How to read the report

This article will walk you through how to read the report you generate.

The structure of the report

General measures and MSD measures

There are two major sections to the report page. the General measures and the MSD measures (for MSD -funded services).

The General measures section focuses on measures that are useful to you to keep track of clients in your service. Whereas the MSD measures section contains all the measures required in your quarterly MSD provider report.

Subsections

The report itself is very large, so we hide the content in these subsections.

Click on the subsection to open it out, revealing the measures. 

Percentages

This column is of percentages. Usually a percent of client cases or sessions. For example, the one pictured below shows the percent of Overall value of sessions in each of the three session caterories.

Counts

This column counts the total number or records implicated. So, in this example you can see the number of no-show sessions logged is 13.

View records

For each row, you can click on the View records link to see which records are implicated in that measure. If any number on your report is different from what you expected, the View records link can help you work out what might have gone wrong.

When you click on View records, you will be taken to a page which explains exactly how the measure is generated from your data (in the blue box), and a list of the records counted in the report.

Clicking on any of the records will take you to that record.

What you should know about the MSD measures section

The purpose of the MSD measures sections is for you to be able to see what numbers MSD will get in the next quarterly provider report.

Filters applied to the report page are not applied to the MSD measures sections. This is done to not mislead you about which numbers MSD will get in the report. 

This section of the report also only implicates client records which are in the BFC Core (MSD funded) or BFC Plus funding groups. This is so that only information about client cases funded by MSD are reported to MSD. In your settings, you can set all cases to automatically be be assigned to the BFC Core (MSD funded) funding group.

Useful notes on filters

When you run the report, it includes all client records that were open sometime during that reporting period. But this isn't always the most useful way to run a report. I want to tell you about three ways you can scope your report to make sure 

Occurred on

The unfiltered report is most useful when looking at measures which you need to know were recorded within your report date range. This incudes the following measures.

• Value of financial mentoring sessions
• Value of no-show sessions
• Number of MoneyMates sessions
• Number of food parcels provided
• Number of client cases
• Number of new client cases
• Number of client cases brought forward (cases opened before reporting time period)
• Number of cases closed

Cases opened within the report date range

There are measures which are most useful to measure based on cases started within your report date range. This is usually anything on your client intake form because they don't require the client case to be completed to be useful. Particularly demographic information. 

This is most useful for measuring demand.

Cases closed within the report date range

This filter is most useful when you think including incomplete cases would return unhelpful or numbers. Anything to do with debt, income, reasons for hardship, advocacy actions, reasons for closure etc.

Outside of measuring demand, this is the most useful way to scope your report.