Reports

Generate practice-wide reports on your letterhead. Review before anything is shared; POPIA exports download as a file.

PeriodtoApplies to caseload, attendance & financial reports.

Caseload report

Active clients, sessions and outcomes per social worker.

Supervision summary

High-risk cases, flags and review status for the period.

Statutory case reportAdd-on

Prescribed format for court & Dept. of Social Development.

Attendance & no-shows

Attendance, no-show and cancellation trends.

Financial statement

Billing, payments and outstanding balances (ZAR).

POPIA data export

Export a client's full record for a data-subject request.