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Reports Overview
- 08 Jul 2022
- 10 Minutes to read
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Reports Overview
- Updated on 08 Jul 2022
- 10 Minutes to read
-
Print
-
DarkLight
-
PDF
There are many Reports built into Generations. Access them from the list at the top of the Home Screen or via the Reports icon.
- Reports can be emailed, printed, or exported to Microsoft Word and/or Microsoft Excel in the same format as you see on the screen.
- You can also flag your most frequently used Reports as Favorites so they are easier to find.
- For additional reporting options, look at the Report Writer.
As a best practice, do not send any electronic messages (including reports, emails, and text messages) that contain identifiable Client information like full name, address, phone, date of birth, etc.
Videos
- Reports Overview including browser settings
- Billing Reports Overview
- Client Reports Overview
- Scheduling Reports Overview
- Call Center Report
- Timesheet Reports
Watch a 48-minute Spotlight Session webinar about Reports and Report Writer from July 2020. Download the webinar slides.
How To Run a Report
Select a Report Category: Billing, Caregivers, Case Managers, Clients, Mailing Labels/Badges, Schedules, EVV, Timesheet/Payroll, or Covid-19. You can also search for a specific report.
Select the format. The default is PDF.
Select the Report you want to see.
Select Report parameters. Parameters vary for each Report. Here are the parameters for the Client Directory Report:
Click OK and the report opens.
Favorite Reports
Flag your most frequently used Reports as Favorites so they are easier to find.
Click the star next to the Report. In the example below, Billing Report by Client is marked as a Favorite.
Find your favorites in the Favorites tab.
Reports in Generations
Below is a summary of the reports and descriptions in alphabetical order. New reports are constantly added so this list may not reflect all system reports.
A
| Term | Category | Description |
|---|---|---|
| ACA Full Time Equivalent | Caregivers | Helps comply with the employer mandate of the Affordable Care Act. |
| ACA Measurement | Caregivers | Determines insurance eligibility for established employees under ACA guidelines. |
| ACA New Hire Measurement | Caregivers | Determines insurance eligibility for new hires under ACA guidelines. |
| Advance Billing Reconciliation | Billing | Reconciles changes to Timesheets since the Advance Billing Checkpoint was clicked. |
| Available Shifts Grouped by Case Manager | Case Manager | Lists all Available Shifts by Case Manager and date range. |
| Available Shifts Grouped by Date | Schedules | Lists shifts that need to be filled by date. |
| Available Shifts Grouped by Clients | Schedules | Lists shifts that need to be filled by Client and date range. |
| Available Shift Request Report | Schedules | Lists all available shift requests. |
B
| Report | Category | Description |
|---|---|---|
| Billing Report by Client | Billing | Billing details for Clients shown by service and shift including Other Expenses. Also used for CMS1500/837p and UB04/837i. |
| Billing Report by Date | Billing | Billing details shown by client and type of services; does not include Other Expenses. |
| Billing Report by Service | Billing | Billing details shown by date and client; does not include Other Expenses. |
C
| Report | Category | Description |
|---|---|---|
| Calendar Reports | Schedules | Prints a calendar-style report for one or more months for Clients or Caregivers. |
| Call Center Report | Call Center activities. This is the same report available in the Call Center. | |
| Cancelled Shifts | Schedules | Schedules by date with cancelled shifts. |
| Caregiver Anniversary (Date of Hire) | Caregivers | Lists all Caregivers with date of hire between given dates. |
| Caregiver Assignments | Caregivers | Can be shared with Caregivers and includes visit details and client address/location . Some information pulls from Client Misc. tab. |
