Support Notes Report

You can find the Support Notes Report by navigating to the Reports page in Astalty, scrolling down to the Scheduling section and clicking Support Notes.

Overview

The Support Notes Report allows you to review all shift notes in one place, with flexible filtering options such as date range, Participant, Support Worker, and Shift Cancellation Status. These reports provide a comprehensive overview of recorded notes and help you identify trends, recurring themes, or areas that may need attention.

The report displays key details for each support, including:

• Created by - The user who created the note
• Created at
• Participants
• Content - The content of the note

Filters

Use the available filters to narrow down the available results in this report.

Date

Filter by the desired date or date range using one of the available prepositions:

• On - the specified date
• After - the specified date
• Before - the specified date
• Between - two dates

And to assist you, they can be used in conjunction with the available Presets:

1. Last Week
2. Last Month
3. This Week
4. This Month

Created by

Filter the Support Notes by the user or users who created them.

Participant

Filter the Support Notes by the Participant/s who they were documented for.

Other Helpful Information

Need to view a report on all the Completed Supports Without Notes? Check out our helpful guide on the Supports Without Notes Report, to view it - click here.