DIY Recipe 13 AGD Report Request DEC 2021

Step-by-step guide

1. First, clear cache.
2. Open the list of Reports, which is found under the CLASS Menu ‘Reports and Accountability’ (bottom left corner of CLASS). Next click menu item ‘ Reports’ (top left menu).
3. Search for then select the DIY report template with the Display name: “DIY Service Client”
4. Set the ‘Start Date’ to 1/7/17
5. Set the ‘End Date’ to 30/6/18
6. Set ‘Additional Reporting Dates’ to ‘Service Date (Completed Service)’
7. Under Funding Categories, select only CLSP Funding Type. This will then automatically tick any Commonwealth funding categories parented under that category. Do not select any other Funding Categories such as State or other funding codes.
8. Open the Field List by clicking the Customise button in the top right
9. Drag ‘No of Service’ to ‘Drop Data Items Here’
10. Drag all of the following fields to ‘Drop Row Fields Here’ (NOT in ‘Drop Column Fields Here’)
    • Service ID
    • Client Postcode
    • Service Type
    • Law Type
    • Office Location
    • Outreach Service
11. Make sure the fields are in the correct order and match the image
12. Click ‘Load Report’
13. Export the report as .csv
14. Change the open and close dates and export again for
    • 01/07/2015 – 30/06/2016
    • 01/07/2016 – 30/06/2017

Image of how the report should look before clicking Load Report: