Client Reports

Introduction

Client reporting is accessed through the Client>Reports sub menu.

The Client Reporting page provides you with access to a variety of vanilla and custom designed reports (See System Reports to check out how to create a customized report), that allow you to extract information from different tables and fields within the client section of the Brevity system.

Navigating the Client Report Listing and Report Output Viewer

Open

Open

Generating A Report

The basics of generating either a vanilla or custom designed client report are outlined as follows:

1. Define the date range on which the report will be based. Specify the first day and the last day of the reporting range. Dates can be keyed in or you can use the calendar picker.

2. Define whether you are reporting on an individual client or all clients. If reporting on all clients this field will need to be remain blank. If reporting on an individual client either type the clients name or click the field to open a drop down list that presents all active clients, select the required client. If you specify a client, the employee field must be left clear.

3. Define whether you are reporting on an individual employee or all employees. If reporting on all employee this field will need to be remain blank. If reporting on an individual employee either type the employees name or click the field to open a drop down list that presents all employees, select the required employee. If you specify an employee, the client field must be left clear.

4. Having specified the date range and whether the report is based upon client or employee, you can now double click on the report that you want to generate. You will observe that a page listing filters associated with that report will be displayed.

5. Add any additional filtering to refine the information written into the report. Refer to the section on following related with filtering report data.

6. Click on the NEXT button to generate the report.

Exporting and Printing the Report

Once your report has been generated you have the options to either SAVE and EXPORT or to PRINT.

1. To print the report that you have generated select the PRINT icon, as shown below to open the print screen .

2. Select the Page size and page orientation

3. Select the Print button to generate the report to a PDF file.

4. To export the report that you have generated select the SAVE icon, as shown below to open the Export drop down list menu.

5. The export options available include Excel, PDF and Word. Selecting the required export will open a corresponding pop up screen, as shown below that will provide you with the options of opening or saving the report output off onto you local or network drive.

Report Filters

Filters used within the report are managed through the Report Filters page. This page as we have already discussed is opened once we double click on the selected report within the Client Report list. The Report Filters page allows you to specify additional filters, or to alter or remove the ones that have already been specified.

To specify additional filters observe the following steps:

1. Select the Add rule button to assign a blank filter field.

2. Click into the blank filter field to open a drop down, select the database field that you want the report filtering on. Please be aware that specifying an incorrect database field may result in the report return a blank output.

3. Once your filters have been defined select the NEXT button, to generate the report output.

To remove an existing filter, select the x Delete button located to the right of the filter.