This document details the redesign of the Report Builder - financial pathway app included in our latest Data Discovery release.
For the next few months, you will have access to both the old version and new version of the app so you have time to familiarise yourself with the new version before the old version is removed. The new version has a red banner with “new” written in it in the icon for the app:
Our aim with this document is to enable you to:
Familiarise yourself with how to use the new version
Update your Data Discovery report mapping spreadsheets to reflect the new version
Update any bookmarks you have saved
Update any saved views (created using “Monitor in activity center”)
We highly recommend you set aside time to complete these steps over the next 3 months. We are available to provide further support with this, contact us at: support@noted.com
Key Changes Overview
This release focuses on enabling the Report builder - Requests View to support Whanaunga āwhina, a planned Noted feature which will replace the Whānau feature. Improvements to user experience have also been incorporated based on your feedback.
Feature Area | Previous Version | New Version |
Whanaunga āwhina | Not supported | Supported |
User Interface | Cluttered, less intuitive navigation | Streamlined, cleaner design improved navigation |
Line report builder | Large number of columns included by default in report | More flexibility - less columns included by default, more options of what to add |
Look up sheets | Separate sheets for each set of tables | Simplification to one sheet with all look up tables |
Detailed comparison for report mapping
The following tables are designed to assist you in updating your report mapping spreadsheets to the new version. Most of the terminology is similar but dropdowns have been reorganised. Rather than reading through these tables end to end, we suggest that you use them for searching for anything you can’t find in the new version or where you aren’t sure if you’ve found the equivalent to your previous mapping. You may want to use ctrl + F to search for a term from your report mapping to find its equivalent in the new version.
Note: terminology used here is the generic Noted terms, your organisation may have custom words in place of some of these e.g. “Client” may be displayed as “Tangata” or “Whaiora” for your organisation.
Aggregate report builder sheet
Mapping | Old Version | New Version |
Select/define counts: Unique Requests/Financial pathways with specific date in period | Get counts based on specific dates in period - select unique count you wish to add = Unique Requests/Financial pathways then choose an option from select date to be in period | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Specific date being in reporting period 4. Which date should be in period? = select an option that matches the option from the old version |
Select/define counts: Unique Requests/Financial pathways with Financial pathway outcome date | Get counts based on specific dates in period - select unique count you wish to add = Unique Requests/Financial pathways then select date to be in period = Financial pathway outcome date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Specific date being in reporting period 4. Which date should be in period? = Financial pathway outcome date |
Select/define counts: Unique Requests/Financial pathways with Financial pathway start date | Get counts based on specific dates in period - select unique count you wish to add = Unique Requests/Financial pathways then select date to be in period = Financial pathway start date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Specific date being in reporting period 4. Which date should be in period? = Financial pathway start date |
Select/define counts: Unique Requests/Financial pathways with Request date | Get counts based on specific dates in period - select unique count you wish to add = Unique Requests/Financial pathways then select date to be in period = Request date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Specific date being in reporting period 4. Which date should be in period? = Request date |
Select/define counts: Unique Requests/Financial pathways with Request decision date | Get counts based on specific dates in period - select unique count you wish to add = Unique Requests/Financial pathways then select date to be in period = Request decision date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Specific date being in reporting period 4. Which date should be in period? = Request decision date |
Select/define counts: Unique Requests/Financial pathways with Specific Financial pathway status start date | Get counts based on specific dates in period - select unique count you wish to add = Specific Financial pathway status start date then select date to be in period = Request outcome date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Specific date being in reporting period 4. Which date should be in period? = Request outcome date |
Select/define counts: Unique Requests/Financial pathways with Specific Request status start date | Get counts based on specific dates in period - select unique count you wish to add = Unique Requests/Financial pathways, Select date to be in period = Specific Request status start date then choose option from Select specific Request status | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Specific date being in reporting period 4. Which date should be in period? = Specific Request status start date 5 Which specific status? = choose the appropriate option |
Select/define counts: Unique Requests/Financial pathways with Specific Financial pathway status start date | Get counts based on specific dates in period - select unique count you wish to add = Unique Requests/Financial pathways, Select date to be in period = Specific Financial pathway status start date then choose an option from Select specific Financial pathway status? | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Specific date being in reporting period 4. Which date should be in period? = Specific Financial pathway status start date 5 Which specific status? = choose the appropriate option |
Select/define counts: Unique Tangata with specific date in period | Get counts based on specific dates in period - select unique count you wish to add = Unique Tangata then choose an option from select date to be in period | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Tangata at Request date 5. Which Tangata should be counted? = select an option that matches the option from the old version |
