Case Management
Reporting & Analytics
Create tailored reports you need with state-of-the-art software
Our reporting solution allows you to build your own tailored reports to fit your organization’s needs.
Easily visualize your data in a few simple clicks with hundreds of data visualizations, tight Excel integration, and pre-built and custom data connectors.
To create the report, all you need to do is login, go to your highly customizable dashboard, select the data you want to pull from and how you want the data to be visualized. The process couldn’t be more efficient nor user-friendly.
All of these criteria PlanStreet’s reporting meets
Generate reports showing detailed case spending from the macro case level all the way through to the micro itemized level.
Our reporting solution allows you to build your own tailored reports to fit your organization’s needs.
Easy to obtain, one simple click to generate and export your report.
Easy to read reports, because not everyone is a data scientist.
Show the Easy to obtain, one simple click to generate and export your report.
Clear and concise reporting trims the fat and answers your questions easily.
PlanStreet uses Microsoft Power BI embedded into our software to create a data-driven culture with business intelligence for all.
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PlanStreet's Analytics and Reporting
Key Features of Analytics & Reporting
The Cloud-Based Database allows for viewing of reports and generation wherever you may be.
Customizable Dashboard allows you to get crucial insights that you wouldn’t normally be able to get through other software.
The Power BI cloud service is extremely rich in its capabilities, including an increased set of augmented analytics and automated ML capabilities.
Here is what the leader in Business Analytics and Insights has to say about Microsoft Power BI.
AI-powered services, such as text, sentiment, and image analytics are available within Power BI Premium and draw on Azure capabilities.
Generate Time Reports Showing How Your Organization Efficiently Uses its Time
Generate time reports showing how your organization efficiently uses its time. PlanStreet’s reporting allows for easy logging of hours spent on any number of tasks, from seeing a patient to driving to an out-of-office location. Quickly generate reports of man hours that can be sent to insurance agencies, grant organizations, etc.
Simplify Federal, State, and Funder Reporting Hassles
Your stakeholders and donors can now be at ease knowing that their donations are being well-used.
Grant organizations and donors want to know that their money is being used wisely in your mission, nothing creates more confidence than a well-structured report.
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