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Adhoc Reports Version 3. Adsystech Documentation Reports User Guide –Examples of different Adhoc Report formats and how they are used Reporting Overview.

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Presentation on theme: "Adhoc Reports Version 3. Adsystech Documentation Reports User Guide –Examples of different Adhoc Report formats and how they are used Reporting Overview."— Presentation transcript:

1 Adhoc Reports Version 3

2 Adsystech Documentation Reports User Guide –Examples of different Adhoc Report formats and how they are used Reporting Overview –Lists standard Views and the contents Ad hoc Standard Views 11-04-08 Adhoc report views Adhoc view details

3 Report Example Sum up the units from the Program Services page Uses the vAdhocServices view –Examples Pounds of Food from the food shelf Minutes (or Hours) spent serving Clients Meals served at Congregate Dining or Meals on Wheels

4 50 Fields List This report will try to Sum Up any fields that appear to be numbers Group by Service to get subtotals for each Service Check Drilldown to get details Leave Drilldown unchecked to get summary report

5 Choose the View

6 Select and order fields

7 Use logical statements to select the content of the report

8 Sort the records in the report

9 Use Grouping to create Breaks or Sub Totals in the report

10 Results

11 Un-Check the Drilldown to get Summary Results

12 Demographic Information Specific client or household data for clients that received service in a program or a specific service in a program. The vAdhocServices view has Head of Household Demographic data and Household Information

13 Select the vAdhocServices view

14 Select Fields

15 Logical selection

16 Sort order

17 Group

18 Select Date Range on Main Page

19 Results

20 Narrow down Selections by Service

21 Narrow down Selections and remove duplicates Remove Service Date Check Distinct

22 Results

23 More Group by Demographic Item Group by Service or Select service Remove Service to get Unique information by Program

24 List or count clients, families, or households that received service from any program in a specific time frame This is just a further refinement of the last report

25 Remove Programs and Services and Group by ORGName Group by OrgName

26 Remove Poverty Level

27 Verify City and Zip Code For Central Intake –vAdhocDemographics For Snapshot – Program Entry –vAdhocServices –vAdhocSnapshot

28 Selections Select City and Zip Use Distinct

29 Query

30 Results Eden Prairie –Zip not 55746 –Spelled Wrong Search for those specific items and include Client Name

31 Add County to Selection

32 Questions


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