Description
Type of Report
Agency Management - Staff/User information, specifically hours tracked for client notes.
Purpose of the Report
Provides program management with an overview of the client note hours that were tracked by users. The hours also include a drill down to details about the clients and notes tracked.
Running the Report
Who can run the report
- All users
- System administrators
The report will be limited to the agency the user is currently managing in Clarity Human Services. System administrators have the option to limit access to the report. Refer to Access Role-Based Reporting for more information.
Report Library Location
Agency Management
Parameters
- Note Type
- Only Program Notes (default)
- Standalone and Program Notes
- Only Standalone Notes
- Program Type(s)
- All
- Shift or Ctrl-click choices
- Program Status
- All
- Active
- Inactive
- Program(s)
- All
- Shift or Ctrl-click choices
- User Status
- Undeleted Users (default)
- All Users
- Deleted Users
- User(s)
- All
- Shift or Ctrl-click choices
- Report Date Range - the date the note was written
- Report Output Format
- Web Page
- Excel
Format
The header includes a summary of the parameter choices, as shown above.
The report includes a detailed list by user and a table of Included Programs as shown above and a table indicating the Stand-alone Notes, if selected.
Drill Down
Total Hours Tracked and Total # Client Notes Drill Down
Total # of Users Drill Down
