User Client Note Hours Tracked
[STFF-106] User Client Note Hours Tracked
Report Purpose and Summary
This report provides staff / user information, specifically hours tracked for client notes. This report provides agency management with an overview of the client note hours tracked by users. The report results returned are dependent on the access rights of the user pulling the report. The report also includes a drilldown that reports the clients and notes tracked.
Make sure you are operating in Clarity under the agency you are running the report for. You can check and change this under your name in the top right corner.
Step 1: Click on the Launchpad, then click on the Reports icon.
Step 2: In the Report Library, click the down arrow next to the Agency Management folder to expand the section.
Step 3: Click the Run button to the right of [STFF-106] User Client Note Hours Tracked.
Step 4: Enter the following parameters:
|Note Type|| Choose which note type to include:
|Program Type(s)|| Choose which program type(s) to include:
|Program Status|| Choose which program status to include:
|Program(s)|| Choose which program(s) to include:
|User Status|| Choose which user status to include:
|User(s)|| Choose which user(s) to include:
|Report Date Range||Specify the report start and end date|
|Report Output Format||Select *Web Page, PDF or Excel|
*Drilldown Functionality is available when run in Web Page Format
Step 5: Click submit
The file will be sent to the Report Queue. Once the report is processed, you will receive a notification that the report is ready.
To open the report, either select Open on the popup or click the Queue icon and then click Open.
The report includes a detailed list by user and a table of Included Programs:
There are two drilldown functionalities. The first looks at total hours tracked and the total number of client notes
- Unique Identifier (links directly to the client profile tab)
- Program Name (links to the clients enrollment screen)
- Client Note Date
- Title (links to the client note screen)
The second drilldown functionality looks at the total number of users
- User name
- Total number of notes
- Total hours tracked