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  • Clubs, Clinics & Groups
    ...method it does reduce functionality of the system. You will not be able to report on Contacts linked to the attendance and other major reports.''' ...us''' - This will display the current Membership Status of the person. The status will change according to the dates input in the fields above.
    45 KB (7,497 words) - 10:40, 11 May 2023
  • Hours Used And Remaining
    This report has two functions: To run the report complete the following criteria:
    2 KB (334 words) - 15:03, 10 April 2024
  • Referral Closure and Outcome Details
    It is important that dates are entered as this used by the Benefits Report. * '''Confirmed or Estimated''' - The status of the application:
    7 KB (1,104 words) - 11:09, 29 February 2024
  • KPI Report Designer
    ...ding referrals, contacts, terminations, attendances and some outcomes. The report designer is broken down into 4 key steps (step 4 for advanced analytics). Y *Step 1 - Choosing an existing report, creating a new report and module refinements.
    42 KB (6,797 words) - 13:00, 2 October 2023
  • Blue Folder Lookup
    ...n a report. For example, if you ask for "number of contacts" using the KPI Report Designer, you will get a total number of contacts; next to the number is a ...mail merge or map. If a person/organisation appears multiple times in the report they will only be exported as one person/organisation.
    22 KB (3,725 words) - 15:23, 1 February 2024
  • Job Card Time Report
    [[File:vol_time.jpg|250px|alt="a screenshot of the volunteer time report button highlighted in the reports menu"]] The Job Card Time Report shows details of timesheet records linked to [[Job Card Details|Job Cards]]
    950 bytes (154 words) - 11:00, 28 March 2024
  • Quick Start Guide for Administrators
    If your organisations requires to support or report on religious groups then enter the name of each group you need. '''Marital Status'''
    12 KB (1,929 words) - 11:57, 5 January 2023
  • Organisations and People
    * '''Marital Status''' - A person marital status. * '''Employed?''' - The employment status of an individual.
    42 KB (6,961 words) - 17:39, 25 January 2022
  • Referral status
    ...lect the task, or progress of that referral, yet be collated into a single status. For example, a Casework project might have the following: ! Referral Stage !! Referral Status
    4 KB (635 words) - 14:32, 5 March 2024
  • Clinic Monitoring
    Select the following criteria to run the report: ...Club''' - Select which Clubs, Clinics or Groups you wish to include on the report.
    2 KB (332 words) - 14:07, 11 September 2020
  • Action List Report
    [[File:al_report.jpg|400px|alt="a screenshot of the action list report button in the reporting menu. The button is underlined."]] The actions list report produces a printable version of a users actions, outstanding and completed.
    1 KB (255 words) - 15:01, 25 March 2024
  • Benefits Report
    The benefits report displays details of the benefits entered on the [[Referral Closure and Outc ...ria. For branch systems select the branch tab to select which branches to report on.
    3 KB (533 words) - 13:09, 13 April 2023
  • System Setup Guide
    If your organisations requires to support or report on religious groups then enter the name of each group you need. '''Marital Status'''
    12 KB (1,995 words) - 14:50, 25 March 2024
  • Income and Benefit Details
    ...d, and so it is important to hold information about the client's financial status. ...organisation helped the client obtain this benefit or not). You can opt to report on only benefits obtained by you, by others, or both.
    3 KB (537 words) - 11:24, 8 August 2018
  • API schedules
    * All jobs in a date range, with an id and completion status: .../api.dizions.co.uk/v2/schedules/date_active/2021-04-01,2021-04-30/field/id;status
    1 KB (208 words) - 17:28, 12 February 2021
  • Courses and Qualifications Report
    ...to add Courses & Qualifications. The webinar below explains how to run the report. Additional information is below. * '''Start Date''' - Select the earliest date to report from, courses and qualifications dated before this will be excluded.
    1 KB (209 words) - 14:32, 30 September 2020
  • Group Access Rights
    * '''Client Attendance History Report''' - [[Deprecated Feature]] ...'Create Invoices''' - Allows users to create invoices from the Pre-Invoice report.
    29 KB (4,652 words) - 10:50, 21 February 2023
  • Relationships
    ...es (for information on this screen only; these notes are not output on any report) # Click on the first status
    3 KB (468 words) - 13:41, 3 January 2023
  • Marital Status
    Click on an existing status to edit it or click the 'Enter New Marital Status' button to create a new one. * Marital Status Name
    1 KB (213 words) - 11:46, 15 February 2023
  • Referral Templates
    Templates and stages can be reported on using the [[Progress Interval Report]] which reports on: ==Referral Status==
    8 KB (1,331 words) - 10:49, 28 February 2024
  • Religions
    ...es (for information on this screen only; these notes are not output on any report) # Select the Status you wish to merge in the drop down list.
    1 KB (221 words) - 10:21, 16 February 2023
  • Service User Groups
    ...es (for information on this screen only; these notes are not output on any report) # Select the Status you wish to merge in the drop down list.
    1 KB (216 words) - 10:23, 16 February 2023
  • Sexual Orientations
    ...es (for information on this screen only; these notes are not output on any report) # Click on the first status
    1 KB (206 words) - 10:24, 16 February 2023
  • Statuses
    Click on an existing status to edit it or click the 'Enter New Record' button to create a new one. This * Status Name
    1 KB (203 words) - 10:24, 16 February 2023
  • Template Release Notes Oct 2020
    ...for cases to get from initial contact to assessment, the Progress Interval Report can provide this analysis. ...le”, “Required outcomes met” and “Lost contact”, all linked to a status of “Client left the service”.
    5 KB (845 words) - 15:07, 3 April 2023
  • Payments Made Receipts
    ...requires the 'Payment Method' field on the service users record. Use the report criteria options to produce the required print out. ...All Receipts, Incomplete Jobs Only, Completed Jobs Only?''' - Select which status of Job Cards to include.
    2 KB (293 words) - 16:03, 16 February 2024
  • Volunteers Report
    ...400px|alt="a screenshot of the volunteers report button highlighted in the report menu."]] ...hat the Induction Date field is used on the volunteer records. To run the report specify the following criteria:
    1 KB (219 words) - 11:54, 28 March 2024
  • Volunteer Time Report
    ...e.jpg|250px|alt="a screenshot of the volunteer time report button from the report menu."]] ...has been recorded on timesheets for Staff/Volunteer Job Cards. To run the report complete the following:
    2 KB (255 words) - 15:52, 25 March 2024
  • Home-Start Report
    ...in this section are only counted where they have an active Case during the report period. *'''Awaiting support''' - Reads from the '''"Family Assessment / Triage"''' status
    6 KB (967 words) - 14:56, 4 April 2023
  • Record A Contact
    * '''Status/progress stage''' - This is the Referral Template stage. This field can be * '''Referral reason(s)''' - Referral reasons are used to report on why people have come to the service for support, or why they have been r
    24 KB (4,118 words) - 14:39, 16 October 2023
  • Client Invoices and Support Worker Payroll Exports
    [[File:exp_inv1.png|500px|alt="a screenshot of the exported invoices report button, highlighted in the reports menu."]] ...a format that is suitable to you or in a report format. To run the export/report complete the following criteria and specify each column:
    2 KB (407 words) - 14:50, 10 April 2024
  • Updates
    *Referral Status * Export options in the blue report folders can be saved per folder to match your reporting requirements
    5 KB (759 words) - 11:31, 31 January 2024
  • Text Editor
    ...pulated if the letter is created from the history page or a referral based report. Any letter created directly via the Letters and Communications link will * Marital Status
    7 KB (1,125 words) - 10:24, 6 February 2024
  • Closed Clients
    [[File:imca_closed1.JPG|200px|alt="a screenshot of the IMCA closed report button, highlighted in the reports menu."]] ...CA Closed Clients report displays details of closed referrals. To run the report complete the following criteria:
    2 KB (265 words) - 13:52, 29 April 2024
  • Open Clients
    The IMCA Open Clients report displays details of open referrals. To run the report complete the following criteria: [[File:imca_open1.JPG|700px|alt="a screenshot of the open clients report fields, as listed below."]]
    2 KB (261 words) - 09:57, 29 April 2024
  • People Supported During Time Period
    == How do I report on all people supported during a set time period? == A common statistic you may wish to report on is ''how many people have been supported during a certain time period?''
    6 KB (1,027 words) - 10:49, 9 July 2021
  • Vickys preview
    ...method it does reduce functionality of the system. You will not be able to report on Contacts linked to the attendance and other major reports.''' * '''Membership Status?''' - Select Member (or waiting list for the waiting list)
    44 KB (7,387 words) - 14:47, 9 November 2021
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