Powerview CoS Case Note Report

Powerview CoS Case Note Report


Info
  1. The CoS Case Note Report contains records created for the last 2 Financials years, starting from 1st July 2023 to now.
  2. The data is refreshed at 9pm every night.


Report Fields and Filters

Please find below a table outlining the fields and filters available for the new Powerview CoS Case Note Report.

Report Name

Report Fields

Report Filters

CoS Case Note Report


  1. Created By
  2. Client Full Name
  3. Support Coordinator New!
  4. Service Provider New!
  5. Service Contract Reference No.
  6. Management Style New!
  7. Created Date
  8. Delivered Date
  9. Billable (Y or N) New!
  10. Support Item Number
  11. CoS NDIS Claim Ref No.
  12. CoS Invoice Ref No.
  13. DS Number
  14. Case Note Status
  15. DS Status
  16. Delivered Date
  17. Contact Type
  18. KM’s
  19. Hours
  20. Rate
  21. Service Region
  22. Delivery Amount



  1. Client Full Name New!
  2. Client Status New!
  3. Support Coordinator New!
  4. Contact Type New!
  5. Delivery Status New!
  6. Service Support Item No. New!
  7. All Billable & Non Billable Hours New!
  8. Billable Hours Only New!
  9. Non Billable Hours Only New!
  10. Created Date
  11. Delivered Date





Return to the Powerview User Guide

    • Related Articles

    • Create a CoS Case Note Report - All Clients

      Use the following steps to Create a CoS Case Note Report for all Clients. 1.      Click on Clients under the CRM Main Menu. 2.     The Client List screen displays. Click on the Reports button, and choose CoS Case Note Report from the Menu. 3.     The ...

    • Powerview User Guide

      Powerview Overview What is Powerview? Powerview is Careview’s Business Intelligence (BI) Reporting system. Powerview is offered as a reporting and data visualisation tool integrated with Careview’s CRM. The standard reports that have been developed ...

    • 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 ...

    • Create a CoS Hours Report

      Use the following steps to create a CoS Hours Report; Report displays Case Note Hours entered for each Support Coordinator that created Case Notes in the extraction header. 1.         From the Main Menu select Support Coordination from the Careview ...

    • Create CoS Hours Report

      Follow this process to create a CoS Hours Report. 1. Click on CRM and select Clients. 2. Click on the Report button and select the CoS Case Note Report. 3. A new window will appear, enter the date range and select the filter required (all hours, ...