Reports

CRM Reports

What information does each report contain?

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Written by Kate Lewis
Updated over a week ago

Recent Reports

You can track the last report opened in system.

Written by Tarini Sharma
Updated over a week ago

Filter Reports With Client Type

Reports which can be useful if you want to fetch the data as per Client type details.

Written by Tarini Sharma
Updated over a week ago

EVV Reports

What data will I see in each report and which report should I use to post my EVV data?

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Written by Kate Lewis
Updated over a week ago

Favorite Reports

You can keep your most used reports separate under Favorite Reports

Written by Tarini Sharma
Updated over a week ago

Caregiver Reports

What data will I see in each report?

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Written by Kate Lewis
Updated over a week ago

Reporting - Full List

A full list of all standard reports within Caresmartz360

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Written by Kate Lewis
Updated over a week ago

Scheduling Reports

What data will I see in each report?

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Written by Kate Lewis
Updated over a week ago

Accounting Reports

What data will I see in each report?

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Written by Kate Lewis
Updated over a week ago

Client Reports

What data will I see in each report?

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Written by Kate Lewis
Updated over a week ago

Client Contact List Report

How to use this report

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Written by Kate Lewis
Updated over a week ago

Client Completed Assessments Report

How to use this report

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Written by Kate Lewis
Updated over a week ago

Client Community Relationships Report

How to use this report

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Written by Kate Lewis
Updated over a week ago

Client Caregiver Relationship Report

How to use this report

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Written by Kate Lewis
Updated over a week ago

Client Bill Rates Report

How to use this report

K

Written by Kate Lewis
Updated over a week ago

Client Authorization Expiration Report

How to use this report

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Written by Kate Lewis
Updated over a week ago

Birthday/Anniversary Report

How to use this report

K

Written by Kate Lewis
Updated over a week ago