This guide will walk you through how to find the Client Journey Report, understand what it shows, apply filters, monitor client health, and export the data as a CSV file.
Accessing the report
To open the Client Journey Report:
Click Reports in the main menu.
Select Client Journeys.
What the report shows
The report gives you a detailed view of your clients based on their registration date. Here's what you will see:
ID number.
Date registered.
Client name.
Date of birth.
Associated cases (including case owner)
Assigned Interventions (with ratings)
Adjusting the time period
Use the time bar at the top of the page to change the reporting period. This lets you focus on specific timeframes.
Filtering the data
On the left hand side, you will find filters to narrow down the data:
Gender
Age
Hub
Region
Cohort Group
Monitoring client health
On the right hand side, the Health Journey list shows which monitoring tools are used in the project. Click on a tool to view pre and post scores for each client.
Exporting the report
To download the report as a CSV file:
Click the Download Report button.