If a report is taking a long time to load before prompting the user for values, it may be trying to pull information in from too many different places. Here's where to look first:

  • The report is retrieving data from a "xxx 2014.x" universe. These universes are frozen, any changes to the underlying forms will not be reflected and the customer should migrate to a custom universe.
  • If a single query is retrieving data from a number of different types of sources (demographics, assessments, Points of Service, TouchPoints, caseload, family data, etc.) this can affect speed. It is recommended to split the query.
  • Points of Service and Assessment should always have a query on their own, and should include only Identity data.
  • If a report contains multiple queries and is running slowly you can add a "Query status" report to see which ones are taking a long time to refresh.
  • Using the "Active Filter" in a query can sometimes slow a report down.
  • Do not include more than four TouchPoints in a single query, this can slow a report down.
  • Using Combination queries (Union, Intersect and minus) can slow a report down.

See also: ETO Results: Running a Query Status Report

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