Services

A services report is available to shelter managers and view-only users that aggregates the services you provided to clients over a time frame.

Note that the shelter manager manages the service list entries. Information about managing the service list can be found here.

To view of the services provided during any given month, select "Reports / Service / Monthly Report":

services

Select the month of interest, then click "View Report":

services

Below is a sample monthly service report.

services

You can view the clients receiving service during this month:

services

Below is a sample of the service details, by client.

services

The report can also be viewed on an annual basis. To view on an annual basis, select "Reports / Service / Annual Report":

services

Select the year of interest, then click "View Report":

services

Below is a sample annual service report:

services

You can view details for any month by clicking the plus (plus) icon:

services

Here is a sample of the expanded monthly view:

services