CRM System
Reporting

Reporting

Generate comprehensive reports for individual beneficiaries and cohort analysis.

Individual Progress Reports

Generate reports for single beneficiaries:

Report Sections

  • Summary statistics
  • RRS trend over selected period
  • Check-in compliance
  • Quest completion rates
  • Milestone achievements
  • Key events timeline

Parameters

ParameterOptions
Date rangeCustom selection
SectionsInclude/exclude specific sections
Export formatPDF, CSV

Cohort Analytics

Aggregate analysis across beneficiary groups:

MetricDescription
Average RRSMean risk score across cohort
Risk DistributionPercentage in each tier
Engagement RateAverage check-in compliance
Completion RateProgram completion percentage
Slip RatePercentage reporting slips
Average Clean DaysMean clean days across cohort

Grouping Options

  • By addiction type
  • By program phase
  • By assigned clinician
  • By enrollment period

Trend Visualization

Chart TypeDescription
Line ChartsRRS trends over time with customizable date ranges
Bar ChartsEngagement metrics and quest completion rates
Heat MapsCheck-in patterns by day and time
Comparison ViewsIndividual vs cohort performance

Export Functionality

FormatContentUse Case
PDFFormatted reports with chartsSharing with stakeholders
CSVRaw dataExternal analysis tools
ExcelStructured data with multiple sheetsDetailed data manipulation