Powerview Client Profile Report

Powerview Client Profile Report


Report Fields and Filters

Please find below a table outlining the fields and filters available for the new Powerview Client Profile Report.

Report Name

New Reporting Fields

New Reporting Filters

Client Profile Report

  1. Client Full Name
  2. Aboriginal or Torres Strait Islander
  3. Account File
  4. Additional Email
  5. Address 1
  6. Address 2
  7. Agreement Signed Date
  8. All Invoices Auto Approved
  9. Allergies
  10. Assigned To
  11. City
  12. Client ID
  13. Client Created Date
  14. Cultural Requirements
  15. DCP New!
  16. DOB
  17. Email
  18. English is Primary Language
  19. Exit or Deceased Date
  20. Gender
  21. Interests
  22. Interpreter Required
  23. Is Advantage User
  24. Is Postal Statement Required
  25. Living Arrangements
  26. Medicare Number
  27. Middle Name
  28. Mobile
  29. NDIS Number
  30. Notes
  31. Other Disability
  32. Other Primary Language
  33. Participant Consents to Engaging in the Auditing Process
  34. Phone
  35. Plan End Date
  36. Plan Management Current Rate
  37. Plan Start Date
  38. Post Code
  39. Preferred Name
  40. Price Rise
  41. Primary Disabilities
  42. Reason for Exit New!
  43. Referred By (Retired)
  44. Referred By Name New!
  45. Referred Contact Number New!
  46. Referred Company Name New!
  47. Referral Source New!
  48. Region
  49. Setup Completed By
  50. State
  51. Status
  52. Suburb
  1. Client Name
  2. Client Status
  3. Service Region
  4. Assigned To New!
  5. Service Contract Status New!
  6. Service Type
  7. Client Created Date New!
  8. Exit or Deceased Date New!
  9. Agreement Signed Date New!
  10. Show Client Profile & Disability New!
  11. Show Clients Profile Only New!


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