Have a report on the number of carers and clients for a specific month | Voters

Have a report on the number of carers and clients for a specific month

Mandy Higgins

We would like there to be an option in the reports tab on nursebuddy to view how many carers and clients there were active in a particular month to track progress annually. The report tab only allows you to view the client/carer hours for a particular month at present.

March 24, 2026

Mandy Higgins

Active - as in active in their profile during that month
Yes split into Active Clients and Active Carers
Both branch and team and whole business
Calendar month
used for KPI and internal monthly review

Simo Hännikkälä

Hei Mandy Higgins! 👋
Got it — you’re after a report that shows how many active carers and active clients you had in a specific month
, so you can track growth year-on-year. Right now you can only pull hours
 by month, which doesn’t tell the full story. Makes total sense.
Just so we understand it properly, can you tell me a bit more?
When you say “active”
, what should count?
- ✅ Anyone with at least 1 visit in that month?
- ✅ Anyone with an active contract/package in that month (even if no visits happened)?
- ✅ Anyone marked active in their profile during that month?
Do you want the numbers split out like this?
- Active clients
- Active carers
- (Optional) new vs ended
 in that month
Do you need this by branch/team
 as well, or just one total for the whole business?
Do you want the report to use calendar months
 (e.g. 1–31 March) or your payroll/4-week periods
?
Where would you want to use it most?
- Tracking a KPI dashboard 📈
- CQC / local authority reporting
- Internal monthly review
Good practice we see with other care teams: they track (1) active people, (2) delivered hours, (3) missed/cancelled visits
 together. That way you can spot whether growth is coming from more people, more hours per person, or both.
Kiitos / thanks — if you share your definition of “active”, I can help you pin down the cleanest way to measure it. 🙂