I Need A Report That Shows
  • 01 Feb 2024
  • 3 Minutes to read
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I Need A Report That Shows

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Article Summary

There are countless different ways to extract data from Generations. Here are examples that we've had requested and the recommended solutions. Many times you can create a report either in the client/caregiver list or Report Writer. 

  • You can save the reports and load them at a later date or export to Excel for further exploration. 
  • Find Report Writer under the Reports list at the top of the Home Screen. 
  • There is details information on how to work with Report Writer in the Report Writer article. 

Client Reports

Client Start of Care/Start of Service Date

  • There are a couple of options to get the Start of Service into report format.
  • Try the Client Roster Report which includes service start date.
  • Use the Client List or Report Writer (and clients as the report source) and use column chooser to show service start date. 

Clients Serviced By Diagnosis Code

  • The Client Statistics Report shows this information plus clients serviced by client type, by county, by priority, and more.
  • You could also use the Client List or Report Writer (and clients as the report source.) Use column chooser to show client name and diagnosis.

Client and Contact Information

  • The Client Contacts Report shows the name of the client and detailed information about contacts.
  • You could also use the Report Writer and Client Contacts as report source. Use column chooser to select desired information.

Active Clients Between X and X Dates

  • Do this either in the Client List or in Report Writer (and clients as the report source.)
  • Use column chooser to include service start date and service end date - and any other information you want to include.


Caregiver Reports

Active Caregivers Between X and X Dates

  • Do this either in the Caregiver List or in Report Writer (and caregivers as the report source.)
  • Use column chooser to include hire date and term date - and any other information you want to include.

Caregivers Not Assigned To A Case

  • The Caregiver Working Report helps you see how the workload is distributed amongst caregivers. For example, if you run this based on schedules with a Max number of visits set to 0, you can see which caregivers are not working.
  • You can caregivers who are not assigned to a case on schedules. 
    • For example, a caregiver menu in the Month view of schedules shows you numbers next to caregivers who are working and zeros next to caregivers who are not working. 
    • Use the Weekly view, then click display options, switch the view to caregivers, and remove the checkmark from "Hide Clients Without Schedules."
  • The Weekly Schedules Report also has an option to include clients or caregivers without a schedule.

Termination Dates of Inactive Caregivers

  • Do this either in the Caregiver List or in Report Writer (and caregivers as the report source.)
  • Use column chooser to include status and term date - and any other information you want to include.

Timesheets, Billing, and Payroll Reports

Total Hours Worked Between X and X Dates

  • If you want a count of hours only (and not what is on the timesheets) look at the Caregiver Mini-Schedules Report.
  • The Timesheet Detail Report shows total hours.
  • You may also want to contact your payroll company.

Total Hours of Service Between X and X Dates

  • If you want a count of scheduled hours (and not what is on timesheets,) look at the Client Mini-Schedules Report.
  • The Billing Report by Client is your best bet for total hours.
  • You may also want to review billing information in your accounting software.

Billable Hours Broken Down By Caregiver Classification

  • This is best run in Report Writer. 
  • Use the Report Source of Timesheet Report. 
  • Use the Column Chooser to select columns that meet your needs.


Office Staff Reports

Shifts Changed By A Scheduler

  • There is an audit trail on individual shifts, but not a comprehensive report or audit that shows every change made to every schedule by a particular user.
  • Try looking at the Delete Schedules Audit and the other Audit options under the Admin menu to get a better sense of what the scheduler is doing through the day.

Office Staff Activity In Generations

Look at the different Audit options under the Admin menu. Here are some suggestions.

  • Audit User Log shows when users access Generations and you can filter to specific users and/or dates.
  • Client Audit Trail shows what was changed or deleted in Client files.
  • Delete Schedules Audit shows all deleted schedules plus when and by whom the shifts were deleted.
  • There is an audit button on most schedules.
  • Both Clients and Caregiver files have an Audit button that shows who first added and who most recently updated the item.
  • Look for the magnifying glass icon in other areas that show who first added and who most recently updated the item.

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