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Client data can be exported in several file formats using the Single Performance Measure Client List. The Custom Report option includes Field Selections, which can be selected to determine the data that will be exported. The performance measure functions as the filter determining which clients will be included in the custom report.

  1. Click Administrative Options.
  2. Click Performance Measures.
  3. Click the performance measure to highlight it.
  4. Check the box next to the provider domain.
  5. Click Single Performance Measure Client List.

The custom report field selection options are from the Demographic report type. Click here to review the field selection options for a Demographics report type custom report. To add field selections click Add Field or if there are Demographics report type templates created, click Templates. Click here for instructions for creating templates.

  1. Click Add Field.
  2. Type the name of the field or a search term in the search field at the top.
  3. Click the field selection to highlight it.
  4. Click Select/Use Field.
  5. Click Save.
  6. Once all field selections have been saved, click Close.
  7. Click Make Client List.

Click here for additional instructions for format, subfilter, and use totals.

The RW CAREWare Report Viewer will display the results.

  1. Click Export Report Document.

  2. Click the drop down arrow for Export Type.

  3. Click the Save As ellipsis.

  4. Enter a File Name.
  5. Click Save.
  6. Click OK.

Click here to download these instructions.

Back to Exporting data out of CAREWare

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