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Participant |
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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, Recommended 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. |
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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). |
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Employers |
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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. |
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Referrals |
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Master Report | Summarizes profile information about the selected Referrer(s). |
Case Notes | Summarizes Documented Events involving the selected Referrer(s). |
Office Staff |
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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. |
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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, Recommended 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. |
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Tasks and Appointments | See Tasks and Appointments for the selected Office Staff within a given date range. |
Organization |
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Organization Master | Summarizes profile information about the selected Organization(s). |
Case Notes | Summarizes Case Notes involving the selected Organization(s). |
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| 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, Recommended tab. | 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. |
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Recurring Events | See all recurring events (Tasks and Appointments) for the selected Contact(s). |
All People |
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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 |
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Participant Inquiries | Details new Participant ntakes for the selected Office(s). |
Achievements | Show Achievement statistics for the selected Office(s). Configure Achievement targets in the Agency Office Module. |