How Do I Use a Client Status Report?

Statistics on historical household visit rates and rates of inactivity.

Step-by-Step Guide

See Report Setup Foundations for information on basic setup steps used in all reports.

  • Click on the "Create Report"  button.
  • Your report will be found in your "Report Inbox".

Client Status Report

Table

  • The light blue heading represents the title of the section that was chosen to be reported on.
  • The dark blue heading describes the section. 
  • The list items appear on the leftmost column and the totals for each organization are listed in sequential columns. 
  • The rightmost column will be the total of all columns combined.

Clicking on the "Tools"  button on the right side of each section will reveal other options 

  • Copy: This copies the table contents onto your computer's clipboard.
  • CSV: This exports the table into a CSV file, generally viewed with Microsoft Excel.
  • PDF: this exports the table into a PDF.
  • Print: This presents a printer-friendly version of the table (press "Esc" on your keyboard to return to the report).

Clicking on "Enable Scrolling"  will allow you to scroll to the right if there are more items in the table that are not currently in view.


Bar Graph

Clicking on the "Convert to PNG"   button and then the "Download PNG" button  will allow you to save this graph as a PNG (image) file onto your device.


Donut Chart


Similar to the Interactive Report, variables can be removed from the donut chart by deselecting a list item. The percentages will re-adjust automatically to still represent a total of 100%. In the second chart, 0-18 years and 60+ have been removed.

Clicking on the "Convert to PNG"   button and then the "Download PNG" button  will allow you to save this graph as a PNG (image) file onto your device.

Clicking on the "Print View"  button at the top of the page will create a printer-friendly version to print the entire report.

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Report Section Descriptions