Learn how to navigate within the CCM reporting tool in this step-by-step guide. This help guide will cover how to navigate the reporting tool in your CCM system.
Content
Navigating Within the Reporting Tool
Instructions
Navigating Within the Reporting Tool
- To access the reporting tool, select the Reports section on the top navigation bar.
- The reporting tool opens to the Saved subsection. This subsection houses your saved reports. Select Create New Report.
- The CCM Reporting Tool opens to the first of four steps. The first step to building your report will be to select the sections you would like to report upon within your database. You may select these sections on the left-hand side of the page. Once you have selected the section that you would like to report upon, you must determine if you would like this to be a “Data” or “Summary” report.
a. A Data search will provide you with the details housed within records. You will get granular details about who, where, when and what.
b. A Summary search is going to provide you with a sum of records. With a summary search there will be a column in the results with a count of the fields you are reporting upon.
To see PDF instructions on navigating this step, select the Step 1 Guide hyperlink.
When finished, select Select Fields on the top or bottom of the page.
- The second step to building your report is to select the fields you would like to report upon. Fields within your database are the individual data points that information is housed within such as a name, address, date of birth, etc. In order to include a field on your report, please double click the field on the left-hand side of the page or you can type in the search for fields box and press the ‘Add Selected’ button. Once a field is added to the report, a green star will appear next to it and it will populate on the right-hand side. The selected fields will make up the columns of your report. Once a field is added to the report, a green star will appear next to it and it will populate on the right-hand side. You may re-order the field included on your report by selecting, dragging, and dropping the plus sign icon to the left of each field. To change the name of the field on the report, please double click the text of the field, and you may edit it to appear as you wish.
To see PDF instructions on navigating this step, select the Step 2 Guide hyperlink.
When finished, select Select Filters on the top or bottom of the page.
- The third step of building your report will be a to add any applicable filters that you are attempting to report upon. Filtering a report allows you to hone in on specific information, or weed out information that you don’t need in your report. For example, if you only want to see your clients who are “active”, you would set a filter to weed out all records with clients who are marked inactive. In order to add filters to your report, you will double click on the field you wish to filter upon on the left-hand side of the screen.
Once you have added the filter, you may set it to the parameters of the data you would like to hone in on.
Additionally, dynamic filters are useful when you have a report that you need to run continually, such as weekly or monthly. If you need to run the same report every month that asks for this month’s results, using a dynamic filter saves you from having to edit the date range every time you run the report.
To see PDF instructions on navigating this step, select the Step 3 Guide hyperlink.
When finished, select View Results on the top or bottom of the page.
- Here you can view the results from your report. If you would like to make changes, simply select the steps from the top that you would like to change. When finished, you can choose to Save or Export this report.
Note: If you do not save this report, it will be stored in the unsaved subsection.