You can generate activity reports to give key information about your service users, such as medication, personal care etc.
📌Note: When running these reports, it only shows the last comment made for each activity. To view all information about an activity, follow our view activity notes guide.
All service users
To view the activity report for all service users, follow these simple steps:
Click the three-line menu, then click Reports.
Under Other Reports, select Activities.
Select a date range.
📌Note: The maximum date range is two weeks at a time.
If required, select a branch and status.
Click Submit.
Individual service user
To download an activity report for individual service users, follow these steps:
Click the three-line menu, then select the relevant service.
Select the relevant service user record.
From the left-hand panel, select Activities.
From the right-hand side, select the date range.
From the Medication & Standard Activities dropdown, select Standard Activities only.
Select the relevant statuses: Outstanding, Closed - Complete, Closed - Not Complete, Cancelled.
Click the download icon
