Tasks and Referrals

Start Here

Click on the My Reports link in the Reporting section of the sidebar to access the Tasks and Referrals report.

This report displays a summary of the tasks and referrals for your clients.

Please note:  Funders and programs are related to the Service Form that was used to create the Plan. Not the funder for your Task or Referal

Filter Fields

For information on the Filter Fields, click on Report Filter Fields.

Please try to run the report to see all the information it provides, as this is just a portion of the report.

Tasks and Referrals Report

Article Details

Article ID:
Date added:
2017-02-24 18:49:24
Rating (Votes):

Related articles