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As part of our required reporting, we track new and returning clients? Would like to be able to pull reports specifically new clients.
As part of our required reporting, we track new and returning clients? Would like to be able to pull reports specifically new clients.
Kyle Minckler avatar
Written by Kyle Minckler
Updated over 2 weeks ago

We can track "new" for a specific date range,  or we can track "new" this "fiscal year" by changing the fiscal year date for her agency.

In the report *summary* section, you can chose to include a total for "New Case Count" (number of new clients served) and "New Household Count" (number of new households served) -- See screenshot here:

These are simply the totals for those clients/households you served for the FIRST time within the date range you chose to report on (quarterly, monthly, weekly, etc.) -- See screenshot here:

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