Noted reports and insights feature

Extract and measure your client data with simple reporting

Reporting features

Insights

A simple visual representation of your active clients including breakdown of gender, age and client tags currently in use.

Reports

Create specific queries of your database, filter and specify the information you want included in a data export. Reports are generated as .CSV files. Create and save reports to re-run in the future. Saved reports can be copied, shared with other workers or kept private to one worker.

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.

Outcome tracking

Report on the effort spent towards specific client outcomes and their achievement.

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