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:
|
Program Type(s) |
Choose which program type(s) to include:
|
Program Status |
Choose which program status to include:
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:
|
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:
|
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