Program Reporting Enhancements

Available: October 9th, 2019

Overview

This update includes enhancements to the event report and the action plan report to provide greater flexibility in output. It also includes enhancements to the report processing pages to simplify report administration.

Updated Reports

The Action Plan Participation report now includes a summary of action plan status by program and action plan, as well as a listing by participant and action plan that includes status, completed/canceled date, and last completed step.

The Events Participation report now includes a summary of events closed by program and event, as well as a listing by participant and event that includes the recorded date, completed date, and presence of an attachment.

The report definition pages for both of these reports have been updated to allow more selection options for the program and participant information to be included in the report output. These changes apply to both scheduled and ad-hoc report requests.

Report Administration

To simplify report administration for clients scheduling a large number of reports, the Completed/Pending, Scheduled, and Review report pages all now include the report name as well as the report title.