Viewing a Service Types on Service Plans Report






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The Service Types on Service Plans Report, available from within the AWARDS Reports module, enables users to view a read-only report on the number of services of each type found on client service plans as of a selected date.  To view this report, complete the following steps:

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

    1. Click the Program drop-down arrow and select the individual program for which the report is to be run.

  NOTE: This report can only be viewed for individual programs, not for program groups.

    1. If you previously bookmarked the Service Types on Service Plans Report it is displayed on the reports index by default; otherwise, from the left-hand menu bar, click All under "Show Reports."
    2. Use the navigation features in the bottom-right corner of the reports index to locate the Service Types on Service Plans Report, or enter "service types" in the Search field in the upper-right corner.
    3. Click Service Types on Service Plans Report from the reports index. The Service Types on Service Plans Report Settings page is displayed.

                               

    1. By default, the report includes a count of service plan service types as of today's date.  If necessary, enter an alternate date in the Report Date field, or select one using the corresponding date picker icon.
    2. Click CONTINUE.  The read-only report is displayed on the Service Types on Service Plans Report page.

This report includes the number of services of each type on client service plans on the specified date.  In addition to providing the count per client and service, the report also includes the total number of services of each type, and the total number of unique clients with each service type.

  TIP: Click any of the service type table's column headings to sort the list by that variable. Click that heading again to reverse the sort order. To also sort by a secondary variable, press <SHIFT> and click the second column heading.

  TIP: To limit which columns are displayed in the report table, click the column display icon in the upper left-hand corner of the report, and pick and choose which columns of information should be included.

The process of viewing a service types report is now complete.

  https://demodb.footholdtechnology.com/help/?11760