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The Client Reports section in Visualcare gives you a central place to pull reports on client data. You’ll find reports covering everything from funding balances and agreement details through to compliance items, contact lists and service history. Access client reports from Reports → Client Reports in the main menu, or from the Reports tab within an individual client profile.

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Reports available from the client profile

The Reports tab within a client profile provides reports specific to that client.

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Funding and operational balances

This table reports on the client’s budget as set up in the Agreement tab. It draws on client roster and confirmed timesheet data. Totals display at the bottom of the table. Funding and operational balances table in the client profile

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Funding report

To run a funding breakdown report from the client profile:
  1. Click Funding Report
  2. Select the date range
  3. Choose a funding type (leave blank to include all)
  4. Enter the funding amount
  5. Choose a specific service or leave on all services
  6. Click Reload to generate the report
Funding report filter options

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Reports available from the reporting module

The following reports are available under Reports → Client Reports.
Most reports support date range filters, column sorting, and export to Excel for further analysis.

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Running into issues?

See General troubleshooting for common errors and fixes.

Creating a client profile

Set up new client records in Visualcare

Managing client compliance

Track and manage client compliance items

Worker reports

Run reports on worker data

Rosters and timesheets reports

Report on rostering and timesheet data