AI HubTransforming Reporting Capabilities with Custom Reports & Personalized Dashboards
Reporting should never be static. This video showcases how CareSmartz360 empowers agencies with hundreds of pre-built reports, and more importantly, full customisation capabilities for dashboards that reflect real-time operations across scheduling, billing, EVV, and staffing.
Who we empower every day
By Role
- Reporting Systems Architect — Builds data-models, user roles and access permissions so the right people see the right dashboards.
- Finance & Accounting Lead — Exports financial, operational and client-service reports in Excel/CSV/PDF for stakeholder review.
- Operations Leader — Views live dashboards for caregiver utilisation, shift fill-rates and overtime cost trends.
By Persona
- The Agency Owner Who Values Transparency — Wants one dashboard showing the whole operation’s pulse.
- The Portfolio Manager (multi-location agency) — Needs consistency across sites and customisation per location.
- The Field Supervisor — Needs mobile dashboards to respond quickly when key metrics trend off-plan.
Transforming your reports into tailored, live dashboards is not just a nice-to-have—it’s central to staying agile, informed and in control as your agency grows.
