Creating a Funder Report
STEP-BY-STEP GUIDE
1. On your main account page, click on the menu option Clients:
2. Click on the client name that you need to create or run a report for:
3. Check to see if your client has the correct funder and service line entered under
Client Info→Funders
4. Click on Funder Reports:
5. Click on Add Funder Report:
6. Select the Template needed:
Note: The templates that will choose from here are the templates that have been created and paired with your client's funder(s). If you are not able to choose a desired template, check in CLIENT REPORT TEMPLATES, to make sure that the necessary funders have been added to the template. You may need to reach out to supervisor to have them add a funder to a template.
7. Select the Service Line:
8. Click Create Funder Template:
9. Fill in and Complete the Funder Report for the Client:
Enter all required fields.
Check all client information that is prepopulated.
If entering client progress, enter dates for data and graphs to be imported, click “Preview” to view progress
VIEWING SKILL & BEHAVIOR GRAPHS IN FUNDER REPORTS:
VIEWING SKILL PROGRESS IN FUNDER REPORTS
*To change the view of each graph, click on each filter to preferred view. The graph will then update.
Opportunity Based with Skills:
- Ability to view graphs by Day, Week, Month, Year, or Trial Set
- Ability to view performance or cumulative targets mastered
Frequency with Skills:
- Ability to view graphs by Day, Week, Month, Year, or Trial Set
- Ability to also view by total #, #/hour, or #/minute
- Ability to view performance or cumulative targets mastered
Duration with Skills:
- Ability to view graphs by Day, Week, Month, Year or Trial Set,
- Ability to view graphs by performance or cumulative targets mastered
Interval with Skills:
- Ability to view graphs by Day, Week, Month, Year or Trial Set
- Ability to view graphs by performance or cumulative targets mastered
Task Analysis with Skills:
- Ability to view graphs by Day, Week, Month, Year or Trial Set
- Ability to view graphs by performance or cumulative steps mastered
VIEWING BEHAVIOR PROGRESS IN FUNDER REPORTS
Frequency with Behaviors:
- Ability to view graphs by Day, Week, Month, Year, or Trial Set
- Ability to view by total #, #/hour, or #/minute
Duration with Behaviors:
- Ability to view graphs by Day, Week, Month, Year, or Trial Set
- Ability to also view by Total Minutes or Average/Occurrence
Interval with Behaviors:
- Ability to view graphs by Day, Week, Month, Year, or Trial Set
- Ability to view % of Intervals
Opportunity Based with Behaviors:
- Ability to view graphs by Day, Week, Month, Year, or Trial Set
- Ability to view % Correct or % of opportunities engaging in target behavior
10. Once all fields for the funder report are complete, click Save:
11. Once report has been submitted, click Download (to view or print), Save to File Cabinet (to save a copy to client’s file cabinet), or Edit Funder Report as options.
12. When Downloading you have the option to Download as a PDF or a WORD document. When downloading as a WORD document you have additional editing and formatting options. When downloading a funder report, your company logo (if uploaded) will be viewed in the header of the document.
13. As a recommendation, Draft Versions of a report can be saved under Funder Reports (where it can be edited) and Final Versions of reports can be saved in the File Cabinet.
Need Help?
Contact Customer Support at
Related articles