Who can use this feature?
The Client Intake Report provides insights into total client intake, as well as intake levels across different client streams and specialized populations, helping service providers and system managers to evaluate client intake performance.
Date Selection Options
Date range options include:
- Fiscal Year to Date (default view): Displays data for the current fiscal year.
- When data for multiple fiscal years is available, you can select which fiscal year to view.
- Last 90 Days
- Current Quarter
- Previous Quarter
- Custom Date Selection
Your selected date range is remembered for convenience.
Report Data & Metrics
The report displays client intake data in a table format, with each cell showing:
- Actual Intake: The number of clients who have entered services.
- Target Intake: The expected number of clients for the reporting period.
- Percentage of Target Achieved: A calculated percentage indicating progress toward the target.
