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reports [2017/11/23 14:24]
127.0.0.1 external edit
reports [2018/02/13 11:09]
cfadmin
Line 35: Line 35:
 The other options tab will display information relevant only to that report, its a good idea to check this tab as it might provide important options needed for that particular report. The other options tab will display information relevant only to that report, its a good idea to check this tab as it might provide important options needed for that particular report.
  
 +===== Useful Reports in CareFree =====
  
 +There are lots of useful reports in CareFree, but here we have picked an handful which really help out in the day to day running of a care business:
  
 +----
  
  
 +__**Service Delivery**__
  
 +**Service delivery > Rotas and timesheets** - Print/email current rotas for your staff.
  
 +**Service delivery > Overlapping calls** - Quickly see any calls which overlap on a given date range.
  
 +**Service delivery > Double-up calls** - A summary of the double up calls for a given date range.
  
 +----
  
 +__**Wages & Invoicing**__
  
 +**Invoices > Create and finalise invoices** - Print invoice reports for a given date range.
  
 +**Wages > Create and finalise wages** - Print wage reports for a given date range.
  
 +----
  
 +__**Carer / Staff**__
  
 +**Carer / Staff > Away Periods** - Very useful report to show holiday/​sickness for individuals or all staff.
 +
 +**Carer / Staff > Mileage** - See a report on the full mileage done by any given carer, or group of carers.
 +
 +----
 +
 +__**Electronic Monitoring**__
 +
 +**Electronic Monitoring > Punctuality** - Get a report to show lateness where carers were late by x amount of minutes to a call.
 +
 +**Electronic Monitoring > Planned and actual times** - Report showing comparison between what was planned and what was actually delivered based on ECM data.
 +
 +----
 +
 +<WRAP center round tip 100%>
 +Why not add these useful reports to the handy [[reports_toolbar|reports toolbar]]?
 +</​WRAP>​
reports.txt ยท Last modified: 2018/02/13 11:09 by cfadmin