Run & Configure Survey Reports

Set up Survey Reports to send to the families you serve.

Jump ahead to:

Report Configuration:

To set up the report, go to Admin > Organization.

 

Select Client Service Types and scroll down to Survey Report Configuration.

 

Note: These settings will need to be configured in the parent (main) organization. They will not be available in each individual organization.

 

From here you can configure your Survey Report with up to 40 columns and choose which Client Service Types to include in the report.

To add a column, select Add New Column.

 

Enter the column Name and Value that will be included in the column:

  • Name: is the column heading that will appear on the report.
  • Value: is the information that will be pulled from Passare into the report column.

For example, if you want the decedent's address, you can name the column Decedent Address and select if you want just the Address or if you want to include the Address, City, State, Zip.

Be sure to Save!

 

 

Once you add all your columns. You can rearrange and delete any you don't need.

 

Check the box if you want to Include cases without a Client Service Type assigned.

Client Service Types:

Under Client Service Types, see which types are Included in Survey Report.

 

If there are any you do or don't want included, select the service type Name.

Check Yes or No for Include in survey report > Save.

Price List Settings:

Once you configure the survey report, you'll want to go into your Price List and make sure the items will appear in the correct column.

 

Remember! You'll need to be in the parent (main) organization in order to set up these settings.

 

Go to Admin > Price Lists.

 

If you know you want to include certain price list items on the report, you can Filter Items.

 

Select a price list item and scroll down to Reports > Check the box for the corresponding category > Save.

Run the Report:

Go to System > Reports.

 

Select System Reports > Search for Survey.

 

Select the Case Types and Branch you want to run the report for.

 

Choose the Report Format and Delivery Method as well as the Date Range, Time Zone, and Date Filter On.

For more information on how to run and schedule reports, see How to Run & Schedule System Reports.

 

Once you've selected the filters you want, select Run Report.

 

Go to the Download Center.

 

The Survey Report will be there to Save, Download, or Email.

Need More Information?:

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!