Select/define counts: Unique Tangata with Financial pathway outcome date | Get counts based on specific dates in period - select unique count you wish to add = Unique Tangata, Select date to be in period = Financial pathway outcome date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Tangata at Request date 5. Which date should be in period? = Financial pathway outcome date |
Select/define counts: Unique Tangata with Financial pathway start date | Get counts based on specific dates in period - select unique count you wish to add = Unique Tangata, Select date to be in period = Financial pathway start date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Tangata at Request date 5. Which date should be in period? = Financial pathway start date |
Select/define counts: Unique Tangata with Request date | Get counts based on specific dates in period - select unique count you wish to add = Unique Tangata, Select date to be in period = Request date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Tangata at Request date 5. Which date should be in period? = Request date |
Select/define counts: Unique Tangata with Request decision date | Get counts based on specific dates in period - select unique count you wish to add = Unique Tangata, Select date to be in period = Request decision date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Tangata at Request date 5. Which date should be in period? = Request decision date |
Select/define counts: Unique Tangata with Request outcome date | Get counts based on specific dates in period - select unique count you wish to add = Unique Tangata, Select date to be in period = Request outcome date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Tangata at Request date 5. Which date should be in period? = Request outcome date |
Select/define counts: Unique Tangata with Specific Request status start date | Get counts based on specific dates in period - select unique count you wish to add = Unique Tangata, Select date to be in period = Specific Request status start date then choose an option from Select specific Request status | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Tangata at Request date 5. Which date should be in period? = Specific Request status start date 6. Which specific status? = choose the appropriate option |
Select/define counts: Unique Tangata with Financial pathway status start date | Get counts based on specific dates in period - select unique count you wish to add = Unique Tangata, Select date to be in period = Financial pathway status start date then choose an option from Select specific Financial pathway status | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Tangata at Request date 5. Which date should be in period? = Specific Financial pathway status start date 6. Which specific status? = choose the appropriate option |
Select/define counts: Unique Whānau with specific date in period | Get counts based on specific dates in period - select unique count you wish to add = Unique Whānau then choose an option from select date to be in period | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = select an option that matches the option from the old version |
Select/define counts: Unique Whānau with Financial pathway outcome date | Get counts based on specific dates in period - select unique count you wish to add = Unique Whānau, Select date to be in period = Financial pathway outcome date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Financial pathway outcome date |
Select/define counts: Unique Whānau with Financial pathway start date | Get counts based on specific dates in period - select unique count you wish to add = Unique Whānau, Select date to be in period = Financial pathway start date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Financial pathway start date |
Select/define counts: Unique Whānau with Request date | Get counts based on specific dates in period - select unique count you wish to add = Unique Whānau, Select date to be in period = Request date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Request date |
Select/define counts: Unique Whānau with Request decision date | Get counts based on specific dates in period - select unique count you wish to add = Unique Whānau, Select date to be in period = Request decision date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Request decision date |
Select/define counts: Unique Whānau with Request outcome date | Get counts based on specific dates in period - select unique count you wish to add = Unique Whānau, Select date to be in period = Request outcome date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Specific date being in reporting period 4. Which Tangata should be counted? = Request outcome date |
Select/define counts: Unique Whānau with Specific Request status start date | Get counts based on specific dates in period - select unique count you wish to add = Unique Whānau, Select date to be in period = Specific Request status start date then choose an option from Select specific Request status | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Specific date being in reporting period 4. Which date should be in period? = Specific Request status start date 5. Which specific status? = choose the appropriate option |
Select/define counts: Unique Whānau with Financial pathway status start date | Get counts based on specific dates in period - select unique count you wish to add = Unique Whānau, Select date to be in period = Specific Financial pathway status start date then choose an option from Select specific Request status | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. What should the counts be based on? = Specific date being in reporting period 4. Which date should be in period? = Specific Financial pathway status start date 5. Which specific status? = choose the appropriate option |
Select/define counts: Unique Requests/Financial pathways with specific active status and when active dates | Get active counts - Select unique count you wish to add = Unique Requests/Financial pathways, Select when active - choose an option from list, Select how active - choose an option from list | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = choose the appropriate option |
Select/define counts: Unique Requests/Financial pathways with Requests without request decision date | Get active counts - Select unique count you wish to add = Unique Requests/Financial pathways, Select when active - choose an option from list, Select how active = Requests without request decision date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = Requests without request decision date |
