Dashboard and Care reports
Where: Care → Dashboard, and the application's shared Reports area. Who:
care.report.view (not sensitive). The medication report also needs care.health.view and the MAR
feature; the sponsorship report also needs charity.sponsorship.view.
Everything here is totals only: never names or beneficiary numbers. Figures cover only the homes you have access to, so James (both homes) and Sara (North House only) see different numbers.
The dashboard
- Open Dashboard.
- Choose a Facility, or All facilities I can see, and select Refresh.
- The header says, for example, "2 facilities · updated 6 Nov 2026, 09:12".
The tiles
| Tile | What it counts | Example |
|---|---|---|
| Occupancy | Residents in live admissions ÷ registered capacity | 84.4% · 27 of 32 places |
| Admissions this month | Admissions since the 1st of the month | 3 |
| Discharges this month | Discharges since the 1st of the month | 2 |
| Average stay, last 12 months | Average length of stays that ended in the last year | 214 days |
| Missing now | Residents with an open Missing absence | 1 (shown as a warning) |
| Reviews and assessments overdue | Care plan reviews and assessments past due | 4 |
| Consents and orders expiring in 30 days | Consents and legal authorities ending within 30 days | 2 |
| Incidents this month | Incidents reported this month | 9 |
| Safeguarding incidents this month | Safeguarding access only | 1 |
| Leaving care within 6 months | Child care feature | 1 |
| Repeat fallers, last 90 days | Elderly care feature: residents with 2 or more falls | 2 |
| Medication adherence, last 7 days | MAR feature and health access | 97.8% |
| Medication errors reported, last 7 days | MAR feature and health access | 0 |
Tiles with Open link to the matching worklist, such as Reviews due, Leaving care, the Falls register, the Medication round or Incidents.
Small numbers are hidden
To stop anyone working out who a figure is about, counts from 1 to 4 are shown as <5, with the
note "Fewer than 5; hidden to protect privacy". A total or percentage that would give the hidden number
away is hidden too. Zero is shown as 0.
Example: Elm Lodge has 2 safeguarding incidents this month. The tile shows <5. With All
facilities, the total is 6, so it shows 6.
A hidden value is not zero, and exporting does not reveal it.
Care reports
Where: the dashboard's Care reports list (select a report), or the application's Reports area. Reports are run with filters, such as dates and facility, and can be exported from the reports area.
| Report | What it answers |
|---|---|
| Care occupancy census | How full is each home? Beds, residents and capacity, per facility. |
| Care admissions and discharges | How many came and went in a period, by type and reason? |
| Care length of stay and outcomes | How long do stays last, and how do they end (reunified, fostered, aged out …)? |
| Care reviews and assessments due | How much review work is due or overdue, per facility? |
| Care expiring consents, orders and licences | What runs out soon: consents, legal authorities and facility licences? |
| Care incident statistics | Incidents by type, severity and status. |
| Medication adherence and errors | Share of scheduled doses recorded on time; missed and error counts (health access). |
| Sponsorship coverage | How many sponsorable people have sponsors (sponsorship access). |
Example: at the quarterly board meeting James runs Care admissions and discharges for 1 July to
30 September with All facilities, and Care incident statistics for the same period. He exports
both. Small counts appear as <5 in the export too.
Reading the medication report
The adherence figure is worked out from scheduled dose times in the period:
- a dose recorded more than 60 minutes after its time counts as late;
- a time with nothing recorded counts as not recorded, which is different from a recorded Missed outcome.
To follow up individual doses, use the Medication round and the person's MAR chart.
Every view is recorded
Running a report or opening the dashboard is logged with who and when. Each report carries a note saying who generated it and when.