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 drilldown to details about the clients and notes tracked.
Running the Report
Who Can Run the Report
Anyone can run the report but the returned information will be limited based on the access rights of the user.
Report Location
The report is found in the Agency Management section of the Report Library.
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.
Drilldown Functionality
Total Hours Tracked and Total # Client Notes Drilldown
- Unique Identifier - This is a link to the client's Profile screen
- Program Name - This is a link to the client's Enrollment screen
- Title - This is a link to the Client Note screen
Total # of Users Drilldown
Updated 3/9/2021