Reports
Create and manage your reports.
Case Management Report v2Access and use the Case Management Report v2.
Client Journey ReportsThis article explains how to access and use the Client Journey Reports.
Reasons for referral reportView and report on how a client’s referral reasons evolve over time for deeper insight into their journey.
Case Management ReportThis article will highlight how to run and access reports via Case Management Report.
Using the ONS4 reporting toolThis article details guidance on how to use the ONS4 reporting tool.
Activity ReportsThis article explains how to utilise the use of Activity Reports.
Intervention activity reportThis article details information on the intervention activity report.
Interventions and primary categories within reporting not matchingThis article details information on why intervention and primary categories within reporting are not matching.
Health Impact reportThis article outlines how to access and use the Health Impact report.
Progress dashboardTrack client wellbeing trends using the Progress Dashboard, including score changes and filterable visual insights.
Workers classed as both active and waiting at the same timeUnderstand why clients with multiple cases may display different statuses this is expected system behaviour.
Report on specific clients access needsUse case management reports to view and record client's specific access needs for tailored support.
Report on days openThis article details how to view and report on the number of days a case is open for.
Check attendance and impact reportsThis article guides you on how to check your attendance and impact reports.