1. Before creating a report, first make sure a report does not already exist that suits your needs.
  2. Mark obsolete reports as inactive, or delete them.
  3. Don’t create a whole new report just to change a filter or two. Instead, just adjust filters on an existing report to get what you need. (This will prevent you from having to do item #2 so much.)

Recommended Fields for ALL Reports:

  • Case ID #
  • Case Invalid
  • Case Type
  • Intake Date (...with a filter applied)
  • Row Count

Recommend Fields for Reports with Service fields:

  • Those above plus...
  • Appointment Status
  • Elaborate Service
  • Service Date (...with a filter applied)
  • Service Performed
  • Simple Service

Questions for Aggregation:

  1. “Can a case have more than one of these?” If No, leave as-is ~ unaggregated. If Yes, go to question #2.
  2. “Do I have or want this field as a label in a crosstab (or piechart, etc.)?” If Yes, leave it as-is ~ go to the next column. If No, then aggregate--and be sure that the field is somewhere in all crosstabs that you create.

See Also: