Reports - Goals and Progress
- Liz Griffin (Unlicensed)
Owned by Liz Griffin (Unlicensed)
Applies To Version(s): 3.7 - Contact your ShareVision Product Expert to upgrade.
About - Reports - Goals and Progress
The Goals and Progress Report allows you to generate a report for a specific Individual within your organization and how they are progressing with the goals that have established for them.
Getting Here - Reports - Program History
Go to Home > Reports > Goals and Progress.
Parameters
The Goals and Progress Report includes nine parameters that must be provided in order to generate the report. Once you have populated each parameter, click Apply to run the report.
- Report Title - this text will act as the title of the report. Note that this field will pre-populate, but you can change its contents as necessary.
- Program(s) or Residence(s) - by clicking on the arrow next to the text box, you can access a checklist of all available programs and residences - make sure to check off one or more.
- Select an Individual - choose which Individual to run the report on.
- Note that only Individuals who are in the Program(s) you've chosen will appear on this list.
- Start Date - the date that begins the range for which you'd like to find the demographic information. Clicking on the calendar icon next to the text box will open a calendar you can use to select the date.
- Note that the format is MM/DD/YY.
- End Date - the date that ends the range for which you'd like to find the demographic information. Clicking on the calendar icon next to the text box will open a calendar you can use to select the date.
- Note that the format is MM/DD/YY.
- Prepared By - your user name.
- Staff Title - your title.
- Sort Progress By - choose to sort by Date Modified, Modified by, or Progress Rating.
- Progress Sort Direction - You can sort the progress in either ASC (Ascending) or DESC (Descending) order.