REPORTS Module
Overview
In the CareVision Web Portal, we have consolidated all report generation functionalities into a single, unified area. This allows administrators to quickly and efficiently generate the specific reports they need. The streamlined interface ensures easy navigation and accessibility, reducing the time spent searching for different report options and improving overall productivity. Additionally, the centralized report area includes selection of columns, enabling administrators to tailor reports to their specific requirements with just a few clicks.
Location
Left-side navigation menu, click REPORTS.
From here, it will show different types of report available to generate.
Parameters
| PARAMETERS | DESCRIPTION |
| Presets | Clicking the Preset options dropdown displays the already created combination of different columns that the administrator might only need when creating a particular report. |
| Grouping Parameters | This allows the administrator to group the information into various categories. |
| Filter Parameters | This allows the administrator to narrow the report down to specific items that match the selected criteria. |
| Display Parameters | This is what makes the Reports fully customisable. When the report is generated, only the selected columns will be displayed in the output file. This allows administrators to choose which columns to include, ensuring the report meets their specific needs. |
| Export Option Parameters | CSV output is based on the selected Filter and Display Parameters Summary is based on the Grouping Parameters. This will show how many clients are a part of a particular Grouping. |
Different Types of Reports
Client Reports
Provides vital information about clients that Carevision have.
Staff Reports
Specific to all organisation employees like field staff and office workers.
Service Reports
These are detailed information of bookings or shifts rendered on a particular date or date range.
Form Reports
These are Forms submitted or created for a client or a field staff member.
Social Groups
Shows the members attending to different Social Group events and the service rendered associated with the event.
Client Leaves
Display clients that have taken Leave on services.
Service Adjustments
Almost similar with the Service Reports. The main difference is the Adjustment Period Dates.
If there are any adjustments made on a particular booking or shift, this report will provide them.
Note that only adjust or modified services/shifts will be included on this report.
Staff Competencies
Access Reports
These are the organisation staff members who logged in on Carevision Web Portal or Carevision Plus Mobile App.
Related Articles
Lead Reports
Understanding the Lead Source Report As stated in the article, Managing Lead Sources and Reporting for Lead Sources, Lead Sources are an important metric for knowing where clients are coming from and how they came about your platform. In order to ...Heatmap Type Reports
Heatmap Type Reports Heatmap Type Reports are data reports relating to a certain location depending on that piece of data In the Client Management reports category, we have Client Locations, and Case Note Locations. Each heatmap type report has the ...Filter List and Pivot Table Reports
Throughout CareVision there are various list views, with appropriate filters and also the ability to build pivot table summaries of the data in the view. Utilising these capabilities you can generate a wide range of reports including those listed ...Booked Services Report
Booked Services Report For the Booked Services Report, all data form your booked client services will be available in this report. You can easily utilize the filter functionality to help you out and narrow down the data that you need. The difference ...Case Note Locations Report
Case Note Locations Report Writing case notes is a key skill for all support workers in the aged care sector. A thoughtful, factual case note is a great way to document a client's current health condition, need, and progress during treatments. To ...
Request an Article or Guide
We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.