Reports

There are a variety of reports in Titanium.  The data in the reports can be customized using the filters on the report windows.  If your center administrator has given you access, you will be able to view and save reports and/or export raw data to create custom reports, charts and graphs.  (Note: By default, all users can view and save reports, but only center administrators can export raw data.)

What would you like to do?

Generate a Report

1.  From the calendar screen, click the Reports icon on the menu bar.  (Note:  If the icon is grayed out, your center administrator has not given you access to reporting.)

2.  Hover over report titles to see previews and locate the report that you want.

3.  Click on the desired report title.

4.  Use the options on the pop-up window to set preferences for the report.

5.  Click the Preview button.  (Note:  The formulas used to calculate the report data are shown at the bottom of the first page of the report.  Report calculations vary even though similar labels may be used across reports.)

6.  Use the menu bar on the report viewer to review, save or print the report.

Export Data

1.  From the calendar screen, click the Reports icon on the menu bar.

2.  Choose Data Form Statistics, Data Form Statistics by Appointment, or Export Data.

3.  Use the pop-up window to set preferences for the data export.  (Note:  Users should only export client identifying information if absolutely necessary.  Users are responsible for maintaining the privacy and security of data after it has been exported.)

4.  Click Export.

5.  Use the Windows interface to save the exported data file.

6.  Use a third party spreadsheet software like Excel to open the data file, and create desired reports/charts/graphs.

Reports FAQs

1. How do I find the report that I need? Hover over the report title to see a preview.

2. How do I see the names of clients who were on the report?  For most reports, you can't.  However, you can use Advanced Client Search to search for a set of clients.

3. How do I run reports for only some Titanium users?  The center administrator can create user and schedule groups in system settings.  Choose the desired group from the pull down menu on the report filter screen.  The center administrator can also create appointment code groups to aggregate data across appointment codes.

4. Why are the numbers different on these reports?  If you are looking at two different reports, then calculations are not be the same, even if the labels are.  Check the calculation notes in the report to learn how the numbers were calculated.  If you ran the same report at two different times, users may have made changes in things like appointment attendance or notes.

5. The numbers on the report aren't right.  Help! Check the following:

Frequently Used Reports