Using the Service Delivery Record Export Report in Case Manager

The export can be created for:

  • A Specific Date Range
  • One or more Service Locations
  • One or more People Groups
  • One or more Consumers
  • One or more Providers
  • One or more Services
  • One or more Activities

 service delivery export report

Following is an example of an Excel Pivot Table based on the exported data:

excel pivot table

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