Reports Menu

The data entered and collected in the AWARDS system can be compiled into various reports for use by agency and program staff.  These reports can be accessed from a convenient central location - the Reports module - located on the AWARDS navigation bar.  Using the Reports module you can quickly and easily search for or navigate through the full list of AWARDS reports, and can bookmark your favorites for easy access.

  TIP: Some AWARDS reports and ReportBuilders are also accessible using links in the left-hand menus of the corresponding features' index pages.  This alternate access point is only available for select AWARDS features; for example, Diagnoses.

 IMPORTANT! In most instances, when running a report from directly within a data entry module that report can only be run for one program at a time.  To run the report for a group of programs instead, do so from within the Reports module.

Required Permissions 

Use of the Reports module requires the following permissions:

Program Chart Access

 IMPORTANT! Which reports are accessible to you from within the Report Menu is based on your permissions for functionality elsewhere in the system.  For example, you will not have access to Intake reports if you do not have access to the Intake/Admission module functionality.

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need the permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions 

Locating and Viewing Reports - Learn various methods of finding and generating reports from within the Report Menu.

To locate and view a report using the Reports module, click Reports (or click the Reports icon) from the AWARDS navigation bar.  The Reports index is displayed.

All AWARDS reports and ReportBuilders are easily accessible from the Reports index page using the following tools and navigation features:

  "Show Reports" display options - By default the index includes only your bookmarked favorite reports (if any) - OR - all reports (if you have no bookmarked favorites).  To expand or limit the display, use the selection options under "Show Reports" in the left-hand menu.  Available options are:  "All," "ReportBuilders," and "Bookmarked."

  Sorting options - By default the index is sorted alphabetically by report name, from A-Z; however, it can also be sorted alphabetically by Module by clicking that column heading in the table.  Clicking a column heading (Name or Module) a second time reverses the sort order.

  Navigation options - 25 reports are listed on the index by default. To access reports on subsequent pages of the index, click the arrows in the bottom-right corner of the index table.  To display 10 or 50 records at a time, click the Show drop-down to the left of the record count, also in the bottom-right corner, and make a selection.

  Search and filtering options - Search field is available on the action bar along with a corresponding Filter by drop-down list.  To search the contents of the index (including those records not currently displayed on the page), enter a value in the Search field.  The index is automatically updated as you type.  To further narrow your search, use the Filter by selection to indicate whether the search should look at data in "Name" (the default), "All Columns," "Module," or "Description."

  Bookmarking option - To mark a report or ReportBuilder as a favorite, click the star icon to the left of the report name.  When one or more reports have been bookmarked, those reports are automatically displayed by default when you open the Reports module.  They can also be accessed using the "Bookmarked" option in the left-hand menu.

To open the report you would like to view once you've located it using the above options, click its name from the reports table.  The settings page for that report is then displayed, enabling you to proceed with the report generation process.  

 IMPORTANT! Which reports are accessible to you from within the Reports module is based on your permissions for functionality elsewhere in the system.  For example, you will not have access to Intake reports if you do not have access to the Intake/Admission module functionality.

  TIP: Instructions detailing how to run the individual reports found in the Reports module can be found within the Online Help section corresponding to the report's content; for example, for instructions on running the Allergies ReportBuilder pertaining to data collected in the Medical module, navigate to Medical and then Allergies in the Help table of contents, and then click Using the Allergies ReportBuilder.

Frequently Asked Questions 

Can we create custom program groupings to use when running reports?

Yes, the Create Program Groupings feature enables users with the proper authority to create new, custom program groupings that can be used when running reports in AWARDS.

 

 Can we schedule reports to be run at a later time? 

We are excited to announce that users now have the ability to schedule saved report formats to run automatically. ReportBuilders now have a Schedule Report button that is available when a saved report format or saved export format is selected. Users can adjust the program type and date range and then set the report to run on a recurring schedule. Once scheduled, the report will run according to the settings set, and will be delivered to the user’s Messages inbox. If the schedule is set to repeat, AWARDS will then schedule the next run. The Queue ReportBuilder includes a list of the scheduled reports, so users with access can see which reports are scheduled, along with their settings. At this time, each user must schedule their own reports; one user cannot schedule a report to be delivered to another user. However, since the report will be sent to the user’s Messages inbox, it can be forwarded to any other individuals.

What do the codes in the Chronological Admissions and Discharge Register report represent?  The keys list is incomplete.

The Chronological Admissions and Discharges Register report was built as customization for an agency, using their own specifications, for NY State adult home programs.  It was not meant for broad use by other agencies, and as a result the codes most likely will not translate properly for your programs.  In the event that you find the information in the report helpful, you will need to create your own key code list using the new residence setting selections on the discharge form for your programs.

What should I do if it's taking a long time to bring up a report?

How long it takes for an AWARDS page to load is dependent on a variety of factors, including the amount of data on the page to be displayed, the speed of your Internet connection, as well as the load on the server at the time you request that page.  In the event that it is taking a long time to bring up an AWARDS page, please be patient.  Do NOT double-click any buttons, and let the process finish uninterrupted.

FootholdConnect Event Recordings 

  NOTE: Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Standard Reports in AWARDS (1 hr 25 min) * - August 2017

Sure, the ReportBuilders in AWARDS are fantastic.  But how much do you know about the "canned" reports in AWARDS?  Join us for a look at many of the standard reports that you may find useful in managing your agency.  Covered reports include:  Program Profile Reports, Housing Reports (for both residential and non-residential programs), Contact Lapse Audit Report, Charting Timetable Report, Contacts Log Report, Hospitalization Report (including re-hospitalization information), Emergency Room Utilization Report, Discharge Levels Report, Geographical Profile Report, Dashboard Report, Program Configuration Report.

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