What reports are available to track our benevolence/case management assistance to individuals/families?

Internal, Shared Case Management

Meet The Need’s Shared Case Management system provides robust reporting for you to see (and Export to Excel/CSV) activities across each of our 3 service options. You can produce standard and ad-hoc reports for any of the information you collect or post for your families in need. Reports contain filters to narrow your view to date ranges, items given, visit type, etc.

  1. Quantity of items or services provided by your organization to families in need by – Click the Add/View Families button on your Dashboard and then the Item Report tab or Family Report tab to run reports by:
    • Date range
    • Value measurement (e.g. dollars, pounds, etc.)
    • Demographics of the families
    • Scheduled visits
    • Cancelled visits
  2. Needs Posted and Met – Click the View Family Needs/Reports button on your Dashboard
  3. Scheduled Visits Reports – Click the Add/View Families button on your Dashboard and then the Scheduled Visits Management tab, select a shift/time range and view the Volunteer Schedule, Scheduled Visits, and Hourly Utilization on the reports below.