Reports
The reports sections contain a variety of reports in three categories. Some reports have a filter to restrict the records. The pages are designed so that only the relevant information is displayed when printed.
Upcoming Events
- Upcoming Events
- A list of upcoming events including:
- Upcoming Assessments
- Upcoming Training
- Upcoming Re-evaluations
- Returning Equipment
- Reserved Equipment
The report can be filtered for a particular patron.
Patron Reports
- Referrals without Assessments
- A list of referrals that don't have associated assessments.
- Assessment Report
- A report of all assessments. The report can be filtered by Patron, Site, Service Provider, Assessment Type, and within a date range.
- Assessments with AT Pending
- A report of assessments with the AT still pending
- Training Needed
- A report to show what training is required from a particular service provider.
- Technical Support
- A report of all training / support records. The report can be filtered by Site, Service Provider, Support Type, and within a date range.
- Summary Report
- A summary of assessments or training / support. The report can be filtered by Patron, Site, and within a date range.
- Re-Evaluation Dates
- A report of re-evaluation dates. The report can be filtered by Patron, Site, and within a date range.
- Patron Information by National Origin
- A report of patrons by their ethnicity. The report can be filtered by the ethnicity values set up in the configuration section.
Equipment Reports
- Equipment Inventory Report
- A report of all equipment in the inventory. The report can be filtered by equipment category.
- Equipment in Use
- A report of all equipment that is currently booked out. The report can be filtered by Patron, Site, category, and within a date range.
- Equipment Available
- A report of all equipment that is currently available. The report can be filtered by equipment category.
- Equipment Reservations
- A report of all equipment that has been reserved for a patron.
- Equipment Maintenance/Repair/Disposal
- A maintenance report for equipment. The report can be filtered by equipment category and within a date range.
- Equipment Usage History
- A report detailing usage of equipment with patrons. The report can be filtered by Patron, Site, Category, and within a date range.