Reports in Plait are run from standard queries that are stored in the database. As report templates are just data you can search for them in the same way as you search for Clients or Care workers, by typing the name in the search box.
So to get a list of current clients, just type current clients in the search box:
Sometimes it isn't that obvious what to type, so you might need to use scopes or special characters, as you can in all searches. See this FAQ. You can get a complete list of the all reports here - but clicking on a report will take you to the report setup rather than the report runner (this will give you the report title, so you can use the search input to find it - and that will take you to the report runner).
When you click on the report name in the search results you will be taken to the report runner
Select your report output format and then click on Run Report. Some reports will have runtime parameters or even mail merge documents to configure at this stage. A very common set of runtime parameters is start and end of the report period.
Although these values are formatted as dates, they are actually datetimes, with the 00:00 suppressed as all reports are for a multiple of days. So a report for a month needs to have a start and finish of (for example) 01/02/2022 - 01/03/2022 (because 01/03/2022 is really 01/03/2022 00:00 - so nothing from March gets included). So the screenshot above shows a report that covers a week.
You can export reports as CSV, which is useful for doing things in a spreadsheet. If you are a SQL wizard you can also use SQLite as discussed here.
If you cannot find the report you want, you can create it yourself - see this FAQ.
The partial list of reports below is out of date and omits several new reports. It will not be maintained.
Customers / Service Users
Care / Support Workers
Current Care Workers |
Care Workers without Payroll Number |
Pay Advice Report |
Preparedness for Mobile |
Application Sources |
Current Care Workers and Grades |
Care workers with addresses that could not be geocoded |
Care Service
Event Summary |
Weekly Hours Summary |
Hours by contract and event type |
Carer hours by contract and event type |
Logging Compliance Report |
KPI: Unallocated events |
Medication
Medication Statistics by Organisation |
Flammable Medication |
Medication Alerts |
Medication Administration in the last week |
Medication - customer monthly totals |
System / Miscellaneous
Most recent user activity |
Last activity by organisation |
Photos in decreasing size order |
People with address that failed geocoding |