Table of Contents
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 – 0:00
- Location of Reports – 1:20
- Report Builder Location – 2:18
🛠️ Creating and Building Reports #
- Start Building New Report (under Case Manager) – 4:35
- Building Reports (continued) – 4:50
- Selecting a Data Source – 5:45
- Choosing Fields for Reporting – 7:06
- 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
