General Reports
Contacts with Clients Report
The Contacts with Clients Report lists workgroups open during a specified date range and the client contacts which occurred within those workgroups. The report has a variety of search options to narrow search results, which are outlined below. Risk level information is also returned in the search for Child Protection workgroups if the Risk Assessment has been completed.
Tools – General Reports
To access the Contacts with Clients report:
- Click on Tools in the toolbar and select General Reports. (Click on the General Reports folder to expand it if necessary.)
- Expand the Case/Workgroup subfolder.
Contacts with Clients
- Click on the Contacts with Clients report in the Tree View.
- The report defaults to the Setup tab.
The Setup tab has twelve separate sections which will be illustrated below.
Contacts with Clients Report - Setup Tab – Date Range Section
Select the Date Range in which you wish to conduct your search. In addition to the 20 specified selections, you can select All, or select Custom, and specify a From and To date range in the date-pickers.
Contacts with Clients Report - Setup Tab – Report On Section
The Report On section allows you to select All for a broad search, or to narrow your search criteria by selecting a specific Department, Unit, or Worker by clicking in the corresponding button.
Contacts with Clients Report - Setup Tab – Include Section
Click in the Page break on new Workgroup checkbox within the Include section to view and print report results per workgroup on separate pages.
Contacts with Clients Report - Setup Tab – Search Criteria Display Options Section
Within the Search Criteria Display Options you can choose to display the search criteria you selected from the Setup on only the first page of the search results, or at the top of every search results page. The default setting is to Display search criteria on the First page only.
Contacts with Clients Report - Setup Tab – Report Notes Display Options Section
The Report Notes Display Options allows you to display any report notes associated with your search criteria (such as a Risk Assessment or Placement Indicator). Choose to have these report notes display on only the first page of the search results, or on every search results page. The default setting is to Display report notes on the First page only.
Contacts with Clients Report - Setup Tab – Program Section
The Program section permits you to narrow your search to one, or several, particular program areas. You can also click the Check All button to select all of the 24 program areas listed in the drop-down menu, or click on Uncheck All to clear the programs you have selected.
Contacts with Clients Report - Setup Tab – Workgroup Type Section
The Workgroup Type section defaults with both of its search criteria selected; Assessment and Case Management. You can choose to search by one or the other, but either Assessment or Case Management must be checked. If neither field is checked, the Search button will not be enabled.
Contacts with Clients Report - Setup Tab – Contact Status Section
You can narrow your search results by selecting either Attempted, or Completed, in the Contact Status section. Or, you can click both checkboxes to include search results for both criteria.
Contacts with Clients Report - Setup Tab – Contact Method Section
You can also narrow your search by selecting a particular Contact Method. Click either the Check All, or Uncheck All, buttons to modify your search.
Contacts with Clients Report - Setup Tab – Contact Location Section
The Contact Location section can be used to modify search results by the setting in which the contact occurred. There are twelve specific contact locations, in addition to the Other selection.
Contacts with Clients Report - Setup Tab – Workgroup Sort Order Section
You can change the order in which your Workgroup search results display by selecting the Workgroup column header you wish to display first, and then clicking on the red ‘up’ arrow to move that column to the top of the list. (The same may be done to move selected columns by clicking on the ‘down’ arrow.) Only those column headers with a checkmark in the corresponding box will display on the search results. Change the order of the selected checkboxes from ascending (the default) to descending by clicking in the Descending box.
Contacts with Clients Report - Setup Tab – Contact Sort Order Section
You can also change the order in which your Contacts search results display by selecting the Contact column header you wish to display first, and then clicking on the red ‘down’ arrow to move that column to the bottom of the list. (The same may be done to move selected columns by clicking on the ‘up’ arrow.) Only those column headers with a checkmark in the corresponding box will display on the search results. Change the order of the selected checkboxes from ascending (the default) to descending by clicking in the Descending box.
To view results on the Contacts with Clients report:
- From the Setup tab, make the desired selections to narrow your search.
- Click the Search button.
Preview Tab – Toolbar Buttons
- The Preview tab displays with your search results.
The Preview tab has several toolbar buttons which allow you to print your search results, change the view of the screen, navigate between pages one at a time, or move to either the first or last page. The toolbar functions are illustrated above.
Preview Tab – Contacts with Clients Report Results
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