Create an Ad Hoc Report

To create an ad hoc report, complete the below-listed sections within the tool. Go to each section in this document for details and instructions per section.

To further enhance the reporting experience, Reporting Tool 2.0 under Report > Reporting Tool 2.0 can be used to generate ad-hoc compliance reports by selecting Compliance under the Data Source Category.

Reporting Tool 2.0: Compliance Reports

Any Caregiver Compliance reports which were previously created within the Reporting Tool using a different Data Source Category (such as Caregiver) should be recreated by selecting Compliance from the Data Source Category dropdown.