In this section, we will discuss how you can run a basic report. As stated before, all reports will have different functions. However, if you know how to run one basic report, running other reports shouldn’t be too much of a problem.
When you are under a Report, such as, “Lead List,” for example, you will see a page like this:
Note: When you run these different 30+ reports, the form above may look slightly different; however, a lot of the information will be very similar. If you learn how to run a report like this, you will then hopefully be able to run the other reports as well.
On all of your reports, you will have the ability to specify dates. When you specify dates on reports and you leave the Lead Date (Start) blank, this will go back to the beginning of time of when you first started using the system. However, if you don’t specify a date on the Lead Date (End), you will see reports all the way up until today’s date or the future, if you scheduled something in the future.
On every report, you will also see the View Options box:
The Organization Level allows you to see things at a Corporate Level. You can also view things at a potential Region Level as well, if you are using Regions. Finally, you can also see things at a Location Level, if you want to see data for a particular location. However, if you are only a Location User, you will only be able to see data at a Location Level.
When you are done building your report with this form, you will simply left click on the "View" button. By doing so, you will be taken to your completed report:
From here, you can simply review your report; however, you will also see a plethora buttons as well. Let’s take a minute to go over those buttons:
Print - You will be able to print your report.
Export - You will be able to export your report to your management system.
Close - You will be able to exit out of the report.
Sort By - You can sort through the report in a variety of ways.
The above image shows you the options you choose to filter your report by on the previous page when you were initially building out your report.
That is pretty much all you need to know about building a report. It’s pretty simple and basic, and a lot of the reports in the ChildCareCRM system operate in the same way.
Even though each report operates similarly in the system, each report has a different function, so it will be important for you to know which report does what within the system.