Reports and Exports

Owned by Tracy Archuleta
Last updated: May 26, 2022 by Emily Goleski
2 min read

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 the 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, or will automatically download onto your computer.

  3. Click Open or Save.