Reports - The Basics

eLogic Genesis has robust organization- and Network-wide Reporting capabilities. While there are some similarities across all report types, there are many differences. Much of this article will focus on the similarities and how to make reports accessible to navigators who use them.

Client-level reports are addressed in Client Reports.

• Report Permissions
• Report Types
• Report Folders
• Saved and Scheduled Reports
• Report Filters
• FAQs

Report Permissions

Accessing the Reports tab in the system navigation bar is controlled by two Role Permissions:

• Report Management - access to create, edit, delete, and otherwise manage all Custom and Ad Hoc Reports
• Report Viewing - access to only run Reports via My Reports tab

Agency Admins must decide if the navigators assigned to each role have full access (Report Management), limited access (Report Viewing), or no access (no Report Role Permission enabled) to the Reports tab.

If a role has Report Management enabled, the Reports section will contain four tabs: System Reports, Custom Reports, Ad Hoc Reports, and My Reports.

If a role has Report Viewing enabled, the Reports section will contain a single tab: My Reports. 

The My Reports tab contains all reports and are only available in a Run-only capacity.

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Report Types

There are three report types available in the Reports section:

• System - eLogic Genesis created reports
• Custom - Spreadsheet reports
• Ad Hoc - Statement based reports

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System Reports

System Reports and complex reports that have been created by the eLogic Genesis development team. Included in these reports are:

• Section C - pulls Section C (Individual level) and D (Household level) demographics as they appear on the Module 4 Report
• Work Log - if your organization utilizes the Work Log feature, this report will display the client's first and last name, the Worksite, the date worked, the hours worked, the pay rate, and the total amount earned for that day
• Place Notes - pulls notes created in Places' records entered in the Places Page
• Module 4 - pulls aggregated totals for Section A - Movement, Section B - Services, and Sections C & D - Demographics
• Advanced Outcome - pulls the count of all most recent selected scale outcome statements, the percentage of outcome statement selections against the total client count, and services provided within each scale for all assessments conducted within the entered timeframe(s)

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Custom Reports

Custom Reports are spreadsheet reports that can be built by any navigator with the Reports Management Role Permission. Custom Reports can be used to report on 15 different major data areas. Once a Custom Report is run, the results can be downloaded as a CSV file to open in another spreadsheet application such as Excel or Sheets.

Custom Report Application examples: View Service distribution for the Fiscal Year, view each Program assignment for all clients who were assessed within a certain time-frame, view and analyze client and staff interaction with granular detail for new clients over the last six months.

Learn more about building Custom Reports and the various Custom Report Types here.

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Ad Hoc Reports

Ad Hoc Reports are statement-based reports. The report builder enters statements and assign various Rules which will pull client records that satisfy the statements.

Ad Hoc Report Application examples: Run regular Client Diagnostic Reports to check data quality and completeness in all new client records created in the previous couple weeks, view service distribution among specific demographic groups, measure employment retention by the number of days employed.

Learn more about building Ad Hoc Reports and the Rules available here.

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Report Folders

Organize Custom and Ad Hoc Reports in user-created folders.

• Create Report Folder
• Add Report to Folder

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Create Report Folder

1. Click Reports from the system navigation bar
2. Click the Custom Reports or Ad Hoc Reports tab
3. Click  New Folder - screen overlay will appear
4. Enter Folder name in textbox
5. Click Create
6. Folder is added to Report Folders listed on the left

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Add Report to Folder

1. Click Reports from the system navigation bar
2. Locate the Custom Report or Ad Hoc Report you wish to add to a report folder
3. Click the  settings icon
4. Click the Reports Folder drop-down list
5. Select the report folder you wish to store the report
6. Click Save

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Saved and Scheduled Reports

Saved Reports & Scheduled Reports let you "set it and forget it".

Saved Reports: Filter settings for Saved Custom and Ad-Hoc Reports are set up and saved in advance, then will remind navigators to run the report at predetermined intervals.

Once a Saved Report is created, users designated as Report Recipients will receive a notification in the report tray. Once clicked, a side panel will appear with a View Report button. Click this button and the report results will be displayed in a new tab.

Saved Reports can be created by Agency Admins and users with Report Management Role Permissions.

Scheduled Reports: Filter settings for Custom Reports are set up and saved in advance, then on the predetermined date, eLogic Genesis will automatically run and email the report results in a CSV file overnight. 

Scheduled Report delivery is not limited to eLogic Genesis users; the CSV file can be sent to any email address. Scheduled Report Recipients do not need to have any Report Role Permissions enabled to receive Scheduled Report results.

Scheduled Reports can be created by Agency Admins and users with Report Management Role Permissions. 

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Report Filters

All reports—System, Custom, and Ad Hoc—are run by using Report Filters. Report Filters are used to tell eLogic Genesis what to search for and return in your report results. There are three kinds of Report Filters: date range, data point selection, and data point range.

When running a report, there is an additional filter setting called Filter Combination Settings that has two options:

• Match ALL filters - Match ALL filters will narrow your report results if more than one date range filter is used for running a report. This setting will return clients for whom all date range filters apply.
• Match ANY filters - Match ANY filters will broaden your report results if more than one date range filter is used for running a report. This setting will return clients for whom at least one date range filter applies

Learn more about setting Report Filters here.

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FAQs

What types of reports are available in eLogic?

• System Reports: Created by the eLogic Genesis team.
• Custom Reports: Built by navigators with Report Management permissions. These support 15 major data areas.
• Ad Hoc Reports: Rule-based reports used to query client data. Useful for diagnostics and data completeness reviews.

Can I schedule reports?

     Yes, users with Report Management permissions can schedule reports. Once configured, reports are           automatically generated and sent via email as CSV files on the specified date.