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.