Case Management Reports and Dashboards

View Reports

Case Management includes three report folders: Case Management Reports, Program Management Embedded Reports, and Program Management Reports (Unpackaged).

You can control access to reports using folder sharing. For example, you may want to limit who has Edit access to the Program Management Embedded Reports folder, because it contains reports that are visible to all users in your org.

The Case Management Reports folder includes these reports:

• Closed Intake Results, Current 6 Months: Results of Intakes closed in the current and last 6 months.

• Inbound Referrals by Account: A count of organizations who made referrals in the current and last 6 months.

• Top Action Item Templates In Use: A list of the Action Item Templates that are most frequently used in our Case Plans.

• Top Goal Templates In Use: A list of the Goal Templates that are most frequently used in our Case Plans.

• Intakes In Progress by Stage: A count of the stages associated with open Intakes.

• Inbound Referrals, Current 6 Months: A count of Inbound Referrals created in the current and last 6 months.

• Client Note Relationships - Unparented: List of Client Notes that aren't associated with a Contact.

The Program Management Embedded Reports folder includes these reports:

• All Active Program Engagements: Record count of Active Program Engagements by Program.

• Clients Enrolled This Month: List of Program Engagements with a start date in the current month.

• Clients Enrolled This Month by Program: List of Program Engagements for the current month, grouped by Program.

• Client Records Missing Phone Number: List of Clients without phone numbers. The report looks first at the Contact record and then the Account record.

• Contacts Absent for Last Svc Delivery: List of Contacts who have one or more consecutive absences for at least one Program Engagement.

• Contacts w/o Recent Service Deliveries: List of Contacts who haven't received a Service Delivery in over two weeks.

• Contacts with 3 Consecutive Absences: List of Contacts who have three or more consecutive absences for at least one Program Engagement.

• Services Delivered (Year to Date): Count of Services delivered this year, grouped by Program.

• Units Delivered over last 6 Months: List and quantity of Service Deliveries over the last 6 months.

The Program Management Reports (Unpackaged) folder includes these reports:

• Active & Enrolled Prog. Eng. by Owner: List of Active and Enrolled Program Engagements, grouped by Owner Name.
• All Program Engagements by Stage: Program Engagements grouped by Stage.

• My Service Delivery by Client Last Month: Count of services you delivered last month, grouped by Client.

• My Service Deliveries Last Month: Count of services you delivered in the last month.

• Past Sessions in Pending Status: List of past Service Sessions with a Complete or Canceled status, grouped by Primary Service Provider.

• Service Deliveries by Provider Last Month: List of Service Deliveries grouped by Service Provider.

• Unique Contacts Receiving Service: Number of unduplicated Contacts with a Service Delivery, sorted by Service.

To view Case Management reports:  

1. Click the Reports tab.

2. Click All Folders.

3. Click Case Management, Program Management Embedded Reports or Program Management Reports (Unpackaged).

4. Click the name of the report to view it.

View Dashboards

Case Management has two dashboard folders that include four dashboards. In the Case Management Dashboard folder, you'll find the Contacts Who May Require Followup dashboard and the Intake Summary dashboard. In the Program Management Dashboards folder, you'll find the Sample Program Management dashboard and the Program Management Home Page dashboard.

The Contacts Who May Require Followup dashboard includes these reports:

• Contacts Absent for Last Svc Delivery

• Contacts with 3 Consecutive Absences

• Contacts w/o Recent Service Deliveries

The Intake Summary dashboard includes these reports:

• Intakes in Progress by Stage

• Closed Intake Results, Current 6 Months

• Inbound Referrals by Account

• Inbound Referrals, Current 6 Months

The Sample Program Management dashboard includes these reports:

• Clients Enrolled This Month by Program

• Units Delivered Over the Last 6 Months

• Client Records Missing Phone Number

• All Active Program Engagements

• Services Delivered (Year to Date)

The Program Management Home Page dashboard includes these reports:

• All Active Program Engagements

• Client Records Missing Phone Number

• Services Delivered (Year to Date)

To view Case Management dashboards:

1. Click the Dashboards tab.

2. Click All Folders.

3. Click Case Management Dashboards or Program Management Dashboards.

4. Click the dashboard name.