Client Goals Statistics Report

The Client Goals Statistics Report provides statistical information on the number of Client Goals and Goal Strategies that have been created for each Site/Service.

This report displays statistics for progress status, separated by Clients' Primary or Secondary Services and also includes a Total.

This report provides a snapshot and comparative overview of the number of Client Goals and Goal Strategies which have been created relative to the number of Clients participating in each Site/Service.

Privileges: As this report provides statistical data only, and no personal Client information, all Staff have access to and visibility of these statistics for all Sites and Services.

Audience: Operations Management, Team Leaders

Summary

The following list summarises the content within this article. Click on the links below to take you to the relevant sections:

How to generate the Client Goals Statistics Report

Select Reports in the side menu on the Dashboard:

Navigate to the Goals & Goal Strategies subsection of the Clients section of the Reports menu and select the 'Client Goals Statistics Report':

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Goal Report Setup

Select the 'From Date' and 'To Date' for your report:

Select the Sites and Services you wish to report on by checking the relevant boxes:

Click the 'Generate Goals Report' button:

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Goal Statistic Report results

Once generated, the report displays a summary of the selected filters e.g. dates, Sites/Services, and who generated the report:

Following this summary, the Client Count and the statistics for the Goals and Strategies entered for each Site/Service is displayed:

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Primary Service and Secondary Service

These are further broken down into two areas - Primary Service and Secondary Service. A count is provided of the number of Clients who have Primary and Secondary i.e. anything other than a primary Service, selected in the Client record: