A4W includes a flexible reporting tool that lets you create custom reports from a range of base report types. You can select which fields to include, apply filters, and output results to Excel or Word. This article covers creating reports and producing letters.
Create a user defined report
Navigate to Reporting > User Defined Reports > User Defined Reporting.
Click New to start building a new report.
Step 1: Select the report type.
Drop down the Report Type list to see all available base reports. Each report type provides a different set of data fields. For example, select Care Episodes Basic for a report on client care history.
Step 2: Select the fields
The Report Fields section lists all available fields for the chosen report type.
Double-click a field in the All items list to add it to the report. Alternatively, highlight the field and click the add button.
Repeat for each field you want to include.
To remove a field, select it in the included list and click the remove button.
Step 3: Set filters (optional)
Apply filters to narrow the report to specific criteria, such as a date range, care type, or client group.
Step 4: Run the report
Click Run to generate the report. Results can be viewed on screen and exported to Excel for further analysis.
🤓Tip: Save your report definition so you can run it again in future without rebuilding it from scratch.
Produce letters
You can generate mail merge letters for clients, third parties, and other contacts directly from several screens in A4W.
From Client Enquiry
Open Client Enquiry and select the client.
Right-click the client's name and select Print Letter.
Choose the letter template.
The letter is produced as a Word mail merge document.
From assessments
Right-click an assessment in Client Enquiry.
Select Print Advice Letter to produce an assessment notification letter.
Select Print Hard Copy to print the assessment notification directly to the printer.
From third party records
Select the third party in Client Enquiry.
Right-click and select Print Letter.
Choose the appropriate template for third party correspondence.