This report shows planned hours, hours completed, billable time and the visit count for each or all of your clients. Useful for seeing overall performance and supporting council contracts.  

1. Go to Reports > Client/Carer reports > Visits - Summary report.

2. Choose your date range, product, invoice contact and client/carer. You can also view all clients/carers.

Note: The report only contains assigned visits. 

3. You can sort your data by name, or by planned or reported hours.

4. The final row of the report is a summary of all the data displayed. 

5. Click settings to change which data you will see.

6. From Actions you can print the report or copy the data so it can be pasted into an external document.  

Similar to the summary report, the product report shows totals split into sections based on your invoicing (product) rates. 

You can view these for both clients and carers, individually or everyone at once.