Data Extraction of Clients information from the System.

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Presentation transcript:

Data Extraction of Clients information from the System

Check the Number of clients you have on the system. On the Client search screen

Report Generator Step One is to decide on either: Meeting Date (Date in the Client Meetings Tab) or Contact Date (Date of first Contact in client profile).

Report Generator Step Two Preview a Query and undertake an action (Print Labels, Text, Download, MailMerge that query) OR

Report Generator Step Two Analyse your clients using one of your 30 dropdown menus (Using the Analysis Menu field and the Analysis Button)

You can print this report or copy this data into Excel to generate a graph This report can also be generated using any combination of the 30 fields.

Step Three To Graph this data: Highlight the data you need by moving your cursor over the information Press Ctrl C (to copy)

Open a new Excel worksheet CTRL V to paste to information from the report Adjust details in Excel if required -

Ensure that the Information in Excel remains highlighted Click and follow the Chart Wizard Add in more columns of data to get trend analysis

Highlight Graph in Excel Ctrl C to copy Open up your word document Ctrl V to paste it into your document

Graphical Analysis Extracting Data from the Graphs into Paint and then into a word document

Generate your Graph Press Prnt Scrn button on your keyboard Open up paint (Start – All Programmes – Accessories - Paint) Ctrl V – Paste

Ctrl to copy the selected area Open up your word document Ctrl V to paste it into your document

Data Extraction of Group Information from the System

Data Extraction of General Public Information from the System

Staff Appointment Tracking Staff Activities Quarterly Reports Meeting Analysis

Staff Activity – Go to Staff Activity Tab Select Staff member Activity Search Link

Meeting Analysis – Go to Reporting Tab Meeting Analysis Link Preview Report Button

Texting Facility: Individual Report Generator

Individual Texting Must allow Text for old clients – Tickbox& Update All new clients Default – YES Format of Number (no – or text)

How the Guidance Information System can assist with Your Strategic Goals