To view a standardized read-only report of chart events information, complete the following steps:

1. From the navigation bar, click Reports (or the Reports icon).  The Reports index is displayed.

2. Click the Program drop-down arrow in the upper-right corner of the page and select the individual program for which the report is to be run, or select a group of programs using one of the available "All" or "Custom" grouping selections.
3. If you previously bookmarked the Charting Timetable Report it is displayed on the reports index by default; otherwise, from the left-hand menu bar, click All under "Show Reports."
4. Use the navigation features in the bottom-right corner to locate the Charting Timetable Report in the index, or enter "charting" in the Search field in the upper-right corner.
5. Click Charting Timetable Report from the reports index. The Charting Timetable Report Selection page is displayed.

6. Click the Client drop-down arrow and select the client for whom the report is to be viewed.  The default value is "All Clients."

  TIP: If the report to be viewed is for a former (discharged) client, first click the Roster Archives checkbox beneath the client selection option.

7. To limit the report contents to records for a specific event type, click the Chart Event drop-down arrow and select that event.  The default value is "All Events."
8. To limit the report contents to records assigned to a specific worker, click the Worker drop-down arrow and select the correct staff person.  To limit the report to unassigned events, select "Unassigned."  The default value is "All Workers."

  NOTE: If the report to be viewed is for a former (discharged) client, first click the Roster Archives checkbox beneath the client selection option.

9. Click the Status drop-down arrow and make a selection to indicate the status of the events to be included in the report.  Available selections are:

  All - When this option is selected, the report will include all charting timetable records, regardless of their status.

  On Time - When this option is selected, the report will only include those charting timetable records whose done date proceeded, or was the same as, the due date.

  Done Late - When this option is selected, the report will only include those charting timetable records whose done date was after the due date.

  Overdue - When this option is selected, the report will only include those charting timetable records whose due date has passed without completion of the event (without a done date being entered).

The default value is "All."

10. Only those charting timetable records with due dates falling within the date range in the from and to fields on this page will be included in the report.  Make changes to the default date range as necessary (using mm/dd/yyyy format).
11. Click one of the following available buttons to generate the appropriate charting timetable report:

  Audit Report for Selected Chart Event for Entire Program - When this button is clicked, the report generated will be a last event audit report for the selected program and chart event.  This report will include consumer, last due, last done, days since last due, next due, and next done information.

  TIP: In order to view this type of charting timetable report, a single chart event must be selected.

  Date Range Report for Selected Consumer, Worker, and Status - When this button is clicked, the report generated will be a charting timetable report for the selected consumer, worker, status, and date range.  This report will include due date, chart event, consumer, worker, and done date information, as well as the total number of charting timetable records meeting the selection criteria.

  TIP: This page also contains access to the Charting Events ReportBuilder.  For information on using that ReportBuilder to generate customized reports of event information, click here.

After clicking the report button of your choice, the appropriate charting timetable report is displayed on the Charting Timetable Report page.  The contents of this read-only report are based on the selections made on previous pages.

The process of viewing a charting timetable report is now complete.

  https://demodb.footholdtechnology.com/help/?10267