Settlement Services – Statistics Report
The Settlement Services Statistics Report provides a range of statistics to help you better manage your organisation’s services Instructions Step 1. Select Reports from...
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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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General Users Report
There are a number of reports provided with your database, each with individual permissions. The General Users report provides a... -
Notifications Report
The Notifications Report provides a list of all notifications scheduled to run within the selected reporting period. Notifications are grouped by module... -
Data Exchange Reporting Dashboards
The DEX (Data Exchange) is a program reporting platform implemented by the Department of Social Services. Since it’s creation it... -
DEX Dashboard – Client Attendance Dashboard
The Data Exchange Reporting Dashboard has been created to allow you to easily see the status and details of your... -
DEX Dashboard – Casework Dashboard
The Data Exchange Reporting Dashboard has been created to allow you to easily see the status and details of your... -
DEX Dashboard – Session Dashboard
The Data Exchange Reporting Dashboard has been created to allow you to easily see the status and details of your... -
DEX Dashboard – Summary Dashboard
The DEX (Data Exchange) is a program reporting platform implemented by the Department of Social Services. Since it’s creation it... -
Word Search
The Word Search function is a tool to help managers find trends or correlations between information recorded in notes across... -
Client Timeline Report
The Client timeline report has been created to provide an overview of all services provided to a client during their...