QuickStart > Reports Intro

Caseload Manager - Reports Hub Intro


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Clicking on "Reports" shows you a menu of available reports.  Different Caseload Manager access levels have differing access to Reports. Visit the Administrative Reports Hub for complete information.

The most common report is the Services Report.

Services Report

1) To access the Services Report, click on Reports > Services Report. 

2) Enter in the desired date range to view a summary of services during that time. 

 

Please note: This report provides a summary of all services provided.  This will include all activities, even if a case is not created.