Using the Report System

Reporting is one of the most powerful tools in YouthCenter.

The above video will cover the topics below. Also, please see timestamps for support in specific topics:

🗂️ Introduction & Navigation #

• Agenda Overview – 00:00
• Location of Reports – 01:20
• Report Builder Location – 02:18

🛠️ Creating and Building Reports #

• Start Building New Report (under Case Manager) – 04:35
• Building Reports (continued) – 04:50
• Selecting a Data Source – 05:45
• Choosing Fields for Reporting – 07:06
• Identifying Searchable Fields – 10:10

💾 Saving, Viewing, and Running Reports #

• Saving & Viewing a Report – 12:17
• Search/Display Options When Viewing – 12:30
• Sorting Options & Running the Report – 14:10

📊 Modifying Report Criteria #

• Filtering by Date Range – 16:44
• Filtering by Range of Days (e.g., Past 5 Days) – 18:06
• Filtering by Time Frame (e.g., Past Month) – 19:50

🖨️ Output & Integration #

• Print/Export Options – 21:40
• Hooking a Report to an Application – 23:07
• Auto-Running a Hooked Report – 24:20

🔐 Sharing & Security #

• Best Practices for Sharing Reports – 25:07
• Report Security & Sharing (continued) – 27:10

🔔 Subscriptions & Notifications #

• Subscribing to a Report – 30:10
• Unsubscribing from a Report – 46:10

🧩 Custom Forms & Advanced Usage #

• Location of Custom Forms – 33:25
• Building Forms in Version 2.0 – (Refer to updated Custom Form System linked here; skip 35:19–38:24)
• Using Custom Reports – 39:30
• Filtering for Empty Fields / Missing Data – 46:57