General
Consumer Events - Active Span Workflow
How Can I Tell How Many Consumers Were Added to SETWorks? Any time a client is added to SETWorks, a consumer event called "Active Span" is created. This event is used to track the date a consumer was entered in to SETWorks. The start date of the ...
SETWorks Webinar - June 2023 - Our Favorite Reports
Our Favorite Reports On June 21st 2023, SETWorks hosted a live webinar about Our Favorite Reports! You can view the recording from the link below: https://youtu.be/RhZXqZyJuT4 Resources: Articles and Videos that Kevin Referenced During the Webinar: ...
Demographics Dashboards
What are the Demographics Dashboards? SETWorks offers several different reports that include demographics details for consumers. Some of the most robust are Business Intelligence dashboards that are focused on pulling demographics information for ...
SETWorks Webinar - April 2023 - Business Intelligence (BI) Dashboards
On April 19th 2023, SETWorks hosted a live webinar about Business Intelligence (BI) Dashboards in SETWorks. You can view the recording from the link below: https://youtu.be/7OPWoAHtdiY References: Reports Business Intelligence Dashboards - Tips and ...
Reports - Billing Reports Notes and Errors
The following Reports use activity record data to generate an exact count of units of service that were provided. This article lists configuration issues that cause a message to appear in the errors or notes field on the report. Are you using ...
Business Intelligence Dashboards - Filters Panel
Why Can't I See Any Filtering Options on the Business Intelligence Dashboards? All Users The Business Intelligence Dashboards have a filters panel. Look for a small gray arrow to control whether the filters panel is displayed. Filters Panel The ...
Business Intelligence Dashboards - Tips and Tricks and FAQ
How Can I Effectively Use the Business Intelligence Dashboards in SETWorks? All Users SETWorks has several different types of reports available. The "Business Intelligence" reports allow for some very robust filtering, but there are some tips and ...
Report Enhancements - Fall 2021
Summary We've made major enhancements to all Ad Hoc reports in SETWorks. We’ve removed the individual filters on each column and instead made the reports faster, more reliable, and easier to export. Please note that you can still filter using the ...
Restricted Reports
Reports with Restrictions Administrators I noticed that some reports don't allow my staff to change the staff dropdown. Why is this? Some reports in SETWorks have limits placed on who is allowed to run the report for all staff. This is controlled ...
Monthly Support Webinar - April 2021 - Reports
Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...
Reports
How do I access and use Reports within SETWorks? All Users, Administrators Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local ...
Form Result Report - Basics
How do I see results of my completed Forms? Administrators, Managers Upon completing a form, there are reports in SETWorks that will aggregate your results. These reports are known as Form Result Reports. The form result reports perform differently ...
Emergency Fact Sheet Report
How to Populate the Emergency Fact Sheet Report All Users The purpose of this document is to show from where in the consumer profile each field in the emergency fact sheet report (EFS) is populated. A large portion of the data compiled in this report ...