User Guide: Including / Excluding Skill or Behavior Goals in Funder Reports

Owned by Sarah Noshin
Nov 10, 2023
4 min read

Table of Contents

  1. Introduction

  2. Tutorial

    • 2.1. Running a New Funder Report

    • 2.2. Including/ Excluding a Skill or Behavior Goal

    • 2.3. Duplication of Funder Reports

  3. FAQ (Frequently Asked Questions)

  4. Conclusion

1. Introduction

As a BCBA (Board Certified Behavior Analyst), you have the ability to include or exclude skill or behavior goals in the progress fields of your Funder Reports. This feature allows you to customize your reports to meet specific requirements and ensure the accuracy of your data. This user guide will demonstrate the process of using this feature and answer common questions. This feature is available for web and mobile browser only.

2. Tutorial

2.1. Running a New Funder Report

To get started with including and excluding skill or behavior goals in your Funder Reports, follow these steps:

  1. Navigate to the "Funder Reports"

  2. Select "Add a Funder Report" and select a template and a service line to create a new funder report.

  3. Fill in the necessary details for your report including any of the skills or behavior goals: Skill Acquisition Progress, Behavioral Reduction Progress, Recommended Skills, Recommended Behaviors

2.2. Including/ Excluding a Skill or Behavior Goal

To include and exclude a skill or behavior goal from the report:

  1. Check the checkbox called “Include on Report” next to the goal you want to include. As the default this should be checked already.

  2. Uncheck the checkbox called “Include on Report” next to the goal you want to exclude.

  3. Continue filling out any other required information for your report.

  4. Click "Save" to generate the Funder Report with the excluded goal(s).

Once you have saved the Funder Report then any goals that have been included and excluded will be numerically adjusted on the report.

Also, if you have saved the Funder Report as a draft then any goals that have been included and excluded will be numerically adjusted on the report.

Include # 3

 

 

Exclude # 3

 

2.3. Duplication of Funder Reports

To duplicate a funder report with goals that are excluded:

  1. Locate the Funder Report name in the Funder Report tab.

  2. Find the purple icon under the "Actions" column and click on it.

  3. Select "Duplicate Report" from the options that appear.

All the duplicated reports should reflect the included and excluded goals of the original report.

3. FAQ (Frequently Asked Questions)

Q1: Can I include and exclude multiple goals in a single report?

  • Yes, you can include or exclude multiple skill or behavior goals in a single report. Follow the steps mentioned in section 2.2 for each goal you want to include or exclude.

Q2: What happens when I include a previously excluded goal in the report?

  • When you include a previously excluded goal, it will be added to the report and displayed according to the settings you've chosen, whether it's a skill acquisition progress, behavioral reduction progress, recommended skills, or recommended behaviors.

Q3: Can I make further edits to the report after including an excluded goal?

  • Yes, you can continue to edit the report even after including previously excluded goals. Follow the steps in section 2.2 to make any additional changes.

Q4: Is this feature available on the mobile app as well?

  • No, this feature is available for web and mobile browsers only. It is not currently available on the mobile app.

Q5: What happens when you save a Funder Report as a draft that contains both included and excluded skill or behavior goals?

  • When you save a Funder Report as a draft that includes both included and excluded goals, the report will retain the status of these goals as you left them. In other words, the goals that were checked as "Include on Report" will remain included, and the ones unchecked as "Include on Report" will remain excluded when you return to edit the draft. This allows you to pick up where you left off and make further adjustments as needed.

4. Conclusion

This user guide has provided you with the knowledge and steps needed to include and exclude skill or behavior goals in your Funder Reports as a BCBA. By following these instructions and referring to the FAQ section, you can efficiently customize your reports to meet your specific needs and requirements.