| Caregiver Badges | Caregivers, Mailing Lables | Name badges with optional pictures. Requires Avery label templates. |
| Caregiver Birthday | Caregivers | Birthdays within a given month. |
| Caregiver Directory | Caregivers | Prints a directory style listing of Caregivers, Classification, addresses, and phone numbers. |
| Caregiver In-Services | Caregivers | In-Service report grouped by Caregivers. |
| Caregiver Information Summary | Caregivers | Prints a summary of information for each selected Caregiver. |
| Caregiver Mailing Labels | Mailing Labels | Mailing labels for Caregivers. Requires Avery label templates. |
| Caregiver Mini-Schedules | Schedules | A condensed format listing of shifts for Caregivers. |
| Caregiver Notes | Caregivers | Note report that can be filtered by Caregiver, Note Type, and date range. |
| Caregiver Referral | Caregivers | A list of Caregiver referrals. |
| Caregiver Reminders | Caregivers | Creates reports, letters, and labels for TB tests, license renewal, performance reviews, etc. Learn more about the report parameters. |
| Caregiver Statistics Report | Caregivers | Provides statistical analysis of Caregivers/Applicants and hours worked. |
| Caregiver Vacations and Absences | Caregivers | Reports on Caregiver scheduled and unscheduled absences. |
| Caregiver Working Report | Caregivers | Summarizes Caregiver visits between a selected date range. |
| Caregiver Visit Count Report | Caregivers | Count of confirmed visits by Caregiver. |
| Caregivers by Classification | Caregivers | A list of Caregivers grouped by Classification. |
| Case Managers Assigned Clients | Case Manager, Clients | Lists each Case Manager and the Clients they are assigned to. |
| Case Manager Case Load | Case Manager | Scheduled Client hours by Case Manager |
| Case Manager Mailing Labels | Mailing Labels | Mailing labels for Case Managers |
| Charting Report | Schedules | For Care and Wound Notes |
| Client Assessment Form - Blank | Clients | A blank Client Assessment form. |
| Client Birthdays | Clients | List of Client birthdays for a given month. Pulls from the Personal Data screen of each Client. |
| Client Contacts | Clients | Lists Client and detailed information about Contacts. |
| Client Directory | Clients | Prints a directory-style listing of Clients, addresses, and phone numbers. |
| Client Information Summary | Clients | Summarizes information on the Client. Can be given to a Caregiver and can be run from the Client Personal Data screen. |
| Client Interruption of Service | Clients | Shows all Interruptions of Service occurring along with any existing Schedules during that time. |
| Client Mailing Labels | Mailing Labels | Mailing labels for clients. |
| Client Medications | Clients | Lists medications and pulls from the medication tab on the Plan of Care. |
| Client Mini-Schedules | Clients | Prints a condensed format listing of shifts for Clients. |
| Client Notes | Clients, Case Manager | Prints Client Notes by date range. |
| Client Reminders | Clients, Case Manager | Prints Client Notes by date range. |
| Client Retention | Clients | Average number of days Clients are serviced. Learn more about this report. |
| Client Roster Report | Clients | Lists all active Clients along with age, service start, gender, diagnosis, county, client type, and priority. |
| Client Service Order Summary | Clients | Lists all Service Orders entered for Clients. |
| Client Statistics Report | Clients | A statistical analysis of Clients and hours. Learn more. |
| Client Supervised Visits Due | Clients, Case Manager | Lists all Clients who have a Supervised Visit due between a given date range. |
| CMS1500 ICD10 Code Conversion Chart | Clients | CMS1500 ICD10 Code Conversion Report for each client. |
| Completed Schedules and Tasks | Schedules, Case Manager | Lists schedules with task status, EVV logins, and signatures. Learn more about this report. |
| Confirmed Shifts | Schedules | All confirmed shifts by a given date range. |
| COVID-19 Vaccination Status Report | COVID-19 | Lists Clients or Caregiver vaccination status, vaccine dates, vaccine type, refusal reasons, etc. |
