Reports and Report Launcher

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.

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.

Individual Reports Launcher Page

Quickstart Icon Individuals > Reports > (select Individual) > Report Launcher

The by Individual Reports;

1. Individual Attendance
   • The report contains attendance dates sorted by program
2. 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.
3. 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.
4. Missing Person Poster.
   • The poster contains the individuals image, contact information, individuals details, and community service contacts.

Programs Reports Launcher Page

Quickstart Icon Programs and Residences > Reports > (select Program) > Report Launcher

1. 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.
2. 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.
3. 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.
4. 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.
5. Program History
   • The report contains a chart summarizing the average wait times in days per program followed by a detailed list, sorted by program, of individuals days waiting, referral date and start date.
6. Program Attendance
   • The report contains a list of attendance dates sorted by individuals.

Residence Reports Launcher Page

Quickstart Icon Programs and Residences > Reports > (select Residence) > Report Launcher

1. Mailing Report
   • This report contains the mailing details for individuals in the residence 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.
2. Demographics
   • The report contains breakdowns by gender, age, ethnicity, referrals source, exit reason, time on referral list and time in a residence. Giving number of client and percentage for each breakdown.
3. 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.
4. 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.
5. Program History
   • The report contains a chart summarizing the average wait times in days for the residence followed by a detailed list, sorted by program, of individuals days waiting, referral date and start date.

Agency Reports Launcher Page

Quickstart Icon Reports > Report Launcher

1. 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.
2. Program History
   • The report contains a chart summarizing the average wait times in days for the residence followed by a detailed list, sorted by program, of individuals days waiting, referral date and start date.
3. 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.
4. 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.
5. 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.
6. 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.
7. Service Attendance
   • The report contains a list of attendance dates sorted by individuals for the selected service(s).
8. Individual Attendance
   • The report contains a list of attendance dates sorted by program for the selected individual.

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