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Purpose

The purpose of this report is to generate Client lists and figures in relation to custom fields.

Step-by-step guide

Initial Set-up

    • Open DIY Service Client in reports.

    • Select 'Save As', name your report something descriptive, tick save changes if you want (applies to new report - and you can toggle later).



The saved-as and newly named report should open in a new CLASS tab. From here on we are using this new DIY report.

Field placement and filters

 

  • Right click near the top and select 'Show field list'. You can expand the box to make it easier to see.



  • One at a time, select the following fields and drag and drop them into the 'Drop Row Fields Here' section of the DIY report in the following order (note you can Ctrl+F / Cmd+F to search the page):
    • The field that you suspect might be missing data (here, Financial Disadvantage Indicator was selected as an example) and relevant Service ID or Client ID. Look to the screenshots for a better picture of where we are placing them.
    • Drop No of Service (If you are searching for the count of services - if you are searching for the count of clients, then select No of Client) into Drop Data Items Here. 




  • Set the 'additional reporting dates' dropdown on the left hand side to 'Service Open Date' - this is necessary to show currently open but not closed services. If you are only searching for completed services, select 'Service Date (Completed Service)'.



  • Select all funding categories or a specific one needed.

  • Set a selected date range, and load the report.

  •  THE REPORT - best to do this even if you previously ticked 'save changes', just to ensure that the settings are saved for future uses.

  • This new report should only be available to the creator. Use the  button to allow different levels of access to this report on a role/user basis. More information on this in 'DIY Basics and Tips' page.

Example report

Below is an example using fake clients/data to illustrate options you might want to use. With above filters, the report will show the list of all services in relation to the Financial Disadvantage Indicator within the selected date range. Additional steps can be taken to narrow down the search to the services missing data in relation to the Financial Disadvantage Indicator field. 

 

Narrowing down the response to the Financial Disadvantage Indicator field to a "Blank" will only display Service IDs that are missing data in relation to the field or the responses to the field is "Unknown."

Below example shows the list of Service IDs that are missing data in Financial Disadvantage Indicator. The user can search for these Service ID from Search Service to add in data should he or she desires to do so.

Further options

You can interchange any of the row fields - i.e. you might want more or less information displayed, including priority fields such as Aboriginal and Torres Strait Islander status, homelessness status, family violence, age group etc.

In addition to the fields added in the previous steps (Financial Disadvantage Indicator, Service ID and No Of Service), notice that "Service Type" has also been added to Drop Filter Fields Here. You can use the button on any of the field names to filter the results. For example, only selecting ongoing services in the Service Type filter will significantly narrow down the result.

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