Once you've established your report section's root form, you can continue building your report by adding fields from any other forms you want to report on. The fields you choose to pull in ultimately depends on the goal of your report. However, there are certain fields we recommend including in your report when applicable as they can provide important context regarding your participants without including much Personally Identifiable Information (PII).

Note: In the above example, multiple 'Record ID' fields from different forms are included in the report. We recommend editing column names to easily distinguish these fields from each other. To do this, click the column's gear icon to open its properties then edit the Name field. Select Apply to save your changes.

This field is unique to each Household and allows you to see which Household a participant receiving services belongs to without displaying the Household name.

Note: You can group your report by this column to display the rest of your data by individual Households. You can also add a Distinct Count to the column to show the number of unique Households that have received services.

This field is unique to each participant and provides an alternative to using a participant's name. You can also add a Distinct Count to this column to show the number of unique participants that have received services.

This can be used to display a participant's current age or calculate their age upon enrollment in a program with a Number Calc column. To learn more, click here.

Some participants may enter and exit the same program more than once. This field is unique to each instance of a participant's enrollment in any program. You can add a Distinct Count to this column to show the total number of program enrollments that have occurred.

This field shows the name of the Program the participant is enrolled in and what program an individual Service record is related to.

Program Start Date (Enrollment Information > 'Enrollment Date') +

Program End Date (Exit Information > 'Exit Date')

These dates can be used to filter which participants were enrolled in a program within a particular reporting period.

Since participants will most likely receive services multiple times, this field assigns a unique ID to each instance of a Services record associated with a Participant record. You can add a Distinct Count to this column to show the number of instances any service was provided to participants.

This field can be used to filter for Service records that occurred within a particular reporting period.

This field displays the specific service(s) a participant received.