Intake reports

Intake reports pull information from Intake, including cases and workflow progress. For what your groups delivered, see Groups and Outreach reports.

You'll find these reports by opening Reports and choosing a card under Intake.

Which report should I use?

Workflow Progress

Question it answers: How far has each person gotten?

Workflow Progress shows one row for each case and a column for each workflow step you select. Each step shows when the case reached it and any comment your staff entered.

It's useful for spotting cases that have stalled, checking that your team is keeping cases moving, or creating a roster of people you've worked with.

This is a listing. You can view or export it, but nothing is saved.

→ Workflow Progress

Missing Demographics

Question it answers: Which cases still need their demographics filled in?

Missing Demographics lists the cases opened during a period that are missing an age, a race or ethnicity, or a referral source. Each case links straight to its record, so your team can work through the list.

Run it before Group Participation, so fewer people are counted as Unknown.

This is a listing. You can view or export it, but nothing is saved.

→ Missing Demographics