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Welcome to our Help Centre

Reports: Status Report

The view reports, click on the Reports tab, found on the left-hand side. 

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Step 1: Select the Status Report

From the list of available reports, choose the Status Report option.

Step 2: Choose the Users

You have two options for selecting users:

  • Run the report for all users

  • Select specific users from certain programs

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Step 3: Choose the Tasks to Include

Select the tasks you want to include in the report. If you have decided to select users in a specific program, the system will prompt if you'd like to include the tasks within that program.mceclip4.png

 

Step 4: Choose Report Columns

Now, you’ll be prompted to select which fields you want to appear as columns in the report. You can choose all available fields. Keep in mind that the Type of Worker and Location dropdowns may appear differently, depending on your setup or if these fields have been renamed.

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Step 5: Apply Filters (Optional)

You can filter the report by specific fields. By default, filtering is turned off, so all selected users will appear in the report.

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If you choose Yes to apply filters, you'll be given options to narrow down the report, such as selecting user status (Active or Inactive) and any other dropdown fields that you have configured.

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Step 6: View the Report

Once you’ve selected your settings, the report will generate.

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Additional Options

  • To export the report as a CSV file, click Export CSV.

  • If you want to quickly access this report in the future, select Save Report Shortcut. You can also use this option to schedule notifications for the report.