Reports
A Guide to the Reporting Section of your Portal
By Kate and 1 other2 authors19 articles
- CRM ReportsWhat information does each report contain?
- Recent ReportsYou can track the last report opened in system.
- Filter Reports With Client TypeReports which can be useful if you want to fetch the data as per Client type details.
- EVV ReportsWhat data will I see in each report and which report should I use to post my EVV data?
- Favorite ReportsYou can keep your most used reports separate under Favorite Reports
- Caregiver ReportsWhat data will I see in each report?
- Reporting - Full ListA full list of all standard reports within Caresmartz360
- Scheduling ReportsWhat data will I see in each report?
- Accounting ReportsWhat data will I see in each report?
- Client ReportsWhat data will I see in each report?
- Performance Metrics Report
- Custom Reports - BuildStep by Step on how to build and save your own custom reports
- Client Contact List ReportHow to use this report
- Client Completed Assessments ReportHow to use this report
- Client Community Relationships ReportHow to use this report
- Client Caregiver Relationship ReportHow to use this report
- Client Bill Rates ReportHow to use this report
- Client Authorization Expiration ReportHow to use this report
- Birthday/Anniversary ReportHow to use this report