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Custom Report Builder

eLogic Genesis Team
  • Updated

Custom Report Builder 

Watch our Custom Reports Webinar recorded on March 19th, 2020

Topics covered in this article:

Custom Reports - The Basics

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 18 different major data areas (as dictated by the Report Type). 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.

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Report Info Icons - The Basics

Custom Report Filters and Columns each have an mceclip0.png Info Icon that when clicked, will expand to display additional information about the filter or column.

mceclip3.png

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Custom Report Filters - The Basics

Report Filters are the same for both Custom and Ad Hoc Reports

Report Filters are used to tell eLogic Genesis what to search for and return in your report results. All filters can be “stacked” (used simultaneously) to determine very specific date ranges or data points attached to client records.

There are three kinds of Report Filters:

Date Range Filters

Each report must have at least one date range Report Filter. The available date range report filters are:

  • Client Assessed - Report on clients assessed within a date range
  • Client Created - Report on clients created within a date range
  • Employment Hire Date - Report on clients who were hired within a date range
  • First Assessment - Report on clients who were given their first of any assessment within a date range
  • Interaction Date - Report on clients who received an interaction within a date range
  • Note Date - Report on clients who had a case note dated within a date range

  • Program Application Assigned Date - Report on clients who were assigned an application within a date range

  • Program Ended - Report on clients who are leaving a Program within a date range
  • Program Started - Report on clients who started in a Program within a date range
  • Quick Referral Date - Report on clients who received a Quick Referral within a date range
  • Service Created - Report on clients who had a service created (the date the service was assigned to the client record) within a date range
  • Service Started - Report on clients who had a service started (the date entered under "Service Start Date") within a date range

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Data Point Selection Filters

Data point selection filters help to deliver pinpointed report results by pulling only records containing the selected data points. The more data point selection filters that contain search criteria upon running the report, the faster the report will run.

The available data point selection filters are:

  • Assessment Pack - Report on specific Assessment(s)
  • Class - Report on a specific Class
  • Client Status - Report on Active, Inactive, or Closed client profiles
  • Client Type - Report on clients within your organization established Client Types
  • Domain - Used on Service Reports to return only services tied to selected domain(s)
  • Educational Institution - Report on clients who have attended specific educational institutions
  • Employer - Report on clients who have a specific employer
  • Head of Household - Report on clients who are the Head of Household or Individuals in their family unit
  • Navigator - Report on specific navigators' clients
  • Program - Reports on clients who are enrolled in specific Program(s)
  • Service - Report on clients who have received specific service(s)
  • Training - Report on a specific Training course
  • Warning Indicator - Report on people that have a specific warning indicator

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Data Point Range Filter

Data point range filters help to deliver pinpointed report results by pulling only records containing data within the selected data range(s). The more data point range filters that contain search criteria upon running the report, the faster the report will run.

The available data point range filters are:

  • Age - Report on a specific age range
  • Percentage of Poverty - Report on clients who are within a specific Percentage of Poverty range

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Custom Report Types - The Basics

The rows in the spreadsheet results are dictated by the 18 different Custom Report Types:

  • Demographics (Client) - returns one client per row. This report type is for general reporting on client-related data
  • Programs - returns one program assignment per row. This report type is for reporting program data for clients

  • Program Applications - returns one program application per row. This report type is for reporting program application data for clients

  • Services - returns one service assignment per row. This report type is for reporting on data specific to service assignments and related client data
  • Training - returns one training session per row. This report type is for reporting training session registration and attendance, as well as related data
  • Class - returns one class session per row. This report type is for reporting class session registration and attendance, as well as related data
  • Employment - returns one employment record per row. This report type is for reporting on data specific to a client's employment and related client data
  • Job Application - returns one job application record per row. This report type is for reporting on data specific to a client's job applications and related client data
  • Financial - returns one current income source per row. This report type is for reporting on income sources for clients
  • Notes - returns one case note per row. This report type is for reporting notes for clients
  • Assessments - returns one assessment per row. This report type is for reporting assessment data for clients
  • Outcome Scale - returns one scale response per row. This report type is for reporting on assessment scale outcomes
  • Movement - returns one scale movement per row. This report type is for reporting scale movement between assessments. It can be used to track positive or negative movement, as well as stagnation
  • Forms - shows form finalization dates and the most recent data entered
  • Education - returns one education entry per row. This report type is for reporting education entries for clients
  • Interactions - returns one client interaction per row. This report type is for analyzing various metrics of client and navigator interactions
  • Quick Referrals - returns one quick referral per row. This report type is to view clients' quick referral history
  • Goal Plans - used to report on clients' goal plans and quick goal plans

When selecting a Custom Report Type, consider which element on which you wish to have the most details, then select that report type. It is not uncommon that multiple reports and Report Types will need to be built to obtain complex data elements.

Custom Report results can be downloaded as a CSV file to open in another spreadsheet application such as Excel or Sheets.

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Custom Report Columns - The Basics

Report Columns are the data displayed after a report is run. This information will be displayed in columns and can be sorted by each available data point once the report is ran.

When building a Custom Report, it is critical to identify and select which Report Type will best fit your reporting needs as the Custom Report columns available for each Custom Report are dependant on which Report Type is selected.

For example, a Demographics report will have few Service column options, however a Service report will have many Service column options. A Programs report will have all Program column options whereas an Employment report does not.

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Build Custom Report

Reminder: You must have the Report Management Role Permission enabled or be an Agency Administrator to build reports

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Create New Report

  1. Click Reports from the system navigation bar
  2. Click Custom Reports
  3. Click mceclip4.png New Report

Advance to: 1. Report Settings: New Report

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1. Report Settings

  1. Enter custom report Name
  2. Select desired report Folder (optional)
  3. Select Report Type
  4. Click Next

Advance to: 2. Report Filters

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2. Report Filters

Filters are used to tell eLogic Genesis what to search for. Select which filters you'd like to use – you must establish at least one date range filter. If you wish, select additional data points to search for and include in your report results. All of these filters can be “stacked” (used simultaneously) to determine very specific date ranges or data points attached to client profiles.

  1. Locate the Report Filter you wish to add to the report
    • Type the name of the filter into the Search field to quickly locate the desired filter
  2. Click the desired Filter to add it to the report - filter will be moved to Selected Filters on the right
    • Click the mceclip0.png Info icon to learn more about what the filter does
  3. Repeat steps 1-2 as needed
  4. When all desired filters are selected, click Save Filters

Advance to: 3. Report Columns

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3. Report Columns

Report Columns are the data displayed after a report is run. Select the information you'd like the report to return based on the filters you chose in Step 2. This information will be displayed in columns and can be sorted by each available data point once the report is ran.

  1. Using the Select columns by type drop-down list, identify which type of report column you wish to add
    • If you are building a report for an electronic form, use the Select columns by form drop-down to identify only reportable fields used on that form
  2. Locate the Report Column you wish to add to the report
    • Type the name of the filter into the Search field to quickly locate the desired column
  3. Click the desired column to add it to the report - column will be moved to Selected Columns on the right
    • Click the mceclip0.png Info icon to learn more about what the column does
  4. Repeat steps 1-3 as needed to capture columns for all applicable column types
  5. When all desired columns are selected, click Save Columns

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When 3. Report Columns are saved, you will be advanced to the Report Filter section to run the report.

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