Reporting is an important feature of Paua and reports can be found in several different places. Many self contained reports are located on the Reports Menu. However there are many valuable reports which operate on a cohort of clients that have already been selected with the Client Search process. These reports are located on the Client Reports tab after running a Client Search. Also available after running a Client Search are any User Defined Reports that you may have created in the Administration module.
Client reports from client list page¶
Reports run from the Client Reports tab of the Client Listing page make use of the powerful search facilities of Paua to select exactly the clients that you want to include in the report.
Printable Client List¶
This is simply a printable version of the list of selected clients.
Client and family member list¶
Another printable list but this time including family members.
Printable Address List¶
A list with client name, address and contact details.
Probably one of the most valuable reports in Paua. The Stats Breakdown enables you to make a breakdown of the selected clients by any of a large number of variables. The output can also be graphed using pie charts and bar charts.
This report enables you to view aggregate values of responses that have been made to Client Assessments. This can help in measuring outcomes as multiple responses are included in the report so any improvement or otherwise can be seen in the report.
This simple report just lists the selected clients with a list of Outcomes that have been achieved.
Open Closed Issues¶
This lists issues and for each issue idenfifies how many clients in the selection have this issue with a further breakdown of whether the issue is still open or whether it is closed.
Download Client Data¶
This option outputs a summary of the selected clients as a zip file of html documents, one for each client. The output is an offline process and the data is then downloaded from the Reports Menu.
User defined reports from client list page¶
User defined reports are available from the User defined reports tab on the client listing page. There will obviously only be reports available if you have designed some reports under the Administration module. The reports come in two types:
- Client Listings
- Contact Breakdowns
These are simply a list of clients along with corresponding attributes including Programme, Issues, Outcomes, Entry and Exit Date etc etc.
To create a Client Listing select User Defined Reports and then Client Listings from the sub menu.
Click New Client Listing and give the report a name.
After saving you can go back and edit the report by clicking on it in the list of reports. Click Add Column and you get a dialog with a dropdown containing all the available columns. Select the required column and click Add.
You can reorder the columns from the list page if required
You can have as many or as few columns as you like.
These are a way of breaking down numbers of contacts and the time spent on them by different attributes. For example you might design a contact breakdown report that gave number of contacts and time spent by Programe or perhaps by Contact Type.
Creating the Contact Breakdown reports is very similar to the Client Listings
The only real difference is that you select Contact Breakdowns from the sub menu under User Defined Reports.
It is a good idea to keep the Contact Breakdown reports simple (ie. not too many columns) otherwise they become dificult to interpret.
Also note that the columns Number of Contacts and Hours Spent are automatically included in the report. You do not have to add them yourself.