This article is explaining how to generate a General Report.
These are used to export general data (Client, Staff, Facility details). Below are some quick links to jump to different sections within the article.
If you have just starting using Webcare, we suggest you read the whole article to familiarise yourself with the generating report process.
Adding a Column | Removing a Column | Group the Report | Searching the Report
Filtering the Report (Funnel Filter and Sorting Report) | Export and Save Report
To start, click on Reports along the main menu bar. This will bring up a screen with grouped lists of all the reports available to you. (Lists may differ depending on your admin rights).
You may notice that the list of Client reports above, are the same as the tabs on the client details page below.
This keeps the reports in an order you will be familiar with. (Services has its own section due to needing more than one report)
1 | Click the green button to create a New Report:
2 | You then have the option to filter your custom report before you generate it.
- A - Filter the report by a clients name.
- B - Filter the report by zone/area. In both instances, it means only the information related to the clients name or zone/area will be generated.
- C - You can include archived clients by ticking this box.
- D - When you are happy with the filtering options, click on Generate Report.
3 | A customisable report is generated. Here you are able to narrow down the type of information you require to export and/or save.
4 | You can view the output of your report in either lists of 10, 20 or 50.
5 | The Export (1) and Save (2) buttons sit along the top of the report next to the Column Chooser and General Search box.
To export your final report, simply click the export button and the file will automatically download.
6 | To Save, click on the Save View green button. This will save the report in the layout you have customised. The filters, columns etc will all stay the same, ready to be used again when needed.
You will just need to enter a New Report Name and select the Security required.
The report will now be available in the Client Report List.
Adding a Column
To customise your report you can add or remove columns to get the information you need.
Clicking on the Column Chooser box (1), will open the list of all the Column Headings (2). Along the top of the Column Chooser box is also a Search field to help you find the Column Header you are after.
Simply drag a Column Header box from the list and drop it where you would like it to be placed.
In the example below we are dragging the 'Age' Column Header to sit between the 'Home Address' Column and the 'Home Phone' Column.
The 'Age' Column has now been added.
Removing a Column
If you do not require or add a column by mistake, you can simply drag the column header back to the Column Chooser box.
Group the Report
You can also drag a Column Header to the top left hand corner to group the records in the report.
In the example below, we are dragging the 'Client ID' box.
The report in the example below shows that the records are now grouped by 'Client ID'.
Removing a Column Header from the Group section is just the same as removing a column. Simply drag the box back to the Column Chooser box.
Searching the Report
There are two ways to search through your report. Below is a screenshot of the General Search Bar A and the Column Search Bar B.
A - Is a general search bar located at the top of the report, this will search the entire report and find the word/s that you have typed. In the example above, we have searched for 'Avery', you will see that all the Avery words within the report are now listed and highlighted.
B - When you use the search icon under each column heading, Webcare will only search within that column. There is also a drop down list of search parameters you can use to refine your search.
In the example below, we searched for all the entries that contains the word 'House' in the Zone/Area column. (e.g click the Search icon - select 'Contains' - type 'House)
Filtering the Report
There are a few ways to filter the information in your report.
Funnel filter
One is to click on the funnel icon (A) next to the heading of a column. Clicking on the funnel icon, will bring up a tick box filter list (B). You can select as many tick boxes as you like to show which information you would like in your report from that column.
Sort in Ascending or Descending
You can also sort the report in Ascending or Descending order from within a column.
Clicking on the Heading of a column (A) will sort the whole report by the selected column in ascending or descending order. An arrow (B) will show which way it is ordered.
You can also right click with your mouse on the Column Heading to give you the option for Ascending, Descending or Clear Sorting (A).
You can sort the report using two different columns.
Clicking on a Column Heading will give you 1 sorting option. Hold down Shift on your keyboard and click on a second Column Heading. This will sort the report even further.
For example, if we click on the Zone/Area (1) column heading, then hold shift and click on the Full name (2) column Heading. The report will first be sorted by the Zone/Area, then the information will be sorted by Full Name. Numbered arrows help you keep track of how it is first and secondly sorted.
Export and Saving the Report
The Export (1) and Save (2) buttons sit along the top of the report next to the Column Chooser and General Search box.
To export your final report, simply click the export button and the file will automatically download.
To Save, click on the Save View green button. This will save the report in the layout you have customised. The filters, columns etc will all stay the same, ready to be used again when needed.
You will just need to enter a New Report Name and select the Security required.
The report will now be available in the Client Report List.