Powerview Reports

Powerview is our new, dynamic reporting tool designed to replace the Legacy reports currently available to organisations in Careview. Powered by Microsoft Power BI, Powerview offers interactive tabular reports that allow you to drill into data without the need to download it to Excel. With its high responsiveness and additional filters/slicers, you will have answers at your fingertips. Should you need to, the resulting data can also be extracted.

Initial Release: We are excited to announce the initial release of two reports:

1. Delivered Services Report
   
2. COS Case Note Report
   

Following this, we will continue to roll out additional reports to further enhance your Careview data experience.

Sample Finance Report: Delivered Service report

Sample Participant report: COS Case Note report

• Related Articles

• Do we store all client files on your system or should we continue using OneDrive for storage?

  You'll be able to store your client information such as copies of NDS Plans, Service Agreements, Reports etc in Careview so you shouldn't need to continue using OneDrive.

• Does the system provide an overview of what we have done for each billing period that we can send along with the invoice?

  Careview can generate different reports. One of them is a client statement. The statement can be automated to send out on the first day of the month (as an example).

• 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

• User Management

  Giving Access to Careview Only a user account with the System Administrator role assigned, who has full access will be able to view and manage the Security Settings within Careview. All Careview Subscribers User Accounts have the System Administrator ...

• Edit a Support Category Display Name

  On the 27th of July, the following changes were introduced to resolve issues where a change to the Support Category Description, causes certain Reports to fail during the Download process. The current Description field will be locked down and will no ...