DIY Recipe 6: Service Actions

Purpose

The purpose of this report is for the centre to get a list view of Actions attached to Services, to get a snapshot of the history of the Services and their weight.

Step-by-step guide

Initial setup

Open DIY Service Actions 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 DIY report in the following order (note you can ctrl+f/ cmd+f to search the page):

No of Action in “Drop Data Items Here.”

Service ID, Action Type, Action Notes, Due Date Time, Attendance Date and Date of Creation under “Drop Row Fields Here” (feel free to change these at this point if you know what you want).

Set the “Additional Reporting Dates’ dropdown on the left hand side to ‘Service Date (Completed Service).’ You can also choose to set it to something else, depending on your reporting needs.
In particular, if you want to also include currently open but NOT closed representation services, you will need to select ‘Service Open Date’.

Set funding categories to all, leave include custom fields and show all dates unchecked.
Set a selected date range, and load the report.
SAVE THE REPORT – best to do this even if you previously ticked “save changes”, just to make sure.
This should only be available in reports to the creator. Use the ‘Sharing’ button to allow different levels of access to this report on a role/user basis. More info on this in ‘DIY Basics and Tips’ page.

Below is an example using fake clients/data and further options you might want to use.

Example report

Further options

You can interchange any of the row fields – i.e. you might want more or less service information displayed, including fields such as Service Type, Assigned To, Action Assigned To, etc.