Every question a commissioner, an inspector or a trustee asks is already answered somewhere in your record. Reporting is how you get the answer out in minutes — as many reports as your service needs, built by your own people, at no extra charge.
“What did we actually deliver under our agreement?”
Asked by a commissioner. Answered from the record, not from memory.
Nobody waits on the one person who knows how to run reports.
Start from patients, bookings, events, referrals or assessments.
Set the conditions, choose the columns, run the report.
The person who builds a report is not the only one who can run it.
Have as many templates as your service needs and set permissions to run them.
Catering gets the catering report and nothing else.
The whole record opens only to the people who need to see it.
Reports can be anonymised on the way out, so a figure can leave the building without any identifiable data.
Everything you report on can leave the system on a schedule, in a form your own tools already read.
The workhorse — every contact in a period
Every visit as a day, by reason for visit
Conditions and columns, saved as templates to pull from any table
Report Builder can strip identifiers on the way out
This month, last year, last five days
Daily, weekly, monthly, to SharePoint
Down to a single report for a single team
Grouped by funder, exported for finance
It breaks every visit into individual days and counts what was accepted, declined and cancelled, split by reason for visit. That does two jobs no spreadsheet does well: it shows a commissioner exactly what was delivered under their agreement, and it evidences to a grant funder how many visits you had to decline for lack of staffing.
Fixed reports answer the questions that come round every year. The builder answers the ones nobody anticipated. When an inspector asks how many contacts a team made last quarter, or which care plans are past their review date, the answer comes off the record while they are still in the room.
Templates are saved, named and shared, so reporting survives the person who built it going on leave. Build as many as your service needs: there is no per-report or per-module charge on top of the subscription you already pay.
Scored assessments report across a date range, which is how outcome improvement becomes a figure rather than a claim.
Patients, bookings, events or referrals
With relative dates that keep working
And save it as a named template
Delivered to SharePoint on your cadence
Once it is scheduled, nobody has to remember it. The report is in the folder before the meeting that needs it.
Half an hour or an hour, whichever suits. We’ll spend it on the parts that matter to your service.
