Disability monitoring reporting

This help guide will show you how to report on disability monitoring.

Overview

There are three code tables associated with disability monitoring in order to categorise the data that is captured in the Equal Opportunities section of the Personal Details page:
- Disability Confirmation
- Disability Assessment
- Disability Option

Data in the dropdowns are managed via the related code tables, see linked guide for more details

To build the new report click Reporting/Reports > Report Admin > Report Designer (licence required).
Follow these steps along each page of the wizard:
Step 1 > Insert New Record > Design a new report
Step 2 > Select Personal Details as the master table on the left-hand side of your screen and then follow the steps below:

Add any identifying fields as needed from the Personal Details table (such as name etc, disability notes are also stored in this table)
Then to link the Disability Options table, select at least one field from the Personal Disability Data Table to make the connection
You can then add the Description field from the three associated tables (you may see additional MultiEntity tables if you have the optional configuration enabled)

Step 3 > You do not need to select any data rules
Step 4 > Do not include any additional tables
Step 5 > Select subset as required (‘use a subset’ recommended)
Step 6 > Select a filter as required
Step 7 > Finish your report by including a Title, Description and selecting a Report Group
It is recommended to run this report as a Dynamic Spreadsheet type so you can amend the layout and add pivot tables/formulae in the usual way. Then check your template back in to save the changes
Once happy with your report, click Edit Settings to enable it and grant access to the appropriate user roles for them to be able to run it from the Reports menu. See the linked guides for more details

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