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Applies To Version(s): 4.0


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Overview

Reports

Reports are the output of data queries generated from data within ShareVision forms (lists).

They can be output in PDF, Excel spreadsheet and Word file formats.

ShareVision contains standardized report outputs. ShareVision Custom and Essentials customers can alter these and also create new reports through ShareVision custom development services.

Report Launcher

Each report included in ShareVision and any additional custom developed reports are generated from a Report Launcher page. The Report Launcher page presents editable parameters available for a particular query/report (selecting, filtering, grouping and specifying a date range). Reports are grouped by the first filtering parameter and these groups are made available on the following pages;

  • Individual Reports Launcher Page: All reports where the Individual(s) is the focus and first filtering parameter (by Individual).

  • Programs Reports Launcher Page: All reports where the Program(s) is the focus and first filtering parameter (by Program).

  • Residence Reports Launcher Page All reports where the Residence(s) is the focus and first filtering parameter (by Residence).

  • Agency Reports Launcher Page: All reports where information across all Individuals, Programs and/or Residences is gathered and output.



Requirements/Dependencies

To generate the reports from a report launcher page a user must be granted permissions to that page configured in the Configure Portal Settings page.



About

Individual Reports Launcher Page

Quickstart Icon Individuals > Reports

Click Path: Quick Start > Individuals Portal  > (select Individual) > Reports > Report Launcher

The by Individual Reports;

Image Added

ReportDescriptionBusiness Logic

Individual Attendance

The report contains attendance dates sorted by program

Attendance in the selected time period on all service attendance pages

Not a list in SharePoint

Individual Details 

The report contains charts summarizing goal status, incident by type and activities by location followed by detailed lists of the selected sections to be included.

Active Goals (started and not completed or discontinued) at least one day in time period; progress are records in the selected time period

Individuals Goals, Individuals Goals Progress


Incidents that have a
Date and Time of Incident” in the selected time period

Incidents


Activities that have a “Start Date” in the selected time period

Individuals Schedule


Medications that have a “Prescribed on” date active active at least one day in the time period and a “Discontinued Date” that is blank or after the time period

Individual’s Medications

Goals and Progress

The report contains charts summarizing the individuals goals by type and goals by status followed by a detailed list of each goal.

Active goals (started and not completed or discontinued) at least one day in time period AND must be associated with selected service(s); progress are records in the selected time period

Individuals Goals, Individuals Goals Progress

Missing Person Poster

.

The poster contains the individuals image, contact information, individuals details, and community service contacts.

Image Removed


Current information on the date report is run

Profile, Fact Sheet



Programs Reports Launcher Page

Quickstart Icon Programs and Residences > Reports >

Click Path: Quick Start > Programs Portal > (select Program) > Reports >  Report Launcher

Image Added

ReportDescriptionBusiness Logic

Mailing Report

This report contains the mailing details for individuals in the program and includes the details for the contacts of the selected relationship(s) when you run the report. Each contact's relationship to the individual, name, email address, phone numbers, address, city, province, postal code and mailing address information will be displayed.

 When running the report, select Generated Excel Report, as this report has been designed so that it can be used with a Word document mail merge. Each field is in its own column on the Excel spreadsheet.


Individuals who are active in the selected service at the time the report is run

Profiles, Relationships


Note:  We ignore whether the contacts in the relationships have an active profile

Demographics

The report contains breakdowns by gender, age, ethnicity, referrals source, exit reason, time on referral list and time in a program. Giving number of client and percentage for each breakdown.


Individuals who were active in the selected service at least one day in time period

Fact Sheet, Program History



Goal & Progress

The report contains charts summarizing the individuals goals by type and goals by status followed by a detailed list of each goal and sorted by individual.


Active goals (started and not completed or discontinued) at least one day in time period AND must be associated with selected service(s); progress are records in the selected time period

Individuals Goals, Individuals Goals Progress

Incidents

The report contains a chart summarizing the incidents by type and Program followed by a detailed list of incidents sorted by incident type, Program or Residence and individual.


Incidents that have a
Date and Time of Incident” in the selected service in the selected time period for

Incidents

Program History

The report contains a chart summarizing the average wait times in days per program followed by a detailed list,

 sorted

sorted by program, of individuals days waiting, referral date and start date.


Individuals who were active at least one day in the selected service during the selected time period

Program History


Note: We don’t consider anyone who is does not have a start date in program, i.e. referred

Program Attendance (Programs Only)

The report contains a list of attendance dates sorted by individuals.

Image Removed

Attendance in the selected service during the selected time period on the service attendance page 

Not a list in SharePoint



Residence Reports Launcher Page

Quickstart Icon Programs and Residences > Reports >

Click Path: Quick Start > Residences Portal > (select Residence) > Reports >  Report Launcher

Image Added

ReportDescriptionBusiness Logic

Mailing Report

This report contains the mailing details for individuals in the

residence

program and includes the details for the contacts of the selected relationship(s) when you run the report. Each contact's relationship to the individual, name, email address, phone numbers, address, city, province, postal code and mailing address information will be displayed.

 When running the report, select Generated Excel Report, as this report has been designed so that it can be used with a Word document mail merge. Each field is in its own column on the Excel spreadsheet.


Individuals who are active in the selected service at the time the report is run

Profiles, Relationships


Note:  We ignore whether the contacts in the relationships have an active profile

Demographics

The report contains breakdowns by gender, age, ethnicity, referrals source, exit reason, time on referral list and time in a

residence

program. Giving number of client and percentage for each breakdown.


Individuals who were active in the selected service at least one day in time period

Fact Sheet, Program History



Goal & Progress

The report contains charts summarizing the individuals goals by type and goals by status followed by a detailed list of each goal and sorted by individual.


Active goals (started and not completed or discontinued) at least one day in time period AND must be associated with selected service(s); progress are records in the selected time period

Individuals Goals, Individuals Goals Progress

Incidents

The report contains a chart summarizing the incidents by type and Program

or residence

followed by a detailed list of incidents sorted by incident type, Program or Residence and individual.


Incidents that have a
Date and Time of Incident” in the selected service in the selected time period for

Incidents

Program History

The report contains a chart summarizing the average wait times in days

for the residence

per program followed by a detailed list,

 sorted

sorted by program, of individuals days waiting, referral date and start date.

Image Removed

Individuals who were active at least one day in the selected service during the selected time period

Program History


Note: We don’t consider anyone who is does not have a start date in program, i.e. referred



Agency Reports Launcher Page

Quickstart Icon Reports


Click Path: Quick Start > Report Launcher

Image Added

ReportDescriptionBusiness Logic

Mailing Report

This report contains the mailing details for individuals in the service(s) that are selected when the report is run. It also includes the details for the contacts of the relationship(s) selected when the report is run. Each contact's relationship to the individual, name, email address, phone numbers, address, city, province, postal code and mailing address information will be displayed.

 When running the report, select Generated Excel Report, as this report has been designed so that it can be used with a Word document mail merge. Each field is in its own column on the Excel spreadsheet.


Individuals who are active in the selected service(s) at the time the report is run

Profiles, Relationships


Note:  We ignore whether the contacts in the relationships have an active profile

Program History

The report contains a chart summarizing the average wait times in days for the residence followed by a detailed list,

 sorted

sorted by program, of individuals days waiting, referral date and start date.

Individuals who were active at least one day in the selected service(s) during the selected time period

Program History


Note: We don’t consider anyone who is does not have a start date in program, i.e. referred

Incidents

The report contains a chart summarizing the incidents by type and Program or residence followed by a detailed list of incidents sorted by incident type, Program or Residence and individual.


Incidents that have a
Date and Time of Incident” in the selected service(s) in the selected time period for

Incidents

Goal & Progress

The report contains charts summarizing the individuals goals by type and goals by status followed by a detailed list of each goal and sorted by individual.

Active goals (started and not completed or discontinued) at least one day in time period AND must be associated with selected service(s); progress are records in the selected time period

Individuals Goals, Individuals Goals Progress

Individual Details

The report contains a chart summarizing the selected individuals goal status, incidents by type and activities by location followed by a detailed list of the selected individuals goals, incidents and activities.

For a given individual:

Activities and incidents that occurred in the selected time period


Active goals at least one day in time period; progress in the selected time period


Medications that were active at least one day in the time period

Demographics

The report contains breakdowns by gender, age, ethnicity, referrals source, exit reason, time on referral list and time in a selected program or residence. Giving number of client and percentage for each breakdown.


Individuals who were active in the selected service(s) at least one day in time period

Fact Sheet, Program History

Service Attendance

The report contains a list of attendance dates sorted by individuals for the selected service(s).

Attendance in the selected service(s) during the selected time period on the service attendance page 

Not a list in SharePoint

Individual Attendance

The report contains a list of attendance dates sorted by program for the selected individual.

Image Removed

Attendance in the selected time period on all service attendance pages

Not a list in SharePoint



How-to

Once you have navigated to the report launcher to generate reports for:

Individuals

  1. Goals and Progress
    1. Insert Title
    2. Select the Program or Residence
    3. Select start and end dates for the report
    4. Enter job title
    5. Select sorting order for progress notes (Date Modified, Modified by, Progress rating)
    6. Select sorting direction of progress notes ( ASC - Ascending, DESC - Descending)
    7. Select report format
  2. Individual Details
    1. Enter report title
    2. Select start and end dates for the report
    3. Select sections to be displayed on report.
    4. Enter job title.
    5. Select report format
  3. Individual Attendance
    1. Enter report title.
    2. Select start and end dates for the report.
    3. Select report format
  4. Medications Administration (if subscribed to)
    1. Select year and month
    2. Select report format
  5. Missing Person Poster.
    1. Select generate report

Programs

  1. Demographics
    1. Enter report title
    2. Select start and end dates for the report
    3. Enter job title.
    4. Choose to show or not to show names and possible errors
    5. Select report format
  2. Goal & Progress
    1. Enter report title
    2. Select start and end dates for the report
    3. Enter job title.
    4. Choose to show or not to show names and possible errors.
    5. Select report format.
  3. Incidents
    1. Enter report title.
    2. Select start and end dates for the report
    3. Select incident category.
    4. Enter job title
    5. Select report format
  4. Program History
    1. Enter report title.
    2. Select start and end dates for the report
    3. Select incident category.
    4. Select report format.
  5. Program Attendance
    1. Enter report title.
    2. Select start and end dates for the report.
    3. Select report format

Residences

  1. Demographics
    1. Enter report title
    2. Select start and end dates for the report
    3. Enter job title.
    4. Choose to show or not to show names and possible errors
    5. Select report format
  2. Goal & Progress
    1. Enter report title
    2. Select start and end dates for the report
    3. Enter job title.
    4. Choose to show or not to show names and possible errors.
    5. Select report format.
  3. Incidents
    1. Enter report title.
    2. Select start and end dates for the report
    3. Select incident category.
    4. Enter job title
    5. Select report format
  4. Program History
    1. Enter report title.
    2. Select start and end dates for the report
    3. Select incident category.
    4. Select report format.

Agency

  1. Demographics
    1. Enter report title
    2. Select program(s) or residence(s)
    3. Select start and end dates for the report
    4. Enter job title.
    5. Choose to show or not to show names and possible errors
    6. Select report format
  2. Goal & Progress
    1. Enter report title
    2. Select program(s) or residence(s)
    3. Select start and end dates for the report
    4. Enter job title.
    5. Choose to show or not to show names and possible errors.
    6. Select report format
  3. Incidents
    1. Enter report title
    2. Select program(s) or residence(s)
    3. Select start and end dates for the report
    4. Select incident category
    5. Enter job title
    6. Select report format
  4. Individual Details
    1. Enter report title
    2. Select individual
    3. Select start and end dates for the report
    4. Select sections to be displayed on report
    5. Enter job title
    6. Select report format
  5. Program History
    1. Enter report title.
    2. Select program(s) or residence(s)
    3. Select start and end dates for the report
    4. Enter staff title
    5. Select report format.
  6. Program Attendance
    1. Enter report title
    2. Select program or residence
    3. Select start and end dates for the report
    4. Select report format
  7. Individual Attendance
    1. Enter report title.
    2. Select individual
    3. Select start and end dates for the report
    4. Enter staff title
    5. Select report format.
  8. Medical Administration
    1. Select individual
    2. Select year
    3. Select month
    4. Select report format


See Also

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