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This screen is used to view/print a variety of default or pre-defined customs reports with details of the children’s contacts.
Report Selection Criteria
Enter the date for the report in the Date field.
Use the Category drop down list to select the children to include on the report. (ie: current enrolments)
From the Print Mode drop down list, select a report from the list of Default reports or from a previously saved Custom report.
As you select each report, the fields which are included in the report are displayed in the Field column at the left hand side of the screen.
The fields to include in a report can be modified by selecting the required option from the drop down list.
Additional fields can be added to a report by clicking on an empty Field and then selecting the required option from the drop down list.
Default Reports
Summary Telephone
Will print a summarised list of details including telephone numbers.
Summary Address
Will print a summarised list of details including address details.
Detailed
Will print a report with all details included.
Use the Which Contacts drop down list, to select who to print details for All Contacts, Mum & Dad, Primary Caregivers, Emergency Contacts, Allowed to Collect, Conditional Access, or Bill Payer.
If your service is part of a group of services, use the View By drop down list to display details for children from your Centre, Subgroup, Area, Region, or Group.
Use the Order drop down list to choose which order to display children's names. To display childrens names in first name alphabetic order, select First Name; To display in birth date order, select Birth Date.
Custom Reports
To create a custom report, select Basic from the Category drop down list. Then in the Field column, select the required options from the drop down list. Up to 25 fields can be included on a single report.
Once you have selected the required fields, click Apply at the bottom of the screen to display the report. To save the selected fields, select the Lock Fields radio button. This will keep all the fields you have selected even if you navigate to another screen.
NOTE: If you have checked the Lock Fields radio button and then select a pre-defined report from the Print Mode drop down list, that report will not be displayed until you uncheck the Lock Fields radio button.
You can define the number of lines you want to print on a page by entering the number in the Lines Per Page field.
To save the Custom report, enter the name of this report in the Save As data field and click the blue save icon next to the Save As data field.
Select the desired option from the Visibility drop down list to show if the Custom report can be seen by other services within your group.
Print/Create csv file/Delete Report
Once you have selected the desired criteria, click Print to display the report to your screen. Click Print to Printer to print a hard copy of the report.
To create a .csv file of a reports, select the desired parameters, display the report to the screen, and click the 
icon next to the Print button. The created file will be displayed on the screen. Click on the file name to open it or right click to download a copy to your computer.
To delete the cvs file, click the Delete File icon at the right hand side of the screen.
For further information or assistance call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
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