Select/define counts: Unique Requests/Financial pathways with Financial pathway without financial pathway outcome date | Get active counts - Select unique count you wish to add = Unique Requests/Financial pathways, Select when active - choose an option from list, Select how active = Financial pathway without financial pathway outcome date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = Financial pathway without financial pathway outcome date |
Select/define counts: Unique Requests/Financial pathways with Requests without request outcome date | Get active counts - Select unique count you wish to add = Unique Requests/Financial pathways, Select when active - choose an option from list, Select how active = Requests without request outcome date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = Requests without request outcome date |
Select/define counts: Unique Requests/Financial pathways with specific active status and Specific Request status | Get active counts - Select unique count you wish to add = Unique Requests/Financial pathways, Select when active - choose an option from list, Select how active - Specific Request status, Select specific Request status - choose an option from list | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = Specific Request status without Request status end date 6. Which specific status? = choose the appropriate option |
Select/define counts: Unique Requests/Financial pathways with specific active status and Specific Financial pathway status | Get active counts - Select unique count you wish to add = Unique Requests/Financial pathways, Select when active - choose an option from list, Select how active - Specific Financial pathway status, Select specific Request status - choose an option from list | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Requests/Financial pathways 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = Specific Financial pathway status without Financial pathway status end date 6. Which specific status? = choose the appropriate option |
Select/define counts: Unique Whaiora with specific active status and when active dates | Get active counts - Select unique count you wish to add = Unique Whaiora, Select when active - choose an option from list, Select how active - choose an option from list | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. Which Tangata should be counted? = Tangata at Request date 4. What should the counts be based on? = Active at start, end or any time during reporting period 5. When should the Requests be active? = choose the appropriate option 6. How should the Requests be active? = choose the appropriate option |
Select/define counts: Unique Whaiora with Requests without request decision date | Get active counts - Select unique count you wish to add = Unique Whaiora, Select when active - choose an option from list, Select how active = Requests without request decision date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. Which Tangata should be counted? = Tangata at Request date 4. What should the counts be based on? = Active at start, end or any time during reporting period 5. When should the Requests be active? = choose the appropriate option 6. How should the Requests be active? = Requests without request decision date |
Select/define counts: Unique Whaiora with Financial pathway without financial pathway outcome date | Get active counts - Select unique count you wish to add = Unique Whaiora, Select when active - choose an option from list, Select how active = Financial pathway without financial pathway outcome date | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Tangata 3. Which Tangata should be counted? = Tangata at Request date 4. What should the counts be based on? = Active at start, end or any time during reporting period 5. When should the Requests be active? = choose the appropriate option 6. How should the Requests be active? = Financial pathway without financial pathway outcome date |
Select/define counts: Unique Whaiora with Requests without request outcome date | Get active counts - Select unique count you wish to add = Unique Whaiora, Select when active - choose an option from list, Select how active = Requests without request outcome date | Define count: 1. Do you wish to count or sum = Count 2. What do you wish to count = Unique Tangata 3. Which Tangata should be counted? = Tangata at Request date 4. What should the counts be based on? = Active at start, end or any time during reporting period 5. When should the Requests be active? = choose the appropriate option 6. How should the Requests be active? = Requests without request outcome date |
Select/define counts: Unique Whaiora with specific active status and Specific Request status | Get active counts - Select unique count you wish to add = Unique Whaiora, Select when active - choose an option from list, Select how active - Specific Request status, Select specific Request status - choose an option from list | Define count: 1. Do you wish to count or sum = Count 2. What do you wish to count = Unique Tangata 3. Which Tangata should be counted? = Tangata at Request date 4. What should the counts be based on? = Active at start, end or any time during reporting period 5. When should the Requests be active? = choose the appropriate option 6. How should the Requests be active? = Specific Request status without Request status end date 7. Which specific status? = choose the appropriate option |
Select/define counts: Unique Whaiora with specific active status and Specific Financial pathway status | Get active counts - Select unique count you wish to add = Unique Whaiora, Select when active - choose an option from list, Select how active - Specific Financial pathway status, Select specific Request status - choose an option from list | Define count: 1. Do you wish to count or sum = Count 2. What do you wish to count = Unique Tangata 3. Which Tangata should be counted? = Tangata at Request date 4. What should the counts be based on? = Active at start, end or any time during reporting period 5. When should the Requests be active? = choose the appropriate option 6. How should the Requests be active? = Specific Financial pathway status without Financial pathway status end date 7. Which specific status? = choose the appropriate option |
Select/define counts: Unique Whānau with specific active status and when active dates | Get active counts - Select unique count you wish to add = Unique Whānau, Select when active - choose an option from list, Select how active - choose an option from list | Define count:
1. Do you wish to count or sum = Count
2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = choose the appropriate option |
Select/define counts: Unique Whānau with Requests without request decision date | Get active counts - Select unique count you wish to add = Unique Whānau, Select when active - choose an option from list, Select how active = Requests without request decision date | Define count: 1. Do you wish to count or sum = Count 2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = Requests without request decision date |
Select/define counts: Unique Whānau with Financial pathway without financial pathway outcome date | Get active counts - Select unique count you wish to add = Unique Whānau, Select when active - choose an option from list, Select how active = Financial pathway without financial pathway outcome date | Define count: 1. Do you wish to count or sum = Count 2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = Financial pathway without financial pathway outcome date
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Select/define counts: Unique Whānau with Requests without request outcome date | Get active counts - Select unique count you wish to add = Unique Whānau, Select when active - choose an option from list, Select how active = Requests without request outcome date | Define count: 1. Do you wish to count or sum = Count 2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = Requests without request outcome date |
Select/define counts: Unique Whānau with specific active status and Specific Request status | Get active counts - Select unique count you wish to add = Unique Whānau, Select when active - choose an option from list, Select how active - Specific Request status, Select specific Request status - choose an option from list | Define count: 1. Do you wish to count or sum = Count 2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = Specific Request status without Request status end date 6. Which specific status? = choose the appropriate option |
Select/define counts: Unique Whānau with specific active status and Specific Financial pathway status | Get active counts - Select unique count you wish to add = Unique Whānau, Select when active - choose an option from list, Select how active - Specific Financial pathway status, Select specific Request status - choose an option from list | Define count: 1. Do you wish to count or sum = Count 2. What do you wish to count = Unique Whanaunga āwhina 3. What should the counts be based on? = Active at start, end or any time during reporting period 4. When should the Requests be active? = choose the appropriate option 5. How should the Requests be active? = Specific Financial pathway status without Financial pathway status end date 6. Which specific status? = choose the appropriate option |
Select/define counts: Request amount by Request date | Get sums of amounts - Select which amount to sum = Requested amount, Select which instances to sum based on date in period = Request date | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Requested amount 3. Select which instance to sum based on date in period = Request date
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Select/define counts: Request amount by Financial pathway outcome date | Get sums of amounts - Select which amount to sum = Requested amount, Select which instances to sum based on date in period = Financial pathway outcome date | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Requested amount 3. Select which instance to sum based on date in period = Financial pathway outcome date
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Select/define counts: Financial pathway quotes amount by Request date | Get sums of amounts - Select which amount to sum = Financial pathway quotes amount, Select which instances to sum based on date in period = Request date | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway quotes amount 3. Select which instance to sum based on date in period = Request date
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Select/define counts: Financial pathway quotes amount by Financial pathway outcome date | Get sums of amounts - Select which amount to sum = Financial pathway quotes amount, Select which instances to sum based on date in period = Financial pathway outcome date | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway quotes amount 3. Select which instance to sum based on date in period = Financial pathway outcome date
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Select/define counts: Financial pathway quotes amount by Financial pathway quote received date | Get sums of amounts - Select which amount to sum = Financial pathway quotes amount, Select which instances to sum based on date in period = Financial pathway quote received date (Only works for Financial pathway quoted amount)
| Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway quotes amount 3. Select which instance to sum based on date in period = Financial pathway quote received date (Only works for Financial pathway quoted amount)
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Select/define counts: Financial pathway paid amount by Request date | Get sums of amounts - Select which amount to sum = Financial pathway paid amount, Select which instances to sum based on date in period = Request date | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway paid amount 3. Select which instance to sum based on date in period = Request date
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Select/define counts: Financial pathway paid amount by Financial pathway outcome date | Get sums of amounts - Select which amount to sum = Financial pathway paid amount, Select which instances to sum based on date in period = Financial pathway outcome date | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway paid amount 3. Select which instance to sum based on date in period = Financial pathway outcome date
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Select/define counts: Financial pathway paid amount by Financial pathway paid date | Get sums of amounts - Select which amount to sum = Financial pathway paid amount, Select which instances to sum based on date in period = Financial pathway paid date (Only work for Financial pathway paid amount and Financial pathway spent amount) | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway paid amount 3. Select which instance to sum based on date in period = Financial pathway paid date (Only work for Financial pathway paid amount and Financial pathway spent amount)
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Select/define counts: Financial pathway paid amount by Financial pathway spent date | Get sums of amounts - Select which amount to sum = Financial pathway paid amount, Select which instances to sum based on date in period = Financial pathway spent date (Only work for Financial pathway paid amount and Financial pathway spent amount) | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway paid amount 3. Select which instance to sum based on date in period = Financial pathway spent date (Only work for Financial pathway paid amount and Financial pathway spent amount)
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Select/define counts: Financial pathway spent amount by Request date | Get sums of amounts - Select which amount to sum = Financial pathway spent amount, Select which instances to sum based on date in period = Request date | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway spent amount 3. Select which instance to sum based on date in period = Request date
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Select/define counts: Financial pathway spent amount by Financial pathway outcome date | Get sums of amounts - Select which amount to sum = Financial pathway spent amount, Select which instances to sum based on date in period = Financial pathway outcome date | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway spent amount 3. Select which instance to sum based on date in period = Financial pathway outcome date
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Select/define counts: Financial pathway spent amount by Financial pathway paid date | Get sums of amounts - Select which amount to sum = Financial pathway spent amount, Select which instances to sum based on date in period = Financial pathway paid date (Only work for Financial pathway paid amount and Financial pathway spent amount) | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway spent amount 3. Select which instance to sum based on date in period = Financial pathway paid date (Only work for Financial pathway paid amount and Financial pathway spent amount)
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Select/define counts: Financial pathway spent amount by Financial pathway spent date | Get sums of amounts - Select which amount to sum = Financial pathway spent amount, Select which instances to sum based on date in period = Financial pathway spent date (Only work for Financial pathway paid amount and Financial pathway spent amount) | Define count: 1. Do you wish to count or sum = Sum up numbers 2. Select which amount to sum = Financial pathway spent amount 3. Select which instance to sum based on date in period = Financial pathway spent date (Only work for Financial pathway paid amount and Financial pathway spent amount)
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Breakdown options | Reporting period breakdown options - report date breakdown | Reporting period breakdown options - report date breakdown. Dropdowns have the same options |
Breakdown options | Static demographic options - gender, age, ancestral root/whakapapa | Tangata specific info options: 1. Select which Tangata the breakdown info should be for. If counting unique Tangata, make sure your count options match the same as under “Which Tangata should be counted?’ at the top of the report, otherwise select an option from the dropdown that is appropriate for your needs 2. Select Tangata information - you can now select gender, age, ancestral root/whakapapa |
Breakdown options | Interval type information for Whaiora - When should the interval type information be true? - Request date/Request outcome date | Responsibility info options - Responsible Kaimahi. Select the appropriate date you wish to use. |
Breakdown options | Interval type options - Responsible Kaimahi | Responsibility info options true on Request date - Breakdown by Responsible Kaimahi at time of Request date |
Breakdown options | Interval type options - Tangata’s tag name | Tangata specific info options: 1. Select which Tangata the breakdown info should be for. If counting unique Tangata, make sure your count options match the same as under “Which Tangata should be counted?’ at the top of the report, otherwise select an option from the dropdown that is appropriate for your needs 2. Select at what time period you wish Tangata’s tag name from Tangata’s tag name option |
Breakdown options | Interval type options - Tangata role lvl1 | Tangata info options: 1. Select which Tangata the breakdown info should be for. If counting unique Tangata, make sure your count options match the same as under “Which Tangata should be counted?’ at the top of the report, otherwise select an option from the dropdown that is appropriate for your needs 2. Select an option from Tangata role lvl1 |
Breakdown options | Interval type options - Tangata role lvl2 | Tangata specific info options: 1. Select which Tangata the breakdown info should be for. If counting unique Tangata, make sure your count options match the same as under “Which Tangata should be counted?’ at the top of the report, otherwise select an option from the dropdown that is appropriate for your needs 2. Select an option from Tangata role lvl2 |
Breakdown options | Request and Financial pathway information - Request and Financial pathway information | Request/Financial pathway info options - Request/Financial pathway fields |
Breakdown options | Request and Financial pathway information - Financial pathway payment information | Request/Financial pathway info options - Financial pathway payment information |
Line report builder sheet
Mapping | Old Version | New Version |
Select Requests/Financial pathway: Financial pathway outcome date | How to relate relate data to reporting period = By date in period, Select date to be in period = Financial pathway outcome date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Financial pathway outcome date |
Select Requests/Financial pathway: Financial pathway start date | How to relate relate data to reporting period = By date in period, Select date to be in period = Financial pathway start date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Financial pathway start date |
Select Requests/Financial pathway: Request date | How to relate relate data to reporting period = By date in period, Select date to be in period = Request date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Request date |
Select Requests/Financial pathway: Request decision date | How to relate relate data to reporting period = By date in period, Select date to be in period = Request decision date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Request decision date |
Select Requests/Financial pathway: Request outcome date | How to relate relate data to reporting period = By date in period, Select date to be in period = Request outcome date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Request outcome date |
Select Requests/Financial pathway: Specific Request status start date | How to relate relate data to reporting period = By date in period, Select date to be in period = Specific Request status start date, Select specific Request status = select appropriate option | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Specific Request status start date 3. Which specific status? = Select appropriate option |
Select Requests/Financial pathway: Specific Financial pathway status start date | How to relate relate data to reporting period = By date in period, Select date to be in period = Specific Financial pathway status start date, Select specific Request status = select appropriate option | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Specific Financial pathway status start date 3. Which specific status? = Select appropriate option |
Select Requests/Financial pathway: Requests without Request decision date - active at start, end or any time during the period | How to relate relate data to reporting period = Choose either active at start, end or any time during the period, Select how active = Requests without Request decision date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. When should the Requests be active? = Choose either active at start, end or any time during the period 3. How should the Requests be active? = Requests without Request decision date |
Select Requests/Financial pathway: Financial pathway without Financial pathway outcome date - active at start, end or any time during the period | How to relate relate data to reporting period = Choose either active at start, end or any time during the period, Select how active = Financial pathway without Financial pathway outcome date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. When should the Requests be active? = Choose either active at start, end or any time during the period 3. How should the Requests be active? = Financial pathway without Financial pathway outcome date |
Select Requests/Financial pathway: Requests without Request outcome date - active at start, end or any time during the period | How to relate relate data to reporting period = Choose either active at start, end or any time during the period, Select how active = Requests without Request outcome date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. When should the Requests be active? = Choose either active at start, end or any time during the period 3. How should the Requests be active? = Requests without Request outcome date |
Select Requests/Financial pathway: Specific Request status - active at start, end or any time during the period | How to relate relate data to reporting period = Choose either active at start, end or any time during the period, Select how active = Specific Request status, Select specific Request status = choose appropriate option | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. When should the Requests be active? = Choose either active at start, end or any time during the period 3. How should the Requests be active? = Specific Request status without Request status end date 4. Which specific status? = choose appropriate option |
Select Requests/Financial pathway: Specific Financial pathway status - active at start, end or any time during the period | How to relate relate data to reporting period = Choose either active at start, end or any time during the period, Select how active = Specific Financial pathway status, Select specific Request status = choose appropriate option | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. When should the Requests be active? = Choose either active at start, end or any time during the period 3. How should the Requests be active? = Specific Financial pathway status without Financial pathway status end date 4. Which specific status? = choose appropriate option |
Select Requests, Waitlistings and/or Team pathways: Request date in period | How to relate reporting period to Requests = Request date in period | How should Requests relate to the reporting period 1. How should Requests, Waitlistings, and/or Team pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period = Request date |
Select Requests, Waitlistings and/or Team pathways: Request decision date in period | How to relate reporting period to Requests = Request decision date in period | How should Requests relate to the reporting period 1. How should Requests, Waitlistings, and/or Team pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period = Request decision date |
Select Requests, Waitlistings and/or Team pathways: Request followup date in period | How to relate reporting period to Requests = Request followup date in period | How should Requests relate to the reporting period 1. How should Requests, Waitlistings, and/or Team pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period = Request followup date |
Select Requests, Waitlistings and/or Team pathways: Request outcome date in period | How to relate reporting period to Requests = Request outcome date in period | How should Requests relate to the reporting period 1. How should Requests, Waitlistings, and/or Team pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period = Request outcome date |
Select Requests, Waitlistings and/or Team pathways: Request awaiting decision at start of period | How to relate reporting period to Requests = Request awaiting decision at start of period | How should Requests relate to the reporting period 1. How should Requests, Waitlistings, and/or Team pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. How should the Request be active? = Requests without Request decision date 3. When should the Requests be active? = At start reporting period |
Select Requests, Waitlistings and/or Team pathways: Request awaiting decision at any time in period | How to relate reporting period to Requests = Request awaiting decision at any time in period | How should Requests relate to the reporting period 1. How should Requests, Waitlistings, and/or Team pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. How should the Request be active? = Requests without Request decision date 3. When should the Requests be active? = Any time during period |
Select Requests, Waitlistings and/or Team pathways: Request awaiting decision at end period | How to relate reporting period to Requests = Request awaiting decision at end period | How should Requests relate to the reporting period 1. How should Requests, Waitlistings, and/or Team pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. How should the Request be active? = Requests without Request decision date 3. When should the Requests be active? = At end reporting period |
Select how to relate Tagnata interval type data to Requests/Financial pathways and reporting period | Select how to relate Tangata interval type data to Requests/Financial pathways and reporting period - Select how to relate the interval type data to Request/Financial pathways and reporting period | Tangata information - Select which Tangata should be added = select the appropriate option |
Select how to relate Activity session and Action data to Request/Financial pathways and reporting period to the reporting period: Occurred between Request date and Request decision date | Select how to relate Activity session and Action data to Request/Financial pathways and reporting period to the reporting period = Occurred between Request date and Request decision date | Activity session and/or Action information: 1. Select which dates the Activity session/Action should have occurred between (selected dates included)= Request date and Request decision date 2. Select if Activity sessions/Actions should have occurred in reporting period or not - select the appropriate option 3. Select what kind of Activity session/Action info to add - select the appropriate option |
Select how to relate Activity session and Action data to Request/Financial pathways and reporting period to the reporting period: Occurred between Financial pathway start date and Financial pathway outcome date | Select how to relate Activity session and Action data to Request/Financial pathways and reporting period to the reporting period = Occurred between Financial pathway start date and Financial pathway outcome date | Activity session and/or Action information: 1. Select which dates the Activity session/Action should have occurred between (selected dates included)= Financial pathway start date and Financial pathway outcome date 2. Select if Activity sessions/Actions should have occurred in reporting period or not - select the appropriate option 3. Select what kind of Activity session/Action info to add - select the appropriate option |
Select how to relate Activity session and Action data to Request/Financial pathways and reporting period to the reporting period: Occurred between Request date and Request outcome date | Select how to relate Activity session and Action data to Request/Financial pathways and reporting period to the reporting period = Occurred between Request date and Request outcome date | Activity session and/or Action information: 1. Select which dates the Activity session/Action should have occurred between (selected dates included)= Request date and Request outcome date 2. Select if Activity sessions/Actions should have occurred in reporting period or not - select the appropriate option 3. Select what kind of Activity session/Action info to add - select the appropriate option |
Select how to relate Activity session and Action data to Request/Financial pathways and reporting period to the reporting period: Activity session/must have occurred during reporting period | Select how to relate Activity session and Action data to Request/Financial pathways and reporting period to the reporting period - Activity session/must have occurred during reporting period | Activity session and/or Action information: 1. Select which dates the Activity session/Action should have occurred between (selected dates included)= As above, select appropriate option 2. Select if Activity sessions/Actions should have occurred in reporting period or not - select the appropriate option |
Add information to report | Select Requests/Financial pathways related data | Request information - Add Request/Financial pathway info |
Add information to report | Select Requests/Financial pathways related data - Select Request detail field to add | Request information - Add Request detail field |
Add information to report | Select Requests/Financial pathways related data - Select Financial pathway detail field to add | Request information - Add Financial pathway detail field |
Add information to report | Select Requests/Financial pathways related data - Select Request status to add start date | Request information - Add Request status start date |
Add information to report | Select Requests/Financial pathways related data - Select Financial pathway status to add start date | Request information - Add Financial pathway status start date |
Add information to report | Select Wellbeing aspect related data - Select Financial pathway Wellbeing aspect to add Wellbeing aspects levels on | Request information - Add Wellbeing aspect level for Financial pathway Wellbeing aspect |
Add information to report | Select Wellbeing aspect related data - Add list of improved Wellbeing aspects | Request information - Add list of improved Financial pathway Wellbeing aspect |
Add information to report | Select Tangata related data - Select Tangata info to add | Tangata information 1. Select which tangata should be added = Select the most appropriate option 2. Select Tangata information = select the most appropriate option - age, ethnicity, gender, iwi/hapu |
Add information to report | Select Tangata related data - Select Tangata interval style info to add = Responsible Kaimahi | Responsibility information - Add Responsible Kaimahi |
Add information to report | Select Tangata related data - Select Tangata interval style info to add = Tangata’s tag name | Tangata information 1. Select which tangata should be added = Select the most appropriate option 2. Select Add the date(s) Tangata’s tag name was put on = select the most appropriate option 3. Select when the Tangata’s tag name was active = select the most appropriate option |
Add information to report | Select Activity session related data - Select Activity session info to add | Activity session and/or Action information: 1. Select which dates the Activity session/Action should have occurred between (selected dates included)= As above, select appropriate option 2. Select if Activity sessions/Actions should have occurred in reporting period or not - select the appropriate option 3. Select what kind of Activity session/Action info to add = Add Activity sessions with/withou Actions that occurred during the Activity session 4. Add Activity session info - select appropriate option |
Add information to report | Select Action related data - Select Action info to add | Activity session and/or Action information: 1. Select which dates the Activity session/Action should have occurred between (selected dates included)= As above, select appropriate option 2. Select if Activity sessions/Actions should have occurred in reporting period or not - select the appropriate option 3. Select what kind of Activity session/Action info to add = choose appropriate option 4. Add Action info - select appropriate option |
Look up sheet
Mapping | Old Version | New Version |
Select Requests/Financial pathway: Financial pathway outcome date | How to relate relate data to reporting period = By date in period, Select date to be in period = Financial pathway outcome date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Financial pathway outcome date |
Select Requests/Financial pathway: Financial pathway start date | How to relate relate data to reporting period = By date in period, Select date to be in period = Financial pathway start date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Financial pathway start date |
Select Requests/Financial pathway: Request date | How to relate relate data to reporting period = By date in period, Select date to be in period = Request date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Request date |
Select Requests/Financial pathway: Request decision date | How to relate relate data to reporting period = By date in period, Select date to be in period = Request decision date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Request decision date |
Select Requests/Financial pathway: Request outcome date | How to relate relate data to reporting period = By date in period, Select date to be in period = Request outcome date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Request outcome date |
Select Requests/Financial pathway: Specific Request status start date | How to relate relate data to reporting period = By date in period, Select date to be in period = Specific Request status start date, Select specific Request status = select appropriate option | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Specific Request status start date 3. Which specific status? = Select appropriate option |
Select Requests/Financial pathway: Specific Financial pathway status start date | How to relate relate data to reporting period = By date in period, Select date to be in period = Specific Financial pathway status start date, Select specific Request status = select appropriate option | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Specific date being in reporting period 2. Which date should be in period? = Specific Financial pathway status start date 3. Which specific status? = Select appropriate option |
Select Requests/Financial pathway: Requests without Request decision date - active at start, end or any time during the period | How to relate relate data to reporting period = Choose either active at start, end or any time during the period, Select how active = Requests without Request decision date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. When should the Requests be active? = Choose either active at start, end or any time during the period 3. How should the Requests be active? = Requests without Request decision date |
Select Requests/Financial pathway: Financial pathway without Financial pathway outcome date - active at start, end or any time during the period | How to relate relate data to reporting period = Choose either active at start, end or any time during the period, Select how active = Financial pathway without Financial pathway outcome date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. When should the Requests be active? = Choose either active at start, end or any time during the period 3. How should the Requests be active? = Financial pathway without Financial pathway outcome date |
Select Requests/Financial pathway: Requests without Request outcome date - active at start, end or any time during the period | How to relate relate data to reporting period = Choose either active at start, end or any time during the period, Select how active = Requests without Request outcome date | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. When should the Requests be active? = Choose either active at start, end or any time during the period 3. How should the Requests be active? = Requests without Request outcome date |
Select Requests/Financial pathway: Specific Request status - active at start, end or any time during the period | How to relate relate data to reporting period = Choose either active at start, end or any time during the period, Select how active = Specific Request status, Select specific Request status = choose appropriate option | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. When should the Requests be active? = Choose either active at start, end or any time during the period 3. How should the Requests be active? = Specific Request status without Request status end date 4. Which specific status? = choose appropriate option |
Select Requests/Financial pathway: Specific Financial pathway status - active at start, end or any time during the period | How to relate relate data to reporting period = Choose either active at start, end or any time during the period, Select how active = Specific Financial pathway status, Select specific Request status = choose appropriate option | How should the Requests/Financial pathways relate to the reporting period 1. How should the Requests/Financial pathways relate to the reporting period? = Active at start, end or any time during reporting period 2. When should the Requests be active? = Choose either active at start, end or any time during the period 3. How should the Requests be active? = Specific Financial pathway status without Financial pathway status end date 4. Which specific status? = choose appropriate option |