Reports and Exports

From the Home screen:

1. Click Reports.

2. Reports screen is displayed.

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.

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

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.

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.

Export Adult or Family Surveys

1. Click Export.
   

   

2. The system displays a download window.

3. Click Open or Save.