Reports - Access and Types

Created by Jake Baker, Modified on Thu, 8 Feb at 8:46 PM by Ashleigh Whitworth

This article will explain how to access and build reports. Reports are a feature available to all users on the system - and are exceptionally helpful for managing workloads - they're not just for managers!


TABLE OF CONTENTS


Accessing Reports

You can access reports by click "Reports" in the left-hand navigation panel.



Report Types

Once on the reports page, you'll have a variety of options available to you and the most appropriate option depends on what you'd like to do. Beneath each Report type is a small description of what it is for, such as the below example.



Note: The different report types have different fields available to report on. For example, within the "Case List Report" we can report on questions relating to the case, the client and tasks on that client record. Below are other examples of question types and which type of report you could use to report on them.


Question Type

What's it for?

Report Type



HPA2 (Homelessness)
Case
Questions related to cases e.g. "Reason for Approach". Case questions are asked each time the customer approaches.
Case List Report
People List Report
TA Tenancy List Report
Review Report
ClientQuestions related to the Client e.g "phone number" or "email".Case List Report
TA Tenancy List Report
People List Report
Review Report
Person / PeopleQuestions related to Household Members (HM). You can answer these questions for each HM.People List Report
PropertyQuestions relating to TA Properties e.g. "Bedrooms"TA Property List Report
TA Tenancy List Report
TenancyQuestions relating to TA Tenancies e.g. "Tenancy Start Date"TA Tenancy List Report
Task TypeTasks within this module e.g. "Eligibility"Case List Report



HRS (Housing Related Support)
ClientQuestions relating to the Client e.g. "Reason for Referral"HRS Client List Report (Support)

HRS Client List Report (Waiting Lists)
HRS People List Report (Support)
HRS People List Report (Waiting Lists)

PersonQuestions relating to Household Members (HM) e.g. "Mental Health Needs"
HRS People List Report (Support)
HRS People List Report (Waiting Lists)
SupportQuestions relating to entering and ending a support placement e.g. "Support Start Date"HRS Client List Report (Support)
HRS People List Report (Support)
ServiceQuestions relating to a Service e.g. "Description"HRS Client List Report (Support)

HRS Client List Report (Waiting Lists)
HRS People List Report (Support)
HRS People List Report (Waiting Lists) 

Provider
Questions relating to a Provider of Services e.g. "Name"
HRS Client List Report (Support)

HRS Client List Report (Waiting Lists)
HRS People List Report (Support)
HRS People List Report (Waiting Lists) 

Waiting ListQuestions relating to a Waiting List e.g. "Date added to the Waiting List"

HRS Client List Report (Waiting Lists)
HRS People List Report (Waiting Lists)

BlockQuestions relating to Blocks e.g. "Name"
HRS Client List Report (Support)
HRS People List Report (Support)
Task TypeTasks within this module e.g. "Client Details"HRS Client List Report (Support)

HRS Client List Report (Waiting Lists)




Lettings
ClientQuestions related to an application e.g. "Band" or "Band Date"Generic List Report
Person
Questions related to Household Members (HM). You can answer these questions for each HM.Generic List Report
PropertyQuestions relating to Advert Properties e.g. "Bedrooms"
Generic List Report
ShortlistQuestions relating to Shortlists e.g "Let Date"
Generic List Report
NominationQuestions relating to Nominations e.g. "Refuse Reason"Generic List Report





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