Manage the Intake Pipeline

Use Intake reports to see Intakes in your organization.

To view Intake reports:

1. Click the Reports tab.

2. Click All Reports.

3. Find and click the name of one of the Intake reports:

   • Intakes in Progress by Stage: Shows the count of open Intake records grouped by Stage, including In Progress, Awaiting Client Input, and In Review.

   • Closed Intake Results, Current 6 Months: Shows the count of Intake records closed in the current and last 6 months, grouped by Intake Results including Approved, Not Approved: Client Declined Services, Not Approved: Referred Elsewhere, and Not Approved: Rejected.

You can also see these reports, along with Inbound Referrals reports, on the Intake Summary dashboard:

1. Click the Dashboards tab.

2. Click All Dashboards.

3. Find and click the Intake Summary dashboard.