This report provides information on missing data, backdated visits, and undisclosed fields within your organization.
This article covers the following topics:
- An overview of the completed report
- Instructions on how to copy, download and print the report
- Efficiency and Timeliness of Report Generation
Please see Report Setup Foundations (click here) for information on basic setup steps for all reports.
Overview of a completed report
The completed report will show the name you assigned to the report at the top of the page and will also show:
- Reporting for: a list of all the agencies reported on during the reporting period.
- For these program types: lists the programs reported on during the reporting period.
- With dates between: the dates used for the reporting period.
There are three sections to the report:
- Missing Data: This will list agencies that have not recorded data within the reporting period. The "Last Visit Date" column will indicate the date of the most recent visit recorded.
- Backdating: This will list agencies that have backdated visits within the reporting period (recorded visits for previous dates after the date has already passed). The "Number of visits" column will indicate how many visits that agency has backdated.
- Data Integrity: This will list a unique count (except the "Total Duplicates" and "Unknown Visit" columns) of all households or individuals that have visits recorded during the reporting period that has undisclosed information.
- Total Duplicates: This is the only section that is a current count. Regardless of the date being reported on, it will also show the current amount of duplicates in the system for each agency.
- Didn't Ask Addresses: This will list the unique count of households that were served during the reporting period that had Undisclosed addresses.
- Didn't Ask Housing Type: This will list the unique count of households that were served during the reporting period that had Undisclosed housing types.
- Didn't Ask Self-Identity Type: This will list the unique count of individuals that were served during the reporting period that had Undisclosed self-identity types.
- Undisclosed Primary Household Income Type: This will list the unique count of households that were served during the reporting period that had Undisclosed primary household income types.
- Unknown Visit Reason: This will list the unique count of households served that did not have anything selected under "Reason for Visit" when recording a visit.
With each section:
- The light blue header represents the title of the report section.
- The dark blue header describes the information being pulled into the section.
- Reported values will appear in columns beneath the dark blue header.
How to copy, download and print the report
Click on the Tools button on the right-hand side within the light blue heading.
- Copy: copies the report contents to your computer's clipboard.
- CSV: downloads the report contents into a CSV file, generally viewed with Microsoft Excel.
- PDF: downloads the report contents into a PDF.
- Print: presents a printer-friendly version of the report contents.
It is possible to print the report without expanding the Tools button.
- Click the blue Print View button at the top right-hand side of the report page.
- A secondary tab will open, click the Print Popup button on the left-hand side.
- A print options box will appear; complete the fields and click the Print button.
Clicking on the Enable Scrolling button will allow you to scroll to the right if there are more items in the table that are not currently in view.