Search Parameters

Definition

Groups

Allows you to search by Group

Status

Allows you to search by Client status (i.e. Active/Inactive etc)

Date From

Allows you to define the start date of the search period

Date To

Allows you to define the end date of the search period

Please Note: In addition to the above search parameters, you can check the “Only Users who have been updated to Selected Status during this Period” checkbox and this will ensure that the Report will only include Clients whose last status update falls within the defined search period.

Columns In Report

Data Displayed

Client ID

Clients ID Number

Name

Clients Name

Title

The Clients Title

Phone No

Client’s Phone Number

Current Status

This illustrates the Client’s Current Status

Service Start

This is the date captured in the “Service Started” field on the main Client Profile

Address Line 1

Clients Address Line 1

Address Line 2

Clients Address Line 2

County

Clients County

Birth Date

Clients Date of Birth

Current Status Date

This illustrates the Date the client status was updated most recently

Ailment

Clients Ailments, as captured in the Health Info screen

Total

Total number of Clients returned in the Report