Consumer Time Tracking Listing

The report will show you a list of all the time tracking punches by facility and consumer. If a punch was not completed, you will not see an end time on the report. This report is helpful to review to ensure staff are completing the punches properly.

NAVIGATION: REPORTS menu > Consumer Time Tracking Listing

  1. In the DATE RANGE section, enter the time frame you want to review the punches.
  2. Select any other options or leave blank to review all punches for the time frame you selected. Options include:
    1. Case Number
    2. Service Codes
    3. Facility (select one facility or leave blank for all facilities)
  3. In the OPTIONS section, check either option you would like to include on the report:
    1. Missing Documentation Only: if you have documentation linked to the punches, the report will show you any documentation that has not been completed.
    2. Show Summary Section: this option will give you a summary after each consumer of the total entries by service code, total hours of the punches, and total days.
    3. Show Manual Entry Only:  this option will give you a report of only the entries that were manually entered/edited.
  4. Place a check mark in the NOTIFY box and click the RUN REPORT icon. 
    1. When the report is ready to review, a prompt will appear that says the report is complete. 
    2. Click YES to open the report in a new window.
    3. If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
  5. If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
    1. The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.
  6. Preview, print, or save the report (see Report Preview, Print and Save Options)

11/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388