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