Reports Tab - Insights Area

Modified on Fri, 27 Jun, 2025 at 9:47 AM

The Reports tab is where you can store and download reports generated from the Charts area or created manually.

It allows you to:

  • Save data visualised in the Charts tab (e.g. goal progress, diary use, wellbeing trends)

  • Generate specific reports on users or groups over a selected timeframe

  • Download reports as CSV files, which can be opened in Excel or other spreadsheet tools for further analysis or sharing

This tab is ideal for Managers, Keyworkers, and Admins who need to create records for care reviews, audits, team meetings, or general oversight of support.


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