Agency Management Reports

[STFF-106] User Client Note Hours Tracked

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

The following prompts are required to run the report.

Parameter Description 

Note Type 

Choose which note type to include: 

  • Stand-alone and Program Notes
  • Only Program Notes (default) 
  • Only Stand-alone Notes

Program Type(s)

Choose which program type(s) to include: 

  • All
  • Single select for a single program type 
  • Ctrl or Shift select for multiple program types

Program Status

Choose which program status to include:

  • All Programs
  • Active Programs
  • Inactive Programs

Please note, only active programs will be displayed in the list, however if you choose "All Programs" it will include any project (active or inactive).

Program(s)

Choose which program(s) to include: 

  • All
  • Single select for a single program
  • Ctrl or Shift select for multiple programs

User Status

Choose which user status to include:

  • All Users
  • Undeleted Users (default)
  • Deleted Users

Please note, only undeleted users will be displayed in the list, however if you choose “All Users" it will include all users (deleted or undeleted).

User(s)

Choose which user(s) to include: 

  • All
  • Single select for a single user
  • Ctrl or Shift select for multiple users

Report Date Range 

Specify the report start and end date 

Report Output Format

The user can choose to format the report output as a Web Page, PDF or Excel format. 

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 09/24/2021