ARTICLE: Instant Reports – Pastoral Report
The Pastoral Care Reporting feature generates data derived from specified parameters throughout a chosen Date Range.
Go To: Reporting >> Instant Reports >> Pastoral Report
Within the top Report Criteria section, the standard Reach filters are provided as well as some Pastoral specific options, with Incident Types and Tag menus.
Note the two blue sections at the bottom of the image, the search results will be presented as charts and a table output, toggle the plus and minus icons to adjust the page view.
Each filter option provides a list to select the required items to search. Select the items as required and click in Generate Report.
The first section displays the data as a chart, with the number of reports on the Y-axis and the dates along the X-axis, also along the bottom of the chart are the incident types that appear during the selected date range. Each incident type is colour coded and can be clicked off or on as required to view the data. Within the chart, the colours reflect the same incident types, hover over a colour to highlight only that colour within the chart, hover over a data point to view basic pop-up information regarding that item.
The second section displays the same data as a table, each line item details a reporting occurrence, scroll up and down, or use the Column Selector menu to adjust the viewable columns.
Use the Primary Boarder buttons to Split-or-Group the data.
Rank the data by using the arrows within each column header and the search bar is provided to quickly find a specific item.
If required, adjust the search parameters and click again to generate a fresh report.
This reporting feature is a view only area, however the table data can be exported as required with the provided buttons.
For additional information regarding Pastoral Care within the Reach platform, please view the following items.
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