Support Notes Report
This is an Astalty Scheduling feature which is currently in beta testing and not accessible by all customers.
If you would like access to Astalty Scheduling please contact support@astalty.com.au.
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:
Last Week
Last Month
This Week
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.