IMPORTANT Update on Advanced Reports

Over the last few days, much work has been done with the Advanced reports, and a few explanations will help.

With limited exception, report names now start with “Activity…”, “Closed…” or “Sent/Received…”.  All “Activity…” reports include records where the Date Recvd/Sent OR the Close Date are within the date range.  All “Closed…” reports include records that closed within the date range and “Sent/Received…” reports include records that were sent and/or received within the date range.  So, if you need a report that shows records that were sent or received, grouped by the Referral Type, you can use “Sent/Received, Grouped by Referral Type”.

There are currently 36 Advanced reports.  As the need arises, additional reports will be added, but with the new naming rules it will be easier to find the report you need.  In addition to the naming rules being used, we have updated the Descriptions and ‘View Sample’ links.  The descriptions now display the fields included in the report and may be searched using the SEARCH button on the page.  Suppose you need a report that includes the Dead Reasons, you could click SEARCH, enter “Dead Reason” in the Description field and view a list of the 5 reports that include the “Dead Reason” field.

For those using the ‘Favorite Forms’ list, you’ll need to make some changes to the list.  Because in most cases we have changed the report names it will be necessary to DELETE the previous report names, and ADD NEW the replacement reports you want in your list.

Though a little painful in the short-term, we think these naming rules will be a big help moving forward.  In addition, many reports have been updated with faster response times and additional filtering options.

 

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