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
All users can run the report. There are restrictions on which information can be accessed based on the user's access rights.
Report Location
This report can be found in the following location in the Report Library:
- Agency Management → [STFF-106] User Client Note Hours Tracked
Parameters
The following prompts are required to run the report.
|
Note Type |
Choose which note type to include:
|
|
Project Type(s) |
Choose which project type(s) to include: All, Single Select, or Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially.) |
|
Program Status |
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, or Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially.) |
|
User Status |
Choose which user status to include:
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, or Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially.) |
|
Report Date Range |
Specify the report start and end date. |
|
Report Output Format |
Web Page, PDF, or 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 04/26/2023