Reports

Generate funder narratives from aggregated visits.

Funder-ready narrative

Select a date range to generate a funder-ready narrative from your service data.

Period start

Period end

Data export & import

Download roster or full service history as CSV. Upload a spreadsheet to create many client profiles at once (headers: first_name, last_name, date_of_birth, phone, email, address).

Download clients (CSV)Download service logs (CSV)Import clients (CSV)