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Abacus: Reports in A4W reportingto pick up Memorandum Indicators

In this article, we'll explain which reports can be run to pick up memo indicators.

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Written by David Bayley-Hamilton
Updated yesterday

Under the A4W menu option Reporting, User Defined Reports, User Defined Reporting, any Memorandum Indicators that are have been set up, can be selected as reportable fields from the following Report Types:

  • Aged Debt By Client, Annual Commitments

  • Annual Commitments Care Components

  • Annual Commitments Dom Costs,

  • Annual Commitments Domiciliary,

  • Annual Commitments Dom No Code,

  • Annual Commitments D S O Expenditure,

  • Assessment Performance Indicator

  • Care Episodes Basic, Client Account Detail

  • Client Account Detail Date Range

  • Client Account Detail No Episodes

  • Client Basic Detail, Client Current Detail

  • Client Notes

  • Clients

  • Direct Debit Details

  • Domiciliary Care Changes Summary

  • D P Annual Commitments

  • Last Recorded Dom Service

  • Transactions

Note: Memorandum Indicators are held against the client details and can be viewed on the Memo Indicators tab on the Clients - Maintain Clients screen.

Note that since Memorandum Indicators are held against the client details, it is not possible to have an indicator set for one value against one care episode or assessment but a different value for another care episode or assessment.

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