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Custom Reports

Custom reports may be created for Logs, Referrals Sent, and Referrals Received. You may select which data fields to print, the order in which to print them, how they should be sorted, and more.

To create a Custom Report

  1. Choose Logs, Referrals Sent, or Referrals Received from the Report menu in the Toolbar. A window similar to the following will be displayed depending on the option you choose. Note that clicking on in the Log and Referral lists will also display this window.



    1. Select the print options you desire and click Continue.
      CLIFF will build the report and display it in a window for you to preview. At the top of the print preview window you will have the following options available to you:


      • Print - will invoke your web browser's printer interface. The window and options displayed will depend on your default printer specification. From the printer window you should be able to select the Page Setup which will allow you to choose between Landscape or Portrait layouts. The browser will automatically format the data to suit the selected layout. The browser option for page header and footer may not be available from the displayed printer interface. You may defined these from the browser's Page Setup menu.
      • Download - CLIFF will reformat the report into a tab delimited text file which you may download to your computer.
      • Back - go back to the Report Definition window.
      • Close Window - close the Report window.

      Setting Print Options

      You may customize your report through the print options displayed in the Report Definition window as follows:

      • Report Format: If there are any saved custom Reports they will be displayed in the drop down menu. Select the report format you want to use. You may customize any report in this list and save it. See Saving Report Formats below. Note that selecting a different Report Format will reset all the print options so choose your Report Format first.
      • Select Records: You may choose to report on the current selection of records, records based on one of the predefined CLIFF searches, or records based on a custom saved search. Compatible saved searches will automatically be displayed in the drop down menu.
      • Report Title: The title of the report.
      • Column: The column in which you want the data field to be printed. Column numbers are relative. You do not have to specify a column 1, 2, 3, etc. You could specify 2,5,8, etc. Column numbers do not have to be listed in order. If you want to move a data field to the end (rightmost column) just enter a column number higher than any other column number. If you want to switch columns around, just change the column numbers as required. Data fields with no column number or a column number of zero will automatically be moved to the end.
      • Data Field: From the drop down list, select the data field to be displayed in the report. Any column with a data field of "none" will be ignored for the report. Depending on the records being displayed, one or more of the following calculated data fields will be available:
      • Days Log Overdue - The number of days the Log is overdue.
      • Days Ref Overdue - The number of days the Referral is overdue.
      • Days to Complete Log - The number of days between receiving and closing the Log.
      • Days to Complete Ref - The number of days between receiving and completing the Referral. Note that this calculation does not take into consideration the days the Referral was Pending.
      • Column Title - The column title to appear in the report.
      • Column Width - The width in pixels or as a % of the page. Normally you do not need to specify a width as the web browser usually does a good job of formatting the report. If you do want to specify widths note that web browsers are usually more sensitive to increasing the width of a column than reducing it.
      • Sort - Enter the sort order in which you want the report sorted. For example if you want the report sorted on Office first, and Action second, then enter 1 and 2 in the respective columns. Note that sort orders entered for Subject and calculated fields are ignored. Click AZ for ascending order, ZA for descending order.
      • Break - If you want a total of the field, click Count. If you want the report to skip to a new page, click Page.

      Saving Custom Reports

      Custom reports may be saved and shared with others.


      At the bottom of the Report Specification you have the following options for saving the Report Format:

      • Save This Report Format - saves any changes you have made to the current format.
      • Save This Report Format as - Creates a new Saved Report with the given name.
      • Rename This Report Format to - changes the name of the displayed Report Format to the new given name.
      • Delete This Report Format - Deletes the Saved Report currently displayed.

        The following options are available for Saved Reports:
        • Owner - the office that owns the Saved Report. Note that Saved Reports are shared on an office basis so any user that has access to the defined office may use the Saved Report.
        • Share Report Format With Others - This will allow any user in your CLIFF organization to use the Saved Report. Normally only users who have access to the Owner Office may use it.
        • Allow Others to Modify Report Format - This will allow any user in your CLIFF organization to modify the Saved Report. Normally only users who have access to the Owner Office may modify it. Note that only the Owner Office may delete the Saved Report.
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