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Add a Bookmark

The Data Exchange reports allow you to add Bookmarks to save your filters and selections for later use. Bookmarks can be created for reports you access on a regular basis. This task card describes the process of adding a Bookmark.

Add a case

What a case is, adding a case, referral and source reasons, and special data entry fields.

Add a case

This module will discuss how to add a case. A case is the first step in recording service delivery information within the Data Exchange.

Add a case video

What a case is, adding a case, referral and source reasons, and special data entry fields.

Add a session

What a session is, adding a session, entering session details, adding clients and support persons to the session, copying a session, record referrals to other services, and special data entry fields.

Add a session

This module will discuss how to add a session. A session records what service was delivered on a particular date within a reporting period, the type of service delivered and which clients attended.

Add a sheet

Data Exchange allows you to extend your story by adding one or more sheets (slides/pages) to it.

Add a snapshot

Add snapshots of the image items such as graphs, pie charts and line charts found in the Data Exchange reports to build a story.

Add a user

This module will discuss how to add a user to your organisation. As an Administrator you are responsible for adding other users from your organisation to be able to access and use the Data Exchange.

Add animations

Add animations to your story by using the Effects library. These visual effects can only be used on bar charts, line charts and pie charts.

Add items to a story

The Data Exchange reports allow you to add items such as animations, media, shapes, sheets, snapshots and text to your story.

Add shapes

The Data Exchange reports allow you to add shapes such as rectangles and circles to use on your story slides.

Add text

The Data Exchange reports allow you to add text to your story by adding headings and paragraphs.

Bulk XML upload

This module will discuss how to bulk upload. The intention of the bulk XML upload file is to allow service providers that operate existing client management systems to export files from their system to the Data Exchange.

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