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Caregiver Reports
Caregiver Reports

What data will I see in each report?

K
Written by Kate Lewis
Updated over 3 years ago

Caregiver Applicant Report

Shows all caregiver applicants whose application was received within a specified date range, including contact details and application status.

Caregiver Availability/Unavailability Report

Shows all entered caregiver availability and/or unavailability within a specified date range.

Caregiver Badge Report (V2)

Generates a printable badge for caregivers, including telephony/IVR instructions on the reverse side. You can choose whether to include the caregiver's date of birth.

Caregiver Badges Export

Provides a list of caregivers, filtered by status, including time tracking phone number and ID as well as SSN.

Caregiver Client Matching

Shows a list of caregivers with all clients they have worked with within a specified number of days.

Caregiver Compliance Report

Shows caregiver compliances that are set to expire within a specified date range. Can be filtered to particular caregivers or compliance types. For example, you could choose to see all driver's licenses due to expire within the next year.

Caregiver Emails

Shows a list of caregivers with address and both email addresses (if applicable). Can be filtered by caregiver status.

Caregiver Expirations

Shows all caregiver compliances, with expiration dates.

Caregiver Hire and Rate Details

Shows all caregivers hired within a specified date range, with all caregiver-specific pay rates that apply for each caregiver.

Caregiver Hire Anniversary

Shows the hire date and date of first service of all caregivers hired within a specified date range.

Caregiver Hours and Units

Shows all schedules within a specified date range, grouped by caregiver, with total pay units and hours, pay rate and pay amount for each schedule, as well as a total for each caregiver.

Caregiver HR

Shows all caregivers hired within a specified date range, including date of birth, skills, hire date and separation date and reason (if applicable).

Caregiver List

Shows all caregivers, filtered by status, with address and contact details, role, date of birth and SSN.

Caregiver List with Birthday

Shows a list of caregiver birthdays within a specified month.

Caregiver Office Listing

Shows a list of caregivers for a specified office.

Caregiver Pay Rates

Shows a list of caregiver-specific pay rates, filtered by service type.

Caregiver Recruitment Details

Shows the hiring details for caregivers, including hire and interview date, availability, skill(s) and city.

Caregiver Roster

Shows caregivers, filtered by status, with address, contact details, role, sex and notes.

Caregiver Separation Details by Status

Shows all caregivers who have left the agency, with hire date, date of last service, separation date, reason and notes.

Caregiver Skill Level

Shows a list of caregivers, filtered by status and skill.

Caregiver Status Change

Shows a list of caregivers, filtered by current status, with all previous status changes and reasons.

Caregiver Telephony

Shows a list of caregivers with time tracking ID numbers.

Caregiver Training

Shows a list of trainings from the LMS module completed by caregivers within a specified date range.

Caregiver Training Expirations

Shows a list of caregiver trainings from the LMS module with expiry dates within a specified date range.

Caregivers by Status

List of caregivers, filtered by status, showing address, contact details and skill(s).

Caregivers with Hire and Rates

Shows a list of caregivers, filtered by status, with address details, hire date and any caregiver-specific pay rates.

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