Using the Contact Details screen, you are able to select various contact details reports based on a variety of child selection criteria.
You can change the default information in each report by clicking the "Print Options" button and selecting exactly which fields you wish to print and which order they appear in. Customised reports to be saved for future use can also be created from this screen.
Category
Please select the category of children for which you wish to print a list of contacts.
Date
Please select the date from when you wish information in this report to be displayed. For example, if you wish to look at your contacts for the beginning of next term, select the date for the beginning of next term.
Print Mode
To select a report that has been pre-defined report, these will be listed under the heading “Default Print Modes” and a pre-saved customised report will be under the heading “Custom Print Modes”.
Alternatively, you can select a report from the list and then add or modify the details of the report by clicking the "Print Options" button.
Default Print Mode options are :-
Summary Telephone - A summarised list of details including telephone numbers
Summary Address - A summarised list of details including address details
Detailed - A detailed report
Which Contacts
Please select which type of Contact you would like to print. Options are: -
All Contacts -If you wish to print a list of all contacts for each child in the selection list, select this option.
Mum & Dad - If you wish to print only Mothers and Fathers details for each child in the selection list, select this option.
Primary Caregiver - If you wish to print details of people who are designated as Primary Caregivers for the children, select this option.
Emergency Contacts - If you wish to print details of people who have been nominated as Emergency Contacts for the children in the selection list, select this option.
Allowed to Collect - If you wish to print details of contacts who are allowed to collect children in the selection list, select this option.
Conditional Access -If you wish to print details of people who have been nominated as having conditional access to the children in the selection list, select this option.
Bill Payer - If you wish to print details of people who are responsible for paying the child's account, select this option.
Order
This field allows you to select which format you wish the Childs name to be displayed in - either first name last name birth date, girls first, boys first, application date etc....
View By
If you have multiple services, and if you have the required security access level, you can select Subgroup, Area, Region or Group from this drop-down list to include details from other services.
Create File
You can export the contents of the report to a .csv file for use in a spreadsheet by clicking the "create file" button. Once you have clicked on this button a file will be created and will be displayed at the bottom of the screen. To download the file to your computer, right click on the file and select "save as".
Delete File
When you no longer need the .csv file that you have created with the "Create File" button, you can delete the file from the Infocare server by clicking on the "Delete File" button associated with the file.
Print Options
Select the number of lines per page that you wish to print, and then select which fields you wish to include on the report. The order that the fields are selected in are the order that they will appear on the report.
Once you are satisfied that you have selected the correct criteria, click the "Print" button to print the report to your screen.
For further information or assistance call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
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