| Custom Reports | Report Writer | Allows you to create custom reports from various report sources. Learn more about Report Writer. |
D
| Report | Category | Description |
|---|---|---|
| DST Adjusted Timesheets | Timesheets/Payroll | List of Timesheets with DST Adjusted (14 March 2021 to 07 November 2021) |
| Duplicate EVV ID Report | EVV | Lists all duplicates that need to be fixed or the EVV calls will not match to your schedules. |
E
| Report | Category | Description |
|---|---|---|
| EVV Call Log | EVV | Lists the Caregivers Call log. |
| EVV Details | EVV | EVV Details |
| EVV ID by Caregiver | EVV | Lists the Caregiver EVV IDs. |
| EVV ID by Client | EVV | Lists the Client EVV IDs. |
| EVV Mileage | EVV | Mileage entered by caregivers using EVV. |
| EVV Schedules | EVV | Schedules listing including EVV data. |
G
| Report | Category | Description |
|---|---|---|
| Gross Profit Report | Billing | Determines which Clients and services are most profitable. Helpful when analyzing revenue, payroll, and gross profit by Client, Client Type, service, location, Referral Source, and shift. |
H
| Report | Category | Description |
|---|---|---|
| Hospitalizations and ER Visits | Clients | Details and summary outcomes for Client hospitalizations and ER visits based on Interruption of Service, hospital discharge prior to SOC, and ER visits prior to SOC in the Client's file. Details include all hospitalizations and ER events, while the summary provides graphs and statistics on re-admission percentages. Learn more about this report. |
I
| Report | Category | Description |
|---|---|---|
| Inquiries and Assessments Report | Clients, Case Manager | Lists inquiries and assessments by date range and location, plus the ratio of assessments to inquiries. Learn more about this report. |
| Invalid Caregiver Logins | Caregivers | Lists invalid website logins of Caregivers. |
| Invalid Client logins | Clients | Lists invalid website logins of Clients. |
M
| Report | Category | Description |
|---|---|---|
| Manual Exceptions Report | Schedules | Lists schedules with resolved/unresolved exceptions. Can be filtered and/or grouped by client, caregiver, payor, and exceptions. |
| Medications Administration Record (MARS) | Clients | Creates a monthly report based on information in the Medications tab of the Plan of Care for use by caregivers to record when medications are administered. |
O
| Report | Category | Description |
|---|---|---|
| Other Expenses by Caregiver | Schedules, Timesheets | Lists other expenses as entered on the other expenses tab of the schedule and/or timesheets. |
| Other Expenses by Client | Billing | Lists other expenses as entered on the other expenses tab of the schedules and/or timesheets. |
| Over Duration Calls | EVV | Lists Over Duration Calls |
| Overlapping Schedule Conflicts | Schedules | Reports overlapping conflicts by Clients. |
| Overlapping Timesheet Conflicts | Timesheets/Payroll | Shows overlapping conflicts by Client or Caregiver. |
| Overtime Report | Timesheets/Payroll | Overtime hours worked per pay period. |
P
| Report | Category | Description |
|---|---|---|
| Paycheck Protection FTE Report | Caregivers | Weekly calculation of FTEs. |
| Payor Mailing Labels | Mailing Labels | Mailing labels for Payors. |
| Payor Directory Report | Clients | Payor details. |
| Payors Assigned to Clients | Clients | Prints a list of Payors and the Clients they are assigned to. |
| Physician Mailing Labels | Mailing Labels | Mailing labels for physicians |
| Plan of Care - CMS485 | Clients | Prints the last plan of care for the selected Client. |
| Plan of Care - Private Duty | Clients | Care Plan Report by Client. |
| Plan of Care - Tasks (7 day) | Clients | 1 to 4 week summary report for Plan of Care Tasks. |
| Plan of Care Ending | Clients | Lists Plans of Care ending by date range. |
| Projected Billing Report | Billing | Billing details by Client projected based on current Schedules |
Q
| Report | Category | Description |
|---|---|---|
| Quality Assurance Ratings | Clients | Quality assurance feedback your clients have submitted. |
R
| Report | Category | Description |
|---|---|---|
| Received Timecards | Timesheet/Payroll | Weekly checklist showing which timecards have been received. |
| Referral Mailing List | Mailing Labels | Mailing labels for referral sources. |
| Referral Source Directory | Clients | A directory of all Referral Sources. |
| Referrals by Date | Clients | All referrals for a given date range with options to include inquiry or service start date. |
S
| Report | Category | Description |
|---|---|---|
| Sales Rep by Client Report | Clients | Lists all clients by sales representative. |
| Schedule Conflict Report | Schedules | Report identifies scheduling having the following conflicts: overlapping shifts, service order authorizations, exclusions, interruptions of service, scheduled absences, and availability. |
| Scheduled Overtime Hours Report | Schedules | Displays which Caregivers have overtime in their schedules. |
| Scheduled Service Ending | Schedule | Displays the last date of service scheduled per Client. Use this report to identify which Schedules need to be extended. |
| Scheduled Task Report | Schedules | Listing of schedules with tasks to be completed grouped by client or caregiver. |
| Schedules by Date | Schedules | Lists all Schedules sorted by date, start time of shift, and Caregiver. |
| Schedules Confirmed Time | Schedule | Displays the schedule confirmed times versus the time the shift was originally scheduled. |
| Schedules Missing Timesheets | Schedules | List of confirmed schedules that do not have a Timesheet record. |
| Schedules vs. Confirmed Time | Schedules | Displays the scheduled vs. confirmed time for each shift grouped by client or caregiver. Note: If the shift was created before this report was added to Generations in August 2016, NA is displayed in the scheduled start and end times. |
| Screening Report | Schedules | Results for screening caregivers prior to working. |
| Service Order Authorizations | Clients | Tracks authorized units or amounts for Service Orders. |
| Service Order Details Grouped by Client | Clients | Service Order details for each Client listed by date and service performed. |
| Service Order Details Grouped by Date | Clients | Service Order details for each Client listed by Client and date of service. |
| Service Order Details Grouped by Service | Clients | Service Order details for each Client listed by Service performed. |
| Service Order Ending Date | Clients | Lists all service orders with an end date within the specified range. |
| Service Order Prospective Schedules | Clients | Details how schedules would look if created based on service order settings. Options available to group by client, by date, and by service. This report does not display actual schedules. For scheduling authorizations run the Service Order Authorization Report. |
| Supervised Visits | Caregivers | Prints a list of supervised visits for caregivers for a given date range. |
T
| Report | Category | Description |
|---|---|---|
| Timesheet Detail by Pay Period | Timesheets/Payroll | Total and overtime hours for each Caregiver summarized by pay period and Client. You can also show actual EVV Call times on this report. To select multiple weeks, hold down your shift or control keys while selecting weeks. |
| Timesheet Summary by Pay Period | Timesheets/Payroll | Summary of total and overtime hours for each Caregiver summarized by pay period and Client. |
| Timesheet Summary by Payroll Item | Timesheets/Payroll | Summary of regular, overtime, and holiday hours for each payroll item. |
| Timesheets Missing Schedules | Timesheets/Payroll | Listing of Timesheets that do not have an associated schedule record. |
U
| Report | Category | Description |
|---|---|---|
| Unconfirmed Shifts | Schedules, Case Manager | Lists all shifts that have not been confirmed by Client or date range. |
V
| Report | Category | Description |
|---|---|---|
| Virginia Medicaid DMAS | Schedules | DMS90 provider aide record required by Virginia Medicaid. Learn more about the electronic DMAS. You can also print and share with the caregiver. |
| Visit Count Report | Clients | Count of confirmed visits by Client, grouped by Caregiver Classification. |
W
| Report | Category | Description |
|---|---|---|
| Weekly Schedules Report | Schedules | Bird's eye view of Schedules going forward for the next seven (7) days for either Clients or Caregivers. |
| Wellness Report | Schedules, Case Manager | Lists all wellness questions associated with schedules grouped by clients and dates. |
| Wound Summary | Clients | Client wound summary report. |
Billing Reports
- Advance Billing Reconciliation
- Billing Report by Client
- Billing Report by Date
- Billing Report by Service
- Gross Profit Report
- Other Expenses Report by Client
- Projected Billing Report
Caregiver Reports
- ACA Full Time Equivalent
- ACA Measurement
- ACA New Hire Measurement
- Caregiver Anniversary (Date of Hire) Report
- Caregiver Assignments
- Caregiver Badges
- Caregiver Birthdays
- Caregiver Directory
- Caregiver Information Summary
- Caregiver In-Services
- Caregiver Notes
- Caregiver Referral
- Caregiver Reminders Report
- Caregiver Statistics Report
- Caregiver Vacations and Absences
- Caregivers Visit Count Report
- Caregiver Working Report
- Caregivers by Classification
- Invalid Caregiver Logins
- Paycheck Protection FTE Report
- Supervised Visits
Case Manager Reports
- Available Shifts Grouped by Case Manager
- Case Manager Assigned Clients
- Case Manager Case Load
- Client Notes
- Client Reminders
- Client Supervisory Visits Due
- Completed Schedules and Tasks
- Inquiries and Assessments Report
- Unconfirmed Shifts
- Wellness Report
Client Reports
- Case Manager Assigned Clients
- Client Assessment Form - Blank
- Client Birthdays
- Client Contacts
- Client Directory
- Client Information Summary
- Client Interruption of Service
- Client Medication
- Client Notes
- Client Reminders
- Client Retention
- Client Roster Report
- Client Statistics Report
- Client Supervisory Visits Due
- Client Visit County Summary Report
- CMS1500 ICD10 Code Conversion Report
- Hospitalizations and ER Visits
- Inquiries and Assessments Report
- Invalid Client Logins
- Medication Administration Record (MARS)
- Payor Directory Report
- Payors Assigned to Clients
- Plan of Care - CMS485
- Plan of Care - Private Duty
- Plan of Care - Tasks (7 day)
- Plan of Care Ending
- Quality Assurance Ratings
- Referral Source Directory
- Referrals by Date
- Sales Rep by Client Report
- Service Order Authorization
- Service Order Ending Report
- Service Order Prospective Schedules
- Visit Count Report
- Wound Summary
COVID-19 Reports
- COVID-19 Vaccination Status Report
EVV Reports
- Duplicate EVV Report
- EVV Call Log
- EVV Details
- EVV ID by Caregiver
- EVV ID by Client
- EVV Mileage
- EVV Schedules
- Over Duration Calls Report
Mailing Labels Reports
- Caregiver Badges
- Caregiver Mailing Labels
- Case Manager Mailing Labels
- Client Mailing Labels
- Payor Mailing Labels
- Physician Mailing Labels
- Referral Mailing Labels
Schedules Reports
- Available Shift Requests Report
- Available Shifts Grouped by Date
- Available Shifts Grouped by Client
- Calendar Reports
- Cancelled Shifts
- Caregiver Mini-Schedules
- Charting Report
- Client Mini-Schedules
- Completed Schedules and Tasks
- Confirmed Shifts
- Manual Exceptions Report
- Other Expenses Report by Caregiver
- Schedule Conflict Report
- Scheduled Overtime Hours Report
- Scheduled Service ending
- Scheduled Task Report
- Scheduled vs. Confirmed Times
- Schedules by Date
- Schedules Missing Timesheets
- Screening Report
- Unconfirmed Shifts
- Virginia Medicaid DMAS-90
- Weekly Schedules Report
- Wellness Report
Timesheet/Payroll Reports
- DST Adjusted Times
- Other Expenses Report by Caregiver
- Overlapping Timesheet Conflicts
- Overtime Report
- Received Timecards
- Timesheet Detail by Pay Period
- Timesheet Summary by Pay Period
- Timesheet Summary by Payroll Item
- Timesheets Missing Schedules
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