Each report brings together key data points into one structured view, including:
Client overview and demographic details
Funding information and status
Shift activity and analytics
Billable entries and billing data
Incidents, notes, and travel claims
Instead of pulling information from multiple sections, everything is now centralised into a single report for faster reviews, audits, and decision-making.
How to Access Client Reports
You can access Full Client Reports directly from the Reports module.
Steps:
From the main menu, click Reports
Select Clients
Click on Full Client Report
Choose a client from the top-right dropdown
Select the reporting period (e.g. This Month)
Choose the sections you want to include
Click Generate
This flow allows you to quickly build a report tailored to your needs.