Clients with No Assessments Report
A "Clients with No Assessments" Report allows you to evaluate the number of clients who do not have an assessment and thus still need their first assessment (e.g. CANS) assigned to them.
CREATING A NEW CLIENTS WITH NO ASSESSMENTS REPORT
1. To create and run a Client with No Assessments report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
1.1 After the pull down menu appears, select the third option marked "Reports"
2. Select the "Personal Reports" tab under Saved and Named Reports
2.1 Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
3. A list of report options should subsequently come up.
3.1 Find the "Clients with no Assessments" option and select it.
3.2 If you are having trouble finding the report type, you can use the filter tool located at the top of the window (denoted by the gray filter icon) and simply search "clients with no assessments."
4. A new report, generically entitled Client with No Assessments, should appear in your list of reports.
4.1 Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
5. Initially, you can use this new pane to change the name your report from the generically-assigned "Client with no Assessments," as well as provide a different or more robust description for your report
6. Next, we will discuss the various parameters you can change in running your report.
6.1 Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Instruments") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
- "Instruments": The instrument option allows you to choose the specific assessment tool you would like the report to be run on. Upon clicking on the down arrow a list of available options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
- "Client Status": This allows you to filter out the clients you wish to be included in the report. You may choose to display only active or inactive clients, or investigate both at the same time.
- And, EITHER "Organizational Units": The organizational unit represents the geographic or other division of systems. In order to select your preferred organization unit, simply click the down arrow to expand the options, and then proceed to check all the applicable boxes for all locations (e.g. "Sydney") you are interested in for your report.
- OR "Reporting Units": The reporting unit represents the classification of clients based on various factors through the system of tagging. You can select all reporting units of interest by checking all appropriate boxes (and sub-boxes) you want your report to incorporate. Note: this is an optional parameter (the only one), and you may leave this blank and still generate a report.
NOTE: you will only be able to use one of the above (OU and RU) as parameters.
7. After you have made these changes and included all this new information, you should save these parameter inputs using the "Save" button (represented by the floppy disc icon) located on the top of the right pane.
7.1 Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane).
7.2 Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options
NOTE: if you want to delete the report you have created (or any report that is saved with an ID number), you can do so by selecting the report (causing it to highlight) and clicking on the "Delete Report" option represented by the red minus sign.
8. TOOLBAR OPTIONS
- Refresh: allows you to check for any new or updated reports
- Open Selected: opens up the information and parameters for the selected report
- Show Filter: allows you to filter your reports by name
- New Saved Personal Report: allows you to create a new report (see above)
- Delete Report: allows you to delete an existing report (see above)
- Copy: allows you to copy the exact report type and its parameters for future use
- Run Report: allows you to run report and print out (see above)
UNDERSTANDING YOUR REPORT
Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference purposes.
Remember, the top menu bar allows you to preform several different actions with the data of the report, including printing a paper copy if you prefer, as well as transferring all data to an Excel file.
As for the information in the report itself, a breakdown follows:
- TOP: title of the report
- BOTTOM: the exact date and time your report was generated and an indication of the page you are on
- MIDDLE (DATA): the aggregation of your report results divided by OU or RU, depending on your previous selection. There will be three columns in the report to distinguish between assessed clients, not-assessed clients, and the total number of clients. Each row represents a possible classification or categorization of individuals, something which will depend on how you choose to set your system up (i.e. your selection of OUs and RUs). The data will be presented both in terms of exact quantity and as a percentage of the whole.