Careview - Reports

Create a Client Profile Report

Use the following steps to create a Report using all available fields from the Client Profile.

1.     From the Main Menu, select Reports and then click on Client Profiles.



2.      The Client Profiles Report selection screen displays.




3.      Click to select from the Available Columns, and click +Add.
  1. To remove a Column from the Select Columns, simply click on the delete  icon.
  2. To reorder the Selected Columns, click to select the Column, and use the up and down icons to sort the column/s.
  3. To clear your selection, simply click on Reset.

4.      Click Continue.

If you need to make further changes to the Selected Columns, simply click on the Select Columns button.

5.      The Client Profiles Report screen displays based on your selection.

The screen can be filtered using a combination of the following:
  1. Status
  2. Region
  3. Primary Disability Type

The following columns can be sorted in Ascending or Descending Order;
  1. Full Name
  2. Created Date
  3. Region
  4. Status
The number of records displayed can be adjusted by selecting from the options under Page Size.




6.      Once the report is ready, click on Export to Excel.

7.      Click to Open the Report.


8.      Save the Report to your Computer.

    • Related Articles

    • Create a Service Support Report

      If you are coordinating support services for your clients, it can be useful to run a Service Support report. 1.        Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.       In the ...

    • Create a Case Note Report

      Use the following steps to create a case note report for a specific Client. 1.      Click Support Coordination from the Careview menu, then select Clients 2.      The Client list displays. Select the client profile you are wanting to generate the ...

    • Client Statuses Setting

      Use the following steps to manage your Client Statuses. The new Status will be available in the following Careview functions; Create and Edit Client Profile screens. Filter by Client Status in the following Reports/Lists; CRM - Client List Client ...

    • Create a Service Contract

      1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.      In the Client Funding table below the Client Details, click New. 3.      The Create New Contract screen displays. ...

    • Create a Stated Support

      Use the following steps to create a Stated Support on a Service Contract. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. In the Client Funding table, click Open on the Service ...