The Group Summary report has three available options and displays the following information:

  • The Event Summary lists groups events and displays duration, status, and fees.

  • The Case Financial Summary lists Cases and any associated financial information.

  • The Service Unit Summary lists any Service Units assigned to the group and any related financial information.

This report would typically be used by a practitioner.

To access the Group Summary report navigate to the group page and click Group Summary located on the right-hand side in the Reports sidebar.

The Event Summary lists groups events and displays duration, status, and fees.

The Case Financial Summary lists Cases and any associated financial information.

The Service Unit Summary lists any Service Units assigned to the group and any related financial information.

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