Produce a Report
A report gives a statistical overview of a particular organisational function for a specified period of time. Reports may be...
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Reports (On Demand)
These articles cover the various reporting options available within your CRM database, These options include data export and standard reporting.
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Enquiries Statistics Report
The Enquiries Statistics Report provides a breakdown of enquiries by requested services, referred services, demographics and the main focus of enquiry. Tip:... -
Case Management Statistics Report
The Case Management – Statistics Report allows you to monitor how many active clients you are currently managing. You may... -
Case Notes Report
The Case Notes Report provides a summary of the client details and a chronological listing of their Sessions and Case... -
Community Education Statistics Report
The Community Education Statistics Report provides you with a breakdown by session type, and a detailed session list outlining dates, number of... -
Emergency Relief Statistics Report
The Emergency Relief – Statistics Report provides the statistics required to report to various funding agencies. Instructions Step 1. Log... -
Emergency Relief Clients Accessed Report
The Emergency Relief Clients Accessed report provides a list of clients who have equalled or exceeded a particular dollar value... -
Financial Counselling Statistics Report
The Financial Counselling- Statistics Report provides the statistics required to report to various funding agencies. Instructions Step 1. Log into... -
Financial Counselling Active Clients by User Report
The Financial Counselling- Active Clients by User Report allows you to monitor how many active clients you, or any other user... -
OOHC – Statistics Report
The Out of Home Care – Statistics Report was originally built to meet various funding body reporting requirements. The report also contains...