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As part of the Data Exchange, all organisations that use the Data Exchange will have access to their own set of reports, which reflect the information submitted by their organisation. All available reports are accessed via the Data Exchange web-based portal. The ability to access the data and run reports will reflect the level of user access within the organisation.
Qlik reports have been designed to initially display a standard set of data fields. At times, you may wish to add different data to your report. These additional filters are available from the Selections tool.
In all of the reports, there are a number of functions which can change how the reports look. This can be useful when building a story or to help make analysing data easier. These changes can be applied to any visualisation in Qlik including graphs, charts and tables.
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.
Recording alternate forms of service delivery
This fact sheet provides information to assist organisations on how to record telephone, virtual or remote service delivery in the Data Exchange.
System re-opening request form – task card for organisations
As per the Data Exchange Protocols, service providers can choose to enter data any time within a reporting period. Following the close of a reporting period, organisations have an additional 30 days to enter their performance data.
Export the story
A story will need to be exported before it can be printed or played outside of the Data Exchange application.
Preview the story
Data Exchange allows you to preview your story before exporting to PDF or PowerPoint.
Add a sheet
Data Exchange allows you to extend your story by adding one or more sheets (slides/pages) to it.
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 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.
The Data Exchange reports allow you to add shapes such as rectangles and circles to use on your story slides.
The Data Exchange reports allow you to add text to your story by adding headings and paragraphs.
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.
Data Exchange reports allow you to filter data by selecting items from the available objects on the report sheet.
Introduction and access
The Data Exchange is an innovative and intuitive suite of applications (reports) which display data reported in the Data Exchange.
Quick guide to using reports
One way you can use the different features of the Data Exchange reports.
View and edit a SCORE assessment
How to view, edit and add a SCORE assessment.
Add a SCORE Assessment
What SCORE is, client or community SCORE, SCORE icons, adding a client or a community SCORE.
What a novation is, before commencing a novation, and processing a novation.
Partnership approach data items
What the partnership approach is, if the partnership approach is mandatory, partnership approach data items, and list of partnership approach data items.
Find and edit a session
Information on updating sessions, finding a session, results section, and editing a session.
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.
Find and edit a case
Information on updating cases, finding a case, search area fields, results section, and ending a case.