Funder Reports is a location within a Client’s profile where treatment report writing is completed for the client.
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Funder Reports are created from templates that are made within the Client Report Templates section. The templates area is a specific permission and is often provided to leadership team members only. You cannot write a report within the Funder Report area without having a template to use.
NOTE: Templates need to be paired with the same funder of whom you are writing the report for if needed to use that template for the client. templates are assigned to funders in the Client Report Templates area.
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Skill Acquisition Progress /Behavior Support Progress
If Skill Acquisition Progress and/or Behavior Reduction Progress options are present within the template, this refers to reporting on client data and programming. This is where information from the client’s programs will display and data from the client’s programs will be pulled into a visual display.
Complete the filter options provided and select PREVIEW. This will then list all of the current programs within the client’s profile based on chosen filters. Graphs will populate below the program information based on graphing filters chosen.
Graphing Filters available for display:
Start and end dates
Target display
Graph type
Filter View by trial set, day, week, or month and average vs total
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To see the different filters that can be used when generating visual displays for data within a Funder Report, see Filter Options for Graphs within a Funder Report
Program information that displays from the options above are as follows:
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Recommended Skills / Behaviors
If Recommended Skills or Recommended Behaviorsoptions are provided those may pull from programs where no data has been collected. Provide the appropriate Start and End Dates and select Preview.
Recommended Skills will list programs that are currently in the FUTURE TAB of a clients profile
Recommended Behaviors will pull behavior programs with Step 1 and 5 filled out and with no data collected
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Custom Graph
If Custom Graph option is added to a report, outside files can be uploaded to include into the report
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