Client Goals Statistics Report
The Client Goals Statistics Report provides statistical information on the number of Client Goals and Goal Strategies that have been created for each Site/Service.
This report displays statistics for progress status, separated by Clients' Primary or Secondary Services and also includes a Total.
This report provides a snapshot and comparative overview of the number of Client Goals and Goal Strategies which have been created relative to the number of Clients participating in each Site/Service.
Privileges: As this report provides statistical data only, and no personal Client information, all Staff have access to and visibility of these statistics for all Sites and Services.
Audience: Operations Management, Team Leaders
The following list summarises the content within this article. Click on the links below to take you to the relevant sections:
- How to generate the Client Goals Statistic Report
- Printing the Report
How to generate the Client Goals Statistics Report
Select Reports in the side menu on the Dashboard:
Navigate to the Goals & Goal Strategies subsection of the Clients section of the Reports menu and select the 'Client Goals Statistics Report':
Goal Report Setup
Select the 'From Date' and 'To Date' for your report:
Select the Sites and Services you wish to report on by checking the relevant boxes:
Click the 'Generate Goals Report' button:
Goal Statistic Report results
Once generated, the report displays a summary of the selected filters e.g. dates, Sites/Services, and who generated the report:
Following this summary, the Client Count and the statistics for the Goals and Strategies entered for each Site/Service is displayed:
Primary Service and Secondary Service
These are further broken down into two areas - Primary Service and Secondary Service. A count is provided of the number of Clients who have Primary and Secondary i.e. anything other than a primary Service, selected in the Client record:
Primary and Secondary Services refer to how a Site/Service has been entered in the Client Service Participation section of the Client record:
Statistics are provided for the status of Client Goal and Goal Strategies as follows :
- Not on track
- Journal Evidence Generated
Printing the Report
This report can be printed, or saved in PDF format, by clicking on the Print icon at the top of the page: