Noted’s Reports feature provides you with the opportunity to query your data.

The valuable data pulled from Reports can be used for funding obligations, evaluating services, annual reports, and more.
The Reports tool follows these main steps:
- Creating a report, defining the type of data you require
- Adding filters to narrow down the data
- Defining the output you wish to see
Navigate to reporting via the switcher to create reports
NOTE: As a time-saving tool, each query you create will automatically be saved so you can generate the same report in the future.
These can be edited, duplicated, and deleted as required. The reports you create can be kept private or shared with your wider organisation.

Step one: Creating a report

This is where you choose what you want to report on. Noted gives you the option to select either:

A list of clients
- This option will generate a list of clients who match specific criteria. Each row in the output of this selection will be an individual client.
Records
- Create a list of client records that meet specific criteria. Each row in the output will be a single record.
Groups
- Report on session attendance for your groups. All sessions of the included group or groups will be presented in the output, with a row for each attendee.
Forms
- While similar to reporting on Records, when you choose Record forms or Group record forms, each row in the output will show an individual form.
A single client
- Reporting on a single client allows you to generate data captured in an individual’s Forms and/or Tracking Forms. In this report, each row in the output will be a form or tracking form entry.

Step two: Adding filters to refine your query

Use filters to further refine your search query. The filters available for each report are dependent on your selection in step One.
Select + Add Filter and define as required. Some filters can be added multiple times.
If you are reporting on Records, Group Sessions or Forms you can add a time range along with any filters you may require, to specify the period you wish to have included in your data.

Each filter you add is an AND function in your query
For example, if you choose Male from the Gender filter and Greater than or equal to 14 in the Age filter, the search result will include every male who is aged 14 or more.
Exception: Some filters let you choose AND or OR within a selection set
These filters allow you to select multiple fields and choose whether you are looking for All or Any of the selected fields.

Some filters are time-based. You can specify the time range for the following:

NOTE: In most cases, you would only choose one time-based filter for a report.

Before exporting your report to CSV you can specify what information is displayed from the sections listed under Choose Output.

You can specify whether or not to include inactive clients in your output and choose to de-identify clients if appropriate.
Once you have defined your output click Name and finish. Add a relevant title so you can refer back to the report in the future, then click Save and finish.