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  1. Click Reports.

  2. Reports screen is displayed.

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Activity Report:

  1. Click the Age Group drop-down and click All, Adult, or Caregiver.

  2. Click the Get By drop-down and click Entity or Surveyor.

  3. Click Get Report.

  4. The report is displayed.

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Tip: You can rerun the report with new criteria by clicking the drop-downs to make your selections and then clicking click Run Report.

Call Time Report:

  1. Click Reports.

  2. Click the Age Group drop-down and click All, Adult, or Caregiver.

  3. Click Get Report.

  4. The report is displayed.

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Tip: You can rerun the report with new criteria by clicking the drop-down to make your selection and then clicking Run Report.

Doman Scores, Demographic Report, and URS Tables:

  1. Click Reports.

  2. Click drop-downs and make selections for the report.

  3. Click Get Report.

Export Survey

From the Home screen:

  1. Click Exports.

  2. The export screen is displayed.

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Export Call Activity Detail:

  1.  Click Age Group drop-down and click All, Adult, or Caregiver.

  2. Click Export.

  3. The system displays a download window.

  4. Click Open or Save.

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Export Adult or Family Surveys

  1. Click Export.

  2. The system displays a download window.

  3. Click Open or Save.

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