Dashboard & Client List

Dashboard & Client List


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Overview of the Dashboard functionality including the following core features, for full written user guidance please click here
  1. Summary of each report widget
    1. Diary Tasks
    2. Client Report 
    3. Client Status
    4. Age Groups
    5. Location 
    6. Total Capital 
    7. Caseworker load
    8. Housekeeping 
    9. Threshold 
  2. Interaction with the Client List 
  3. Export Client List results to Excel 
  4. Client list filter and search 
  5. Advanced search 
  6. Client Select

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