An Overview of Report Functions

All fields that are entered into SAM are retrievable through a report. Each report in SAM is built using the report builder.

Report Stats

Another easy way to filter a report is to use the Report Stats at the top of the report. Report Stats are setup through Report Builder and present groupings/categories of the records. The Report show record counts or other aggregates as specified. For example, on a Family report, use the Case Manager Report Stat to show each case manager and the quantity of cases for each worker. When you click on a Case Manager (or other value), the report will filter to show Families with that Case Manager.

Learn more about Report Stats here.

Report Toolbar

This is the horizontal bar above the columns/fields on the report. From left to right, a description of each link is below.

Default (Home Icon)

Use the Default button to return the report to its original default state without any added filters.

Search

Apply Filters to modify the results of the report. See above for greater detail.

Options

You can use reports to send communications, print labels, bulk update and export to excel for record on a report. The options available depend on your permission settings.

• View Report Configuration
• Add to My Report Menu
• Edit this Report 
• Export to Excel
• Print Templates 
• Send Bulk Email 
• Add / Move Field
• Add Report Stat

Options > Advanced Options 

• Print Address Labels
• Export Emails
• Bulk Update
• Bulk Insert 
• Import Data

Record Counts

The center of the toolbar shows totals for the records on each table represented on the report. Depending on the report, this may show children, cases, adoptions, families, fees, referrals, etc. When you filter the report, the record counts will update.

Rec/Page

Use the drop-down list to change the number of records displayed. For statistics (totals, averages, min & max), be sure to select Rec/Page = All if you want the statistics for all records. For Reports that have multiple tables included, where some of the tables are 1:Many table types, SAM may display a smaller number of records than your Rec/Page is displaying. This is because SAM is taking into account the other table records, which may be hidden or not included as columns on your report.

Navigation

The end of the bar shows the number of pages making up the report, what page you are on and arrows to move forward and backward through the pages of the report.

Column Headings / Fields on the Report

Scroll over the Column Headings and it will highlight. A popup shows the "Table - Field Name" for the Column. Click the Column Heading to:

• Sort by that column, Ascending or Descending - Sorting will quickly allow you to rearrange the report without excluding records.
• Filter out blank/empty values or the entered values
• Search by that field with more extensive operators
• View Field Properties
• Modify the Report using:
  • Add Field Before this One
  • Add Field After this One
  • Move Field After > Select another field on the report
  • Remove this Field

Field Values

Click on a Value

Click on any value within the report to quickly filter the report by that value.

After clicking on a field, a box will open to select either to Edit Field Value or Filter By Field Value. To narrow results to the value you selected, choose Filter By Field Value. You may alternately choose to exclude all records with that value by selecting Exclude By Field Value when you click on the field value.

SAM allows users to update fields on Reports.

Click on a parent entity/record, such as Person, Child or Family and SAM will present options to Open the Entity's Form (Cover Page), Filter by the entity, or Exclude Entity.

Search by Field

will open a pop-up box with the Field selected, so you can filter using more advanced criteria.