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This page applies to [CAS NAME] [trainee]s.

[CAS NAME] offers several reports that you can use to track your activities during your [experience]s. You can print these reports for your records or give them to your institutional administrators, program directors, faculty members, and supervisors, if needed.

Create a Report

To create a report:

  1. Click Reports.
  2. Select a report type.
  3. Under Date Range, limit your report to include activities within a certain date range. If you want to include the number of integrated reports completed, leave these fields blank.
  4. Under [Placement], select your [placement]s.
  5. If you select the [placement], you can also filter by your supervisors.
  6. If you select Approved Hours Only, then your report is limited to only activities approved by a supervisor.
  7. Click Filter, if needed.
  8. Click Print Signature Page to print the report details.

Report Types

Review the report type descriptions below to learn which types of activities (e.g., unconfirmed, confirmed, scheduled, etc.) and activity information are included in each report.

Activity Summary Report

This report includes a detailed view of all your confirmed activities, including graphs for your hours based on time, domain, [treatment setting], [placement], and type. Your integrated assessment totals are also listed if you track these details.

Demographic Summary Report

This report is based on only confirmed activities and includes a detailed summary of the different client populations you've worked with, including charts based on client age, gender, sexual orientation, race/ethnicity, and disabilities. The total number of clients by type is also listed.

Combined Summary Report

This report combines parts of the Activity Summary and Demographic Summary reports. The client demographic data and activity hours by type are listed.

Activity Details Report

This report lists all activities entered in [CAS NAME], with activity and [treatment setting] totals. Select the default statuses, approval statuses, and date range for a basic filter, or click Advanced Filters for additional filters.

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