Reporting

Reporting and Analysis

Reporting enables you to gain a better understanding of your business. Generations has a powerful reporting system with a large selection of pre-defined reports and options. Best of all, like the rest of Generations, the reports are easy to use. You can preview invoices, list birthdays, create caregiver badges, track overtime, view gross profit, print mailing labels, and so much more with just a few clicks of a mouse.

Over seventy reports are pre-defined in Generations, and the built-in Report Writer gives you complete flexibility to create custom reports.  In addition, any reports can be emailed from Generations, or exported to Word, Excel, PDF, html, or other formats.

Sample Reports

Gross Profit By Client
Gross Profit By Service
Gross Profit by Location
Gross Profit by Referral Source
Letter Writer Example
Timesheet Detail
Billing Report

Comprehensive Referral Tracking and Reporting

Tracking your revenue and profitability by referral source enables you to focus on growing your business the smart way, by targeting those referral sources that bring you the most business. Schedule calls, follow-ups, and keep a history of all your correspondence with each referral source.