Build your own queries to access your data
Reporting features
Insights
A simple visual representation of your active clients including breakdown of gender, age and client tags currently in use.
Reports
Create your own reusable queries to extract the data you require, including from tracking forms and case notes. The information is downloaded as .CSV files. Saved queries can be copied, shared with other workers or kept private.
Custom client lists
Workers can generate their own queries to filter clients by a range of fields such as status, tag, assigned key worker, and time since the last record was added. These lists can be saved for quick reference and exported as .CSV files.
