Ideas

Welcome to the CentralReach Ideas Portal. The future of CentralReach starts here.

Ability to pull aggregate data for a region/office or for the company to monitor overall client progress

I would really like the goals list and goal dashboard feature to be a) more user friendly and b) to allow a way to pull a report based on location/region and by the entire organization that helps monitor overall client progress.  It would be nice for our organization labels of clients to work in all features of the system so learning trees don't need to be re-labeled and so we can actually filter for this type of info.

 

Overall, the goals list and dashboard are not user friendly and really don't help pull much useful info.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Aug 7 2017
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    11 Aug, 2017 10:38pm

    Hi there!  Great ideas.  We are planning to create more "organizational" auditing and aggregate data.  We will be scoping this project soon.   We also like the feedback and will be working to improve the goal list and dashboard!