Most Useful ETO Reports for TtW Help Line July 2016 The Efforts to Outcomes (ETO) Data System contains several custom reports for Help Line Managers and Customer Service Representatives (CSRs). The available reports fall into three categories: Participant-Related Reports Management Reports Reports Following is a description of each available custom report, how to access it, and how it is most useful to managers and CSRs. Participant-Related Reports Call Center Referrals Report (Enterprise Wide) This report generates data about the total number of – referrals processed, by status (total, pending, accepted, and rejected), to each WIPA project within a specified date range. Following is a partial example of the output of this report: To create and access this report use the following From the Home Page, click on Reports on the right side navigation bar, and select View Reports (NEW). When the page refreshes, select Center Referrals Report (Enterprise Wide)’. ‘Call A new window will open and you can select the start and end dates you want the report to display; hit Query’, and the report will generate. ‘Run (Note: You will typically run this report from the first of a month through the first of the next month. The report is set to begin at midnight and end at midnight, so to get a full month of data, you will need to use the first of the next month as an end date; for example: 1/1/16 2/1/16) – Management Reports Beneficiaries and Referrals Added to the Call Center in a Date Range This report generates data in the – following headings: Case Number Beneficiary Added/Updated This column displays the date the beneficiary record was added or – most recently updated.
Most Useful ETO Reports for TtW Help Line July 2016 The Efforts to Outcomes (ETO) Data System contains several custom reports for Help Line Managers and Customer Service Representatives (CSRs). The available reports fall into three categories: Participant-Related Reports Management Reports Reports Following is a description of each available custom report, how to access it, and how it is most useful to managers and CSRs. Participant-Related Reports Call Center Referrals Report (Enterprise Wide) – This report generates data about the total number of referrals processed, by status (total, pending, accepted, and rejected), to each WIPA project within a specified date range. Following is a partial example of the output of this report: To create and access this report use the following From the Home Page, click on Reports on the right side navigation bar, and select View Reports (NEW). When the page refreshes, select ‘Call Center Referrals Report (Enterprise Wide)’. A new window will open and you can select the start and end dates you want the report to display; hit ‘Run Query’, and the report will generate. (Note: You will typically run this report from the first of a month through the first of the next month. The report is set to begin at midnight and end at midnight, so to get a full month of data, you will need to use the first of the next month as an end date; for example: 1/1/16 – 2/1/16) Management Reports Beneficiaries and Referrals Added to the Call Center in a Date Range – This report generates data in the following headings: Case Number Beneficiary Added/Updated – This column displays the date the beneficiary record was added or most recently updated.
Most%20Useful%20ETO%20reports%20-%20Help%20Line%202016.docx