Real-Time Reports & Analytics – Know More. Do More.

Managing care delivery is complex — but measuring it shouldn’t be. With our Real-Time Reports & Analytics, you can track what matters most: visit completion rates, caregiver performance, risk trends, compliance levels, and more.

No more spreadsheets. No more waiting for weekly reports. Just live, accurate data when and where you need it — built into every layer of your platform.

Create tailored dashboards for care teams, office managers, and leadership. Visualise KPIs like scheduled vs. completed visits, missed appointments, and client satisfaction scores.

Track individual and team-level metrics such as punctuality, visit duration, task completion, and incident reports — helping you identify trends and provide targeted support.

Monitor open incidents, overdue risk assessments, and training compliance in real time. Set thresholds and automate alerts for quick response.

View visit statuses as they happen — pending, in-progress, or completed. Instantly know if a visit was missed or delayed and take corrective action.

Download and share reports in PDF, Excel, or CSV format for funding reviews, inspections, or internal analysis.

Need something unique? Use Salesforce’s drag-and-drop report builder to create custom reports with filters, charts, and date ranges — no coding required.