Reports Hub Overview
Custom Report: Stuck on a difficult report? Let us create it for you! This is a one-time fee for a report, that we will email to you as an Excel, graphic, or Word report.
You can find the Reports Hub in the upper-right of your Caseload Manager home page. You will find a variety of reports that are available to you--some of which you can customize or filter by date. You might also choose to create your own reports by filtering and exporting your data.
- Cases Needing Assignment
- Service Report
- Activities and Calendar Items
- Case Types Report
- Crosstab report
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Case Type Pie Chart
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Case Type Crosstab
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Referral Source Pie Chart:
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Survey Summaries
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Import Log
Additionally, you may create your own reports: - Exporting
- Filter Cases
- Calculate Balance Due
- Invoicing Clients
- Filter for Pending Cases
- Case Date Range Filter