To view a read-only program attendance report, available from within the AWARDS Reports module, complete the following steps:

  TIP: For a customizable report of program attendance information, please try the Reception Desk ReportBuilder instead.

1. From the navigation bar, click Reports (or click 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 Program Attendance 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 Program Attendance Report in the index, or enter "program attendance" in the Search field in the upper-right corner.
5. Click Program Attendance Report from the reports index.  Reception Desk Reports 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."
7. Only those reception desk records for which the date falls within the range in the Start Date and End Date fields on this page will be included in the report.  Make changes to the default date range as necessary (using mm/dd/yyyy format).
8. Click the Sort By drop-down arrow and make a selection to indicate how reception desk information is to be displayed in the report.  Available selections are:

  Date - When this option is selected, program attendance will be sorted by date with the most recent information listed last.

  Name - When this option is selected, program attendance will be sorted alphabetically by client name.

9. To limit report content to only those attendance records last updated by a specific worker, click the Worker drop-down arrow and select that individual.  The default value is "All Workers."

  NOTE: Only workers with an assigned caseload in the program(s) selected in step 2 are available in the Worker selection list.  Caseloads are assigned using the Service Coordinators feature located in the Services - Individual module.

10. In the Visit Type Durations portion of the page, enter the number of hours to be used when distinguishing between visit types on the report.  The default durations are:  Less than 3 hours, 3 to 5 hours, and More than 5 hours.  Make changes to these defaults as needed.
11. The Show Individual Detail option is selected by default; therefore, the report to be viewed will include dates, consumer names, in/out times, hours of each visit, total number of visits, and visit duration counts.  If the report should only include dates, total number of visits, and visit duration counts, de-select this option by clicking on the checkbox.
12. If the report should include clients not on the roster of the selected program click the Include Non-Roster? checkbox.
13. To insert a page break after each client's program attendance (when sorting by "Name") or each date's program attendance (when sorting by "Date"), click the Insert Page Break checkbox.
14. Click CONTINUE.  The program attendance report is displayed on the Reception Desk Report page.

The contents of this read-only report are based on the selections made on the previous pages; however, all reports contain visit duration count summaries based on the values entered in step 10.  In addition, a "Last Updated" column is included in the report, which contains the name of the worker who last updated each record and the date on which the update occurred.

  NOTE: Pending clients are listed in italics in this report when sorted by Date.  When sorted by name, attendance dates for pending clients are listed in red. 

The process of viewing a program attendance report is now complete.

  https://demodb.footholdtechnology.com/help/?10291