Exceptional Case Management Reporting and Analytics

Case