Filters
Data Exchange reports allow you to filter data by selecting items from the available objects on the report sheet.
Content tagged with 'Technical'
Introduction and access
The Data Exchange is an innovative and intuitive suite of applications (reports) which display data reported in the Data Exchange.
Add a SCORE assessment
This module will discuss how to add a SCORE assessment.
Find a case
This module will discuss how to find an existing case.
Find a client
This module will discuss how to find out more information on client records.
Quick guide to using reports
One way you can use the different features of the Data Exchange reports.
Add a community case and session
This module will discuss creating a case and session with no individual clients attached; and editing the case and session to attach individual clients.
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 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.