Adhoc ReportsAdhoc ReportsVersion 3Version 3

Adsystech DocumentationAdsystech Documentation

Reports User GuideReports User Guide– Examples of different Adhoc Report formats Examples of different Adhoc Report formats

and how they are usedand how they are used

Reporting OverviewReporting Overview– Lists standard Views and the contentsLists standard Views and the contents

Ad hoc Standard Views 11-04-08Ad hoc Standard Views 11-04-08

Adhoc report viewsAdhoc report views

Adhoc view detailsAdhoc view details

Report ExampleReport Example

Sum up the units from the Program Sum up the units from the Program Services pageServices page

Uses the vAdhocServices viewUses the vAdhocServices view– ExamplesExamples

Pounds of Food from the food shelfPounds of Food from the food shelf

Minutes (or Hours) spent serving ClientsMinutes (or Hours) spent serving Clients

Meals served at Congregate Dining or Meals on Meals served at Congregate Dining or Meals on WheelsWheels

50 Fields List50 Fields List

This report will try to Sum Up any fields This report will try to Sum Up any fields that appear to be numbersthat appear to be numbers

Group by Service to get subtotals for each Group by Service to get subtotals for each ServiceService

Check Drilldown to get detailsCheck Drilldown to get details

Leave Drilldown unchecked to get Leave Drilldown unchecked to get summary reportsummary report

Choose the ViewChoose the View

Select and order fieldsSelect and order fields

Use logical statements to select Use logical statements to select the content of the reportthe content of the report

Sort the records in the reportSort the records in the report

Use Grouping to create Breaks Use Grouping to create Breaks or Sub Totals in the reportor Sub Totals in the report

ResultsResults

Un-Check the Drilldown to get Un-Check the Drilldown to get Summary ResultsSummary Results

Demographic InformationDemographic Information

Specific client or household data for clients that received service in a program or a specific service in a program.

The vAdhocServices view has Head of Household Demographic data and Household Information

Select the vAdhocServices viewSelect the vAdhocServices view

Select FieldsSelect Fields

Logical selectionLogical selection

Sort orderSort order

GroupGroup

Select Date Range on Main PageSelect Date Range on Main Page

ResultsResults

Narrow down Selections by Narrow down Selections by ServiceService

Narrow down Selections and Narrow down Selections and remove duplicatesremove duplicates

Remove Service DateRemove Service DateCheck DistinctCheck Distinct

ResultsResults

MoreMore

Group by Demographic ItemGroup by Demographic Item

Group by Service or Select serviceGroup by Service or Select service

Remove Service to get Unique information Remove Service to get Unique information by Programby Program

List or count clients, families, or households that received

service from any program in a specific time frame

This is just a further refinement of the last report

Remove Programs and Services Remove Programs and Services and Group by ORGNameand Group by ORGName

Group by OrgNameGroup by OrgName

Remove Poverty LevelRemove Poverty Level

Verify City and Zip Code

For Central IntakeFor Central Intake– vAdhocDemographicsvAdhocDemographics

For Snapshot – Program EntryFor Snapshot – Program Entry– vAdhocServicesvAdhocServices– vAdhocSnapshotvAdhocSnapshot

SelectionsSelections

Select City and ZipSelect City and Zip

Use DistinctUse Distinct

QueryQuery

ResultsResults

Eden Prairie Eden Prairie – Zip not 55746Zip not 55746– Spelled WrongSpelled Wrong

Search for those Search for those specific items and specific items and include Client include Client NameName

Add County to SelectionAdd County to Selection

QuestionsQuestions