- Video Tutorials
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This screen is used to print a variety of reports with details of the children’s contacts. Using the Contact Details Screen, you can choose from a variety of pre-defined reports, or you can define your own report.
Once you have selected the desired criteria, click Print to display the report to your screen. Alternatively, click Print to Printer to print a hard copy of the report.
If you would like to create a .csv file from one of the reports, select the desired parameters, display the report to the screen, and click the
icon next to the Print button. The created file name will be displayed on the screen. Click on the file name if you wish to open it or right click to download a copy to your computer. If you wish to delete the file, click the Delete File icon at the right hand side of the screen.
Please enter the date that you wish to report on by entering the Date in the Date field.
Using the Category drop down list, you can restrict the children included on the report to one of your defined categories.
From the Print Mode drop down list, you can select from a list of Default child details reports or from previously saved Custom child details reports. As you select each report, the fields which are included in the report are displayed in the Field column at the left hand side of the screen. You can modify the fields if you wish by clicking the down arrow in the relevant field box and then selecting the actual data you would like to include. You also include more fields if required by clicking on the empty Field and then selecting the additional data you require. Default reports available are:
Summary Telephone - will print a summarised list of details including telephone numbers.
Summary Address - will print a summarised list of details including address details.
Detailed - will print a report with all details included.
Using the Which Contacts drop down list, you can chooses to print details for All Contacts, Mum & Dad, Primary Caregivers, Emergency Contacts, Allowed to Collect, Conditional Access, or Bill Payer.
If your service is part of a group of services, using the View By drop down list you can choose to display details for children from your Centre, Subgroup, Area, Region, or Group.
Using the Order drop down list you can choose which order children's names will be displayed on the report. For instance, if you want names to appear in first name alphabetic order, select First Name; however if you would prefer children to be displayed in birth date order, select Birth Date.
In the Field column, you can select the fields that you would like to include if you are creating a Custom report. Use the down arrow in each of the field blocks to select the required field for your report. You can select up to 25 fields on a single report. Please be aware that if you wish to print a report where you have selected numerous fields, they may not all fit on a single page. Once you have selected the required fields, please click Apply at the bottom of the screen to display the report. If you wish to save the selected fields while you navigate elsewhere in Infocare, select the Lock Fields radio button. This will keep all the fields you have selected even if you navigate to another screen. Please note that if you have checked the Lock Fields radio button and then select a pre-defined report from the Print Mode drop down list, that report will not be displayed until you uncheck the Lock Fields radio button.
You can define the number of lines you want to print on a page by entering the number in the Lines Per Page field. This is useful if you are defining a print that has many fields included and will require printing in landscape mode.
If you would like to save the Custom report you have created, so that you can use the same parameters again in the future, enter the name you would like to call this report in the Save As field and click the blue save icon next to the Save As field.
You can also determine if the Custom report you have created can be seen by yourself or other services within your group by selecting the desired option from the Visibility drop down list.
For further information or assistance call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
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