Common Compass Filters

When you are trying to pull data for a report, you need to use filters to exclude irrelevant data. There are a handful of common filters that you should familiarize yourself with:

Common Case Record Filters

• Program Name: Filter for specific programs. Otherwise you'll see case records across all programs.
• Case Status: Every case is either Open, Closed, or Grievance. Usually, we filter to only include open cases, as in: 
  • "Case Status equals Open" 
• Program Status: This is our most common filter and is usually used in combination with or instead of Case Status. Often we want to see our "Enrolled" clients, "Exited" clients, or clients in some other stage of our program. Example filters include:
  • "Program Status equals Enrolled"
  • "Program Status equals Exited"
  • "Program Status equals Enrolled, Housing Search, Screening/Intake, Referred"
• Open Date, Exit Date, etc.: You'll often be filtering on date somehow. "Open Date"is reliably when the case was opened and can always be used. "Exit Date" is not always populated but can often be used. Often with dates it is best to use some kind of Filter Logic
  • "Open Date greater than or equals 1/1/2017" AND "Open Date less than 2/1/2017"
    • ^^^Shows cases opened in January 2017^^^

Common Service Entry Filters

• Engagement Type: Depending on your program, services will come in a variety of types - collateral contact, case management, therapy - shadowing, etc. You will want to filter out unwanted engagement types
  • We've made the field "isTherapy" to make it easier to see all the engagement types that begin with Therapy
  • We've made the field "PM: isDose" to make it easier to see service entry that represent actual engagements with clients (not no shows, not left message, not collateral contact, etc.)
• Engagement Method: This is where we filter out no-shows or "spoke on phone"
• Date / Time: When did this meeting take place?

Common Direct Service Filters

Direct Services are where attendance for Groups/Classes or therapy sessions are recorded.

• Participated?: Always set "Participated? equals Yes" to exclude non-attendances