Overview

This guide will go through process used to generate management reports and provide examples of reports, which may assist with maintaining your database.

Navigating to the reports

Click in the search box and select either “Full list” or a specific “Advanced” search option depending on the client list you require

Once your search results appear, navigate to the Reports, and Merge report

If you do not see the “reports” option, please ensure you click the Cogs

Select your target clients and then your Report category from the list.

List of available CWT Reports

Reports available under *CWT – Reports

Marked are the examples to be provided in this document.

Generating the reports

To run the report, click on the arrow (play button). Complete any variables.

You will receive a notification if any required and then click on execute and wait for the bell icon

Samples of available reports & generation

Practice Reporting – Client Services Report

Variables (not mandatory)

Dates From, To

Service Level (can be ignored) or speak with CWT to get your specific code.

Output

Provides both a combined list as well as individual month breakdown

Practice Reporting – CWT Data Integrity Report

Selections

(no variables)

Output

Practice Reporting – FDS and Consent Report

Selections

Variables

From

To

Output

Practice Reporting – Benchmark not met Report

Selections

“Y” will be noted however

this variable can be ignored.

Output