Building a Detailed Report - Step by Step

Building a Detailed Report - Step by Step

Building a detailed report within CAC CareNet can provide you with information from multiple areas within the client profile. Please follow the steps below to create a basic detailed report looking at new client demographic information:

Step 1. Navigate to the report builder.

Step 2.
  1. Dataset: This refers to where in the client profile you would like to select a field to report upon. You can report on all tabs within the client profile excluding the Medical and Notes tab.
  2. Reporting Library: Any reports that you have saved within the report builder will appear here. You can save as many reports as you'd like to this section. Saving a report allows you to run the same report again without having to select the fields.
  3. Report Fields: Report fields allow you to change the display of the report you're running. The up/down arrows let you change order, you can move fields by pressing/holding the four arrows, or create an aggregate report by utilizing the F (function) button.
  4. Available Fields: Available fields will populate with check boxes after selecting a dataset. By checking the box next to a field it will display it on the report.
  5. Filter(s): Filters allow you to manipulate the data and create rules. Creating rules is beneficial as it allows you to display or not display certain clients based upon your criteria. Of the required information you will need to select if you want to report on new or active clients (new = new within the reporting period, active = either new clients or clients who do not have an end of reporting date within the reporting period), a report range, and Bind Dates to Filter Dates (this selection ensures any secondary dates entered below match the main date range.
  6. Output Options: This section allows you to choose how you would like to export the report, as well as options to save (to the report library), download or update (an already saved report).

Step 3. For our example we will create a basic detailed report looking at VOCA demographic information for new clients. Within this section we will:
  1. Select the Client Demographics dataset
  2. Select the Client Name, DOB, Current Age, Gender, Race, Ethnicity, and VOCA Sp. Class selections from the Available Fields
  3. Select New from type of clients
  4. Enter in a date range
  5. Bind Dates to Filter Dates: Yes
  6. Create a new rule (press add rule button)
  7. Add a secondary date range; select Start of Reporting - between - enter the same date range as the report (If a secondary date range does not match the primary date range you likely will get zero results)
  8. Select Output Options: PDF
  9. Press View/Save to LIbrary if you would like the report to be available for future use.
Tip: You can add in as many rules as you'd like to the filters section. For example, if you only wanted a report that generated clients who were marked as female you could add a new rule for gender, set the qualifier to equal, and select female from the drop down. In doing this the report builder would filter out all male clients and only display female.
Note: Adding in a secondary date range to most reports will be a required step. In adding in a secondary date range we can base who is included in our report off of a particular field in the client profile. For our example start of reporting works for new clients as we only want to view clients who were activated for reporting between the date range. If we wanted to pull a report for active clients we would want to select another field that would include both sets of clients, like the Date Presented to CAC option.


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