NCAtrak Support

The Setup page in the Reports section of NCAtrak provides designated team members with the ability 

to setup some features for all reports in the system.

Set Default Report Format for Management, Schedule, and Case Reports

This default setting for how you want the reports to display is effective for all types of NCAtrak 

reports except Custom Reports. All Custom Reports are displayed in “HTML” format so you can more 

easily move that information into Excel, Power Point, or Word as desired.

Select “Setup” from the “Reports” dropdown menu on the left side of NCAtrak.

Figure 1. “Setup” on the Reports menu

Use the radio buttons next to “Set Default Report Format for Management, Schedule, Case and

Medical Reports”.

Options:

•  PDF – non-editable, finished report format.

•  DOC – open in Word format, or save to your computer as a Word document so you can edit. A pop-up 

    window will display from your computer asking you if you want to open the file or save the file.

•  HTM – a web page format you can view without page breaks.

Click on the “Save” button after you have selected the format that you want.

Figure 2. Default Report format options

Log out and log back in to NCAtrak to apply the changes you have made. This setting will not change 

until you log-out of NCAtrak and log back in the next time.

NOTE: You can select any report format at any time you are trying to run a report. This is just the 

report format that will be used as the default format.

Create a Custom Footer for NCAtrak Reports

In the “Report Footer” box, enter text to be displayed at the bottom of all reports created in

NCAtrak. For example, “This report is private and confidential.” The space will hold up to 250 

characters and up to 2 separate lines. 

Click on the “Save” button.

Log out and log back in to apply your changes. This setting will not change until you log-out of 

NCAtrak and log back in the next time

Figure 3. Report Footer text field

Define Age Groups for Custom Reports

CACs are often asked to report on the age of children served by grouping the ages. Below are two 

examples – both reports needing different groups.

Figure 4. Custom report age group examples

Use the Age Group table to create the group for each report. To create a new age group, click

on the “Add” button.

Figure 5. “Add” age group button

Type the name of the age group that you want to create in the “Description” field of the pop up box 

and click “Update.”

Figure 6. “Description” field

The newly created age group will be added to the bottom of the list. Click on the “Edit” button

in the row of the age group you just created.

Click the “Add” button to enter the first age range.

Figure 7. “Add” button

Use the up and down arrows to select the lower and upper age limits in the pop up box and

click “Update” to save. Conversely, click “Cancel” to forego adding an age group and returning

to the table.

The example below shows an age range of 0 – 6.

Figure 8. Lower and upper age limits in the pop up box

Repeat this process until all of the desired age ranges are added to the table. Click on the “Save” 

button to save the changes made in the new age group.

Figure 9. “Save” button

Using Age Groups in a Custom Report

Age groups are available for use in summary queries when you select either the “Alleged 

Victim/Client Information” or “Alleged Offender Information” Data Field Category.

The actual data field will display like this example: Alleged Victim/Client Information –           .

The words in the blank space will be the title or name given when the age group was created. If

you created the ‘United Way Age Group’ it would look like the sample below:

Example: Alleged Victim/Client Information – United Way Age Group