The Discharges Report exports discharge records into an Excel workbook so teams can review who was discharged, when the discharge happened, the selected discharge reason and disposition, related case information, and any discharge summary notes in one place.
⚙️ How It Works
Go to Reporting and open User Reports.
Choose Discharges.
Set a Discharge Date Range to limit the report to a specific time period.
Use filters such as Discharger, the participant filter, Discharge Reason, or Discharge Disposition to narrow the results.
Enter a value in Report Name if you want a custom file name.
Click Generate Report.
The export contains one worksheet named User Discharges. Each row represents one discharge record. Results are sorted by discharge date from newest to oldest.
✅ Benefits
Review discharge history clearly with date, reason, disposition, and summary details in one export.
Filter by the right team member using the Discharger filter when you need to review discharges completed by specific staff.
Analyze outcomes over time by combining date range filtering with Discharge Disposition.
Support case review with related case numbers included in the workbook.
🧰 Options
Discharge Date Range filters records by discharge date.
Discharger filters the export to records created by one or more specific staff members.
The participant filter limits the export to one or more specific participants.
Discharge Reason filters the export by one or more configured discharge reasons for your account.
Discharge Disposition filters the export by the disposition tied to the selected discharge reason, such as positive, neutral, or negative.
Report Name controls the exported file name.
📊 Columns Included
The Discharges Report includes these default columns:
User
Case ID
Discharge Date
Discharge Reason
Discharge Disposition
Discharge Summary
For umbrella accounts, the export also adds an Account column at the beginning of each row.
💡 Best Practices
Use a focused Discharge Date Range when reviewing discharges for a month, quarter, or program period.
Combine Discharge Reason and Discharge Disposition filters when you want a more targeted export.
Sort or pivot the workbook by Discharge Date or Discharge Disposition when identifying trends.
Review Case ID and Discharge Summary together when preparing follow-up conversations or audits.
❓ FAQs
What file type does the Discharges Report export?
The report exports as an Excel workbook (.xlsx).
What does each row in the report represent?
Each row represents one discharge record.
How are results sorted in the export?
Records are sorted by discharge date from newest to oldest.
Where do the discharge reason and disposition options come from?
They come from the discharge reason options configured for your account.
Can I filter the report to one discharger or participant?
Yes. You can use the Discharger filter and the participant filter to narrow the export to specific records.
What worksheet name is used in the workbook?
The workbook includes a worksheet named User Discharges.
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