Creating Custom Reports in CS360

Custom Reports allow you to build tailored data views using one or more datasets. This guide walks you through creating, configuring, running, and troubleshooting reports.

Step 1: Open Report Builder

Go to Reports>>Custom Reports
Click Create New Report

Step 2: Select Report Type

Choose the format that fits your goal:

Type	Use When
List	You want rows of data in a table
Summary	You need grouped totals or averages
Bar / Pie / Line	You want visual charts
Map	You need geographic display
Widget	You want a single metric
Transpose	You want rows converted to columns

Step 3: Choose Data Source

Select the dataset containing your information.

Examples:

Clients
Caregivers
Schedules
Payroll
Invoices

Tip: If you only need one dataset, select it and move on.

Step 4: Select Fields

Choose which fields (columns) appear in your report.

For each field you can:

Rename column label
Change format (date/time/text)
Hide column
Enable filtering
Reorder columns

Step 5: Add Filters

You can apply filters to limit data.

Two filter types exist:

Creator-only filters

Used while building
Hidden from users

User-editable filters

Visible when others run the report
Lets them customize results

Step 6: Combine Multiple Data Sources

You can pull data from multiple lists (for example: Caregivers + Schedules + Payroll).

Important Rule:
Each dataset must share at least one field with the dataset before it.

Common linking fields:

Caregiver ID (CID)
Client ID (CLID)
Schedule ID (SID)

If two datasets don’t share a field, they cannot be combined.

Step 7: Save or Run Report

You can:

Run → Preview without saving
Save → Store for future use

When saving, configure:

Report Name
Sort order
Page size
Max records
Unique rows
Total row option

Step 8: Require Filters Before Running (Optional)

Enable Wait for filters before running if you want users to select filters before results display.

Enabled → Report waits for input
Disabled → Runs immediately with defaults

Step 9: Example — Summary Report

Goal: Total scheduled units per client.

Steps:

Choose Summary Report
Add fields:
- Client Name
- Service Type
- Scheduled Units
Configure usage:
- Client Name → Group
- Service Type → Group or Detail
- Units → Sum
Add filter (example: Last Month)

Step 10: Run the Report

Click Run or Save & Run

Troubleshooting

If your report runs but shows no data:

Confirm datasets share a common field
Verify dataset order
Check filters aren’t excluding results
Make sure Wait for Filters isn’t enabled without filters
Confirm correct dataset selected (some have similar names)

If everything looks correct but still fails, contact support with:

Report name
Selected datasets
Filters used
Expected result

Best Practice for Multi-Dataset Reports

When adding a new dataset:

It must share a common field with the dataset before it.

Example correct order

Caregiver List
Schedule List (contains Caregiver ID)
Schedule Summary (contains Schedule ID)

Incorrect order is the most common cause of report errors.

✅ Dataset

Key Rule: Datasets must share at least one common field to work together.

Dataset	Compatible With
Caregiver Emergency Contacts	Caregiver List, Client Assessment, Client List, Client Payer Map, Invoice List, Payer List
Caregiver Expiration	Caregiver List, Client Assessment, Client List, Client Payer Map, Client Status List, Offices, Payments, Payroll List, Profit By Client, Schedule List
Caregiver List	Caregiver Emergency Contacts, Caregiver Expiration, Caregiver Notes, Caregiver Skills, Caregiver Skills and Restrictions, Caregiver Status History, Client List, Client Payer Map, Invoice List, Offices, Payer List, Payroll List, Profit By Client, Schedule List
Caregiver Notes	Caregiver List, Client List, Client Status List, Prospective Client List, Schedule List
Caregiver Skills	Caregiver List, Caregiver Notes, Client List, Invoice List, Payer List, Payments, Payroll List, Profit By Client, Schedule List, Schedule Summary
Caregiver Skills and Restrictions	Caregiver List, Office Bill Pay Rate, Offices, Schedule List, Schedule Summary
Caregiver Status History	Caregiver List, Client List, Office Bill Pay Rate, Offices, Staff List, Staff Tasks
Payments / Staff / Invoice Relations	Client List, Invoice List, Payments, Staff List, Staff Tasks