Visits - Summary Report
Need to see how many hours you've delivered this month at a glance? This report aggregates your data into totals, showing you planned vs. actual hours and your total visit count. Useful for seeing overall performance and supporting council contracts.
1. Navigate to Reports > Client/Carer reports > Visits - Summary.
2. Use the filters to select your date range and specific client or carer.
Quick Note: This report only tallies visits that have been assigned to a carer; unassigned visits won't show up in these totals!
3. You can sort your data by name, or by planned or reported hours and the final row is a summary of all the data displayed.
4. Use the Settings gear to toggle specific columns on or off.
5. Use the Actions menu to Print a PDF summary or Copy to Clipboard to move your totals into an email or spreadsheet.
The Product Report
Similar to the summary report, the product report shows totals split into sections based on your invoicing (product) rates. e.g., seeing exactly how many "Personal Care" hours you did vs. "Social Calls")
Whether you're looking at it from the client or carer perspective, it’s the fastest way to see which services are your most delivered!
