Careview - Reports

Create a Client Profile Report

Use the following steps to create a Report using all available fields from the Client Profile.

1.     From the Main Menu, select Reports and then click on Client Profiles.



2.      The Client Profiles Report selection screen displays.




3.      Click to select from the Available Columns, and click +Add.
  1. To remove a Column from the Select Columns, simply click on the delete  icon.
  2. To reorder the Selected Columns, click to select the Column, and use the up and down icons to sort the column/s.
  3. To clear your selection, simply click on Reset.

4.      Click Continue.

If you need to make further changes to the Selected Columns, simply click on the Select Columns button.

5.      The Client Profiles Report screen displays based on your selection.

The screen can be filtered using a combination of the following:
  1. Status
  2. Region
  3. Primary Disability Type

The following columns can be sorted in Ascending or Descending Order;
  1. Full Name
  2. Created Date
  3. Region
  4. Status
The number of records displayed can be adjusted by selecting from the options under Page Size.




6.      Once the report is ready, click on Export to Excel.

7.      Click to Open the Report.


8.      Save the Report to your Computer.

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