Reports

The Reports page shows each user only the report categories they're permitted to access. A staff time-entry approver sees Time Entries; an accountant sees Invoices and Payouts; a development director sees Donor Attribution. There's no greyed-out menu of reports the user can't open — only the reports they have access to are visible at all. The page personalizes itself to the role.

Appointment activity by date range, staff member, facility, and program. Useful for capacity planning, no-show analysis, and seeing how staff time is being booked across the organization.

Customer cases — open, closed, and in progress — with the details case workers and program directors actually use. Filterable by program, by assigned staff, by date opened, by status. The bridge between the case management workflow and the reporting layer.

Aggregate demographic data on the population you serve — the kind of breakdown grant funders, boards, and outcome reports require. Counts and percentages, not individual records, so demographic reporting stays separate from individual customer privacy.

Where donations went, by donor, by program, by date. Each donor's giving history rolls up into a single report that shows exactly which programs their gifts funded — the same accountability story donors see on their patron portal, in report form for staff and the development office.

Event performance — tickets sold, revenue, refunds, attendance, donations collected at the door. One report covering the financial and operational picture of every event run through the platform.

The statement format funders, regulators, and boards expect — revenue, expenses, restricted funds, and program-tied outflows in one document. Generated from the live ledger, so every line traces back to the transactions that produced it.

Invoices issued, paid, outstanding, written off, and past due — across the organization or filtered by facility, program, or customer. The accounts-receivable view of the platform.

Settlement payouts from platform escrow to your bank, with each payout reconciled to the transactions it covered. The complete chain from customer payment, through processing, through escrow, through the deposit that landed in your account.

Service delivery counts and outcomes by program, by facility, by date range. The granular data that program directors use for performance review and that funders ask for in mid-year and annual reports.

Hours logged, by person, by program, by service, by approval status. Two views in one report — staff time entries when you have the staff time-entry permission, volunteer time entries when you have the volunteer time-entry permission. Approvers see the hours awaiting review; payroll runs from the same data.

Work schedules across the organization — who's working when, at which facility, on which program. The supply side of the appointment scheduler, viewable as its own report.

Every report supports filtering by date range, facility, program, and the dimensions that make sense for that report. Results sort and paginate the same way every other list in SecureCare does, and every report exports cleanly for use in board packets, funder submissions, or downstream analysis.