Printed Reports Module Glossary

Owned by Samantha Miller (Unlicensed)
Last updated: May 26, 2017 by Marina Rowe
3 min read

Participant

Participant Master

Summarizes all profile information about the selected Participant (s).

Birthdays

Show Participants’ birthdays. This report is disabled if the logged-in user does not have permission to view birthdays.

Referral Sources

Details Participant referrals.

Condensed Master

A two-column master report that contains limited information about each Participant.

Case Notes

Summarizes Documented Events in which this Participant has been involved.

Required Dates

Required Dates Coming Due

Show Required Dates that are or will be expired within a given date range.

Required Dates Coming Due Letter

Similar to the Required Dates Coming Due report, but in a letter format that you can mail to individual Participants. The body text of the letter is configured in the User Defined Information Module, Reporting tab, Mail Merge Letter.

Required Dates Completed

Similar to the Required Dates Coming Due report, except this report shows which requirements have been completed within a given date range.

Schedule

Participant Schedules

Show all schedules for the Participant(s) in a specific date range.

Recurring Events

See all recurring events (Schedules, Tasks and Appointments) for the Participant(s).

Employers

Employer Master

Summarizes all profile information about the selected Employer(s).

Referral Sources

Details Employer referrals.

Case Notes

Summarizes Case Notes in which this Employer has been involved.

Schedule

Recurring Events

Show all recurring events (Schedules, Tasks and Appointments) for the Emplpyer(s).

Employer Schedules

Shows all schedules for the Employer(s) in a specific date range.

Referrals

Master Report

Summarizes profile information about the selected Referrer(s).

Case Notes

Summarizes Documented Events involving the selected Referrer(s).

Office Staff

Office Staff Master

Summarizes all profile information about the selected Office Staff.

Birthdays

Show Office Staff’s birthdays. This report is disabled if the currently logged-in user does not have permission to view birthdays.

Case Notes

Case Notes

Summarizes Case Notes in which this person has been involved.

Case Notes by Author

Summarizes Case Notes that have been entered by this Office Staff person.

Required Dates

Required Dates Coming Due

Show Required Dates that are or will be expired within a given date range.

Required Dates Coming Due Letter

Similar to the Required Dates Coming Due report, but in a letter format that you can mail to Office Staff members. The body text of the letter is configured in the User Defined Information Module, Reporting tab, Mail Merge Letter.

Required Dates Completed

Similar to the Required Dates Coming Due report, except this report shows which requirements have been completed within a given date range.

Tasks and Appointments

See Tasks and Appointments for the selected Office Staff within a given date range.

Organization

Organization Master

Summarizes profile information about the selected Organization(s).

Case Notes

Summarizes Case Notes involving the selected Organization(s).

Contact  

Contact Master

Summarizes profile information about the selected Contact(s). 

Status Date

Shows when Contacts’ statuses were added.

Case Notes

Summarizes Case Notes involving the selected Contact(s).

Required Dates

Required Dates Coming Due

Show Required Dates that are or will be expired within a given date range.

Required Dates Coming Due Letter

Similar to the Required Dates Coming Due report, but in a letter format that you can mail to individual Contacts. The body text of the letter is configured in the User Defined Information Module, Reporting tab, Mail Merge Letter tool.

Required Dates Completed

Similar to the Required Dates Coming Due report, except this report shows which requirements have been completed within a given date range.

Recurring Events

See all recurring events (Tasks and Appointments) for the selected Contact(s).

 

 

All People

Master Report

Summarizes profile information about the selected people.

Birthdays

Show birthdays for the selected people. This report is disabled if the logged-in user does not have permission to view birthdays.

Case Notes

Summarizes Case Notes involving the selected people.

Tasks and Appointments

See Tasks and Appointments for the selected person or people within a given date range.

Recurring Events

See all recurring events (Schedules, Tasks and Appointments) for the selected people.

Agency Office

Participant Inquiries

Details new Participant intakes for the selected Office(s).

Achievements

Show Achievement statistics for the selected Office(s). Configure Achievement targets in the Agency Office Module.