View Report

How to View Report

1. Click “Report”

How to Search or Filter Reports

1. Click “Search Care Recipient” then fill in care recipient name
2. Click “Last 7 days” then select a duration / custom date to filter
3. Click “Role” then select a role to filter
4. Click “Activity” then select an activity to filter
5. Click “Status” then select a status to filter

How to Edit Unsend Report

1. Click “Report”
2. Click “Edit”
3. After making changes, click “Save”

How to Delete Unsend Report

1. Click “Edit”
2. Click “Delete Report”

How to Send Report

1. Click “+”
2. Click "Send Report"
3. Click on the tickbox to select reports, or click “Select Visible Items”
4. Click “Send Report”
5. The report will be marked as “Sent” and can no longer be edited after submission.