Service-Based Reports

[GNRL-104] Service Summary

Report Purpose & Summary

This is a service-based report that provides service counts and the number of unique clients who received selected services during the report date range.

Parameter Options

The following parameters required to include the necessary service items:

Service Item(s) Choose All or ctrl + click service item(s) to include
Report Date Range Choose the service date range to include
Report Output Format You can select Web Page, PDF, or Excel

Report Details

The information in this report is pulled from service placements. To begin, this report will provide the following information:

  • Service Name and Service Item Name
  • Unique Clients
  • Number of Services
  • Number of Service Days

Drilldown Functionality

Drilldown functionality is available for this report. To drill down, click on any count. The drilldown functionality will then provide the following information:

  • Unique Identifier
  • Client Name
  • Service Period
  • Fundings

Updated 2/15/2021