Applies To Version(s): 4.0

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

About

Individual Reports Launcher Page

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

Report	Description	Business 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.	Current information on the date report is run Profile, Fact Sheet

Programs Reports Launcher Page

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

Report	Description	Business 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.	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 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.	Attendance in the selected service during the selected time period on the service attendance page Not a list in SharePoint

Residence Reports Launcher Page

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

Report	Description	Business 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.	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 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

Agency Reports Launcher Page

Click Path: Quick Start > Report Launcher

Report	Description	Business 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.	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 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.	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

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
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
Individual Attendance
1. Enter report title.
2. Select start and end dates for the report.
3. Select report format
Medications Administration (if subscribed to)
1. Select year and month
2. Select report format
Missing Person Poster.
1. Select generate report

Programs

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
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.
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
Program History
1. Enter report title.
2. Select start and end dates for the report
3. Select incident category.
4. Select report format.
Program Attendance
1. Enter report title.
2. Select start and end dates for the report.
3. Select report format

Residences

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
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.
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
Program History
1. Enter report title.
2. Select start and end dates for the report
3. Select incident category.
4. Select report format.

Agency

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
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
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
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
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.
Program Attendance
1. Enter report title
2. Select program or residence
3. Select start and end dates for the report
4. Select report format
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.
Medical Administration
1. Select individual
2. Select year
3. Select month
4. Select report format

See Also

Related Articles

Page:

Reports - Exclude Individuals from Reports

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