Powerview PM & CoS Combined Funding Report
Report Fields and Filters
Please find below a table outlining the fields and filters available for the new Powerview PM & CoS Combined Funding Report.
Report Name | New Reporting Fields | New Reporting Filters |
PM & CoS Combined Funding Report | - Client Full Name
- NDIS Number New!
- Support Coordinator New!
- Assigned To New!
- Service Region
- Service Contract Ref No. New!
- Service Contract Start Date
- Service Contract End Date
- Total PM & CoS Budget
- Total PM & CoS Delivered
- Total PM & CoS Remaining
- Total PM Budget
- Total PM Delivered
- Total PM Remaining
- Total CoS Budget
- Total CoS Delivered
- Total CoS Remaining
- Plan Elapsed Time
- Total Budget Used
- Difference
- CoS Budget Hours
- CoS Hours Used
- CoS Hours Remaining
| - Client Name New!
- Client Status New!
- Support Coordinator New!
- Assigned To New!
- Service Region New!
- Service Contract Status New!
- Support Category New!
- Service Contract Ref No. New!
- Service Contract Ending in the next 30 Days
- Service Contract Ending in the next 60 Days
|
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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 ...
Powerview CoS Funding Report
Report Fields and Filters Please find below a table outlining the fields and filters available for the new Powerview CoS Funding Report. Report Name New Reporting Fields New Reporting Filters CoS Funding Report Client Full Name NDIS Number New! ...
Powerview PM Funding Report
Report Fields and Filters Please find below a table outlining the fields and filters available for the new Powerview PM Funding Report. Report Name New Reporting Fields New Reporting Filters PM Funding Report Client Full Name NDIS Number New! ...
How to Create a CoS Funding Report
1. Click on CRM then select Clients 2. Click on the Reports tab and click CoS Funding Report 3. The Downloads page will then load and the excel spreadsheet can be downloaded
Powerview Client Funding Report
Report Fields and Filters Please find below a table outlining the fields and filters available for the new Powerview Client Funding Report. Report Name New Reporting Fields New Reporting Filters Client Funding Report Client Full Name NDIS Number ...