Services Report

What is the Services Report?

The Services Report allows agency leadership to view all services recorded at the agency. This helps your agency understand which service utilization, frequency, and cost. If you have access to the Licensing module only, you will be able to view recorded services for caregivers. If you have access to the Case Management module, you will also be able to view recorded services for caregivers, children, and youth.

Screenshot of Services Report

How do I access the Services Report?

The Services Report can be accessed via the Reports menu in the navigation bar. 

What data does the report display?

The Services Report contains the following information.

Column Title Description
Worker Assigned to Child Name of agency worker assigned to child or youth. Only populates for services to children and youth.
Child First Name First name of child or youth. Only populates for services to children and youth.
Child Last Name Last name of child or youth. Only populates for services to children and youth.
Custodial County County legally responsible for the child, applicable for private agencies. Only populates for services to children and youth.
Workers Assigned to Family Name of agency worker(s) assigned to caregivers. Only populates for services to caregivers.
Family Name First and last name of caregivers. Only populates for services to caregivers.
Service Added By Name of agency worker that recorded the service.
Service Name of the service recorded.
Service Offering Dates Dates that a service was offered to a caregiver, child, or youth.
Service Used Date(s) Dates that a service was utilized by a caregiver, child, or youth.
Amount Per Occurrence Cost per instance of service utilization.
Details Additional details if provided by agency worker.
Total For Report Period Total cost of service for the selected dates of the report.

What data can I export?

The Services Report provides a downloadable Comma Separated Values (CSV) file. The report contains additional information about caregivers, children, and youth than what displays on the dashboard. This is done to assist agencies in conducting further analysis of services. The following information can be exported:

  • Worker assigned to child 
  • Supervisor(s) of worker assigned to child
  • External id 
  • Child first name 
  • Child last name       
  • Child date of birth     
  • Child gender 
  • Level of care 
  • Program short code(s)        
  • Program name(s)      
  • Child ethnicities        
  • Custodial county       
  • Workers assigned to family   
  • Supervisors of workers assigned to family   
  • Family external id      
  • External family id      
  • Family name  
  • Family ethnicities      
  • Family type    
  • Service added by       
  • Service category        
  • Service name 
  • Service code  
  • Funding source          
  • Service referred date
  • Service offered date  
  • Service accepted date           
  • Service used date(s)  
  • Service frequency     
  • Amount per occurrence        
  • Details
  • Total for report period
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