Once you have accessed the Reporting Module, the reporting
toolbar will be made available.
The reporting screen is
broken into seven main categories:
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You can access each of these categories from the left hand pane, as illustrated in the screenshot. Once you click on a category, all Reports available within that category will appear below that category tab. You can then select the Report you wish to run.
Once you click on a particular Report, a search facility will appear in the right hand screen, allowing you to define the criteria you want to filter your Report by. For example, you can generate a Report that relates to all Carers within a particular Group, or all Clients who have a particular status.
If you do not use the search options, the default options will apply, which are always All, meaning all Carers/Clients, etc will be returned regardless of Group, Status etc.
Below, you will find explanations of all of the Reports on the system, broken down by category.