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Outside assistance in reports
Posted: 09 Jan 2018 11:18 AM |
| Hi, I'm looking for a report that list the client info and can show the outside assistance categories in the report. |
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Re: Outside assistance in reports
Posted: 09 Jan 2018 11:22 AM |
Happy New Year Scpcljculler!
It's great to hear from you. You can access this report by logging into CenterPiece, along the top toolbar click "Client Management" and then select "Reports" under reports you will find "Case Outside Help Report" which will allow you to pull by a single item or see ALL items by a date range. Please let us know if you have any other questions, have a GREAT day!
Blessings,
Ashleigh
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Re: Outside assistance in reports
Posted: 09 Jan 2018 11:28 AM |
Thanks for the quick response. But I need client names and what assistance they receive. This report just gives me stats. - oh I see, but I can click on the stat number and then it list client names.
Thanks! |
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Re: Outside assistance in reports
Posted: 09 Jan 2018 11:33 AM |
Hi scpcljculler,
Yes, you are correct, you can click on the number and it will provide you a drill with the list of clients who make up that number. Let us know if you have any other questions.
Blessings,
Ashleigh |
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