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R-Client > Reporting > Flashcards

Reporting Flashcards

1
Q

Def: Member Demographics Report

A

Provides statistical demographic data about clients.

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2
Q

Example of Member Demographics Report

A

Breakdown of the ethnicities, ages, and disabilities of clients that were served during a particular month

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3
Q

Def: Service Detail Report

A

Provides detailed information regarding clients and the services that they have received

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4
Q

What aré you able to select in a Service Detail Report.

A

A specific date range, client, service, staff, and time.

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5
Q

Def: Number of Contacts

A

The n. of times a service was held

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6
Q

Def: Unduplicated Clients

A

The n. of clients who received a service.

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7
Q

Example of Unduplicated Clients

A

3 clts receive a particular svc, 2x each: there would be 3 unduplicated clts with 6 services.

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8
Q

Example of age range

A

19-25, 18+, etc..

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9
Q

Def: Grouping

A

Used to obtain totals

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10
Q

Example of Grouping

A

If you group “Service Activity Summaries” with “Staff Master” you will get service totals for each staff plus a grand total.

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11
Q

Page Break

A

Used along with grouping. Creates a new page for each subtotal.

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12
Q

Def: Selection Criteria

A

Lets you pick who should be included in report and then include dates, programs, type of victimization and member type.

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13
Q

Example of Selection Criteria

A

If someone asks for SA clts who got services last month, you should use service dates and type of victimization as the selection criteria.

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14
Q

Def: Sort

A

Lets you pick how data is organized in a report.

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15
Q

Example of Sorting

A

You can sort by client name, client number, or date of service.

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16
Q

Def: Suppress detail

A

Create a report that contains only totals

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17
Q

What is another name for selection criteria?

A

Filters

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18
Q

What is another name for filters?

A

Selection Criteria

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19
Q

When using filters what does the More… button do?

A

Gives you access to filter criteria

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20
Q

Def: Case Record Report

A

Summarizes the registration and service history for a client. It includes D.O.B., gender, income, address, phone number and current status.

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21
Q

Def: Service Detail Report

A

Detailed report on services provided. Includes name of client, name of staff, date of service, service code, service description, place of service, location, appointment status and units.

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22
Q

Location

A

Where staff works

23
Q

Place of service

A

Place where service occurred.

24
Q

How can I access Member Demographic Reports

A

Reports, service demographic, member demographic report

25
Q

Def: Member Type Master (Member Demographic)

A

Allows you to include/exclude services based on the client types such as victim, offender, witness, etc.

26
Q

Def: Status Master (Member Demographic)

A

Allows you to include/exclude clients based on their program status such as Active, Discharge, etc. It should be used with Program Master

27
Q

Example of Status Master (Member Demographic)

A

If someone asks for clients that are active in the shelter program, you select “active” from the Status Master and “shelter” from the Program Master.

28
Q

Types of Victimization (Member Demographic)

A

DV, SA, Non-DV/SA, Two or more

29
Q

Def: Program Master (Member Demographic)

A

Allows you to include/exclude clients based on their active program status.

30
Q

Def: Service Master (Member Demographic)

A

Allows you to include/exclude clients based on services that they have already received.

31
Q

Age Range: Custom (Member Demographic)

A

You customize the age range to fit your reporting needs

32
Q

Where do you find the “Spreadsheet Button”?

A

Member Demographic Report

33
Q

What does the spreadsheet button do?

A

Sends raw data to an Excel sheet. It can help you find missing elements or serve as back ups

34
Q

Def: Service Activities Summary Report

A

Gives you an overview of services provided during a time period. It reports all services using staff time.

35
Q

What does the Service Activities Summary Report Include?

A

For each service it shows:

Total Contacts, Total recorded time, percent of total time, average time per contact and unduplicated clients.

36
Q

How can you access Service Activities Summary Report?

A

Reports—>Service Demographics—>Service Activities Summary

37
Q

Def: Service Master (Service Activities Summary)

A

Lets you include/exclude services based on the name of the service.

38
Q

Def: Group Master (Service Activities Summary)

A

Lets you include/exclude services based on the group code used to distinguish group services

39
Q

Def: Location Master (Service Activities Summary)

A

Allows you to include/exclude services based location of where staff works

40
Q

Def: Member type Master (Service Activities Summary)

A

Allows you to include/exclude services based on the client types such as victim, offender, witness, etc.

41
Q

Def: Program Master (Service Activities Summary)

A

Allows you to include/exclude services based on the program. This filter refers to the program that was selected on the service entry screen NOT the client’s program status.

42
Q

How do you access Service Detail Reports?

A

Reports—>Service/Demographics—>Service Detail Report

43
Q

Def: Service Master (Service Detail Report)

A

Allows you to include/exclude services based on the name of the service.

44
Q

Def: Program Master (Service Detail Report)

A

Allows you to include/exclude services based on the program. This filter refers to the program that was selected on the service entry screen NOT on the client’s program status.

45
Q

Def: Location Master (Service Detail Report)

A

Allows you to include/exclude services based on location where staff works

46
Q

Def: Staff Master (Service Detail Report)

A

Allows you to include/exclude services based on the staff member that provided service

47
Q

Def: Type of Service (Service Detail Report)

A

Allows you to SELECT or exclude: individual, group or education and training.

48
Q

Def: Place of Service (Service Detail Report)

A

Allows you to include/exclude services based on the place where services are provided.

49
Q

Def: Service Appointment Status (Service Detail Report)

A

Allows you to include/exclude services based on appointment status (i.e. held, canceled)

50
Q

Def: Service Batch Master (Service Detail Report)

A

Allows you to include/exclude services based on the service batch name. The batches are identified by batch ID and user logon.

51
Q

Def: Member Master (Service Detail Report)

A

Allows you to select a particular client

52
Q

Def: Member Type of Victimization (Service Detail Report)

A

Allows you to include or exclude services based on the client’s type of victimization on the registration screen.

53
Q

Def: Member type Master (Service Detail Report)

A

Allows you to include/exclude services based on the client member types such as victim, offender, witness, etc.

54
Q

Available selection criteria (Service Detail Report)

A

County of Residence, Reporting County, Age or age ranges, Disability, Education, Employment Status, Ethnicity, Gender, Income (Individual), Marital Status, Primary Language, Zip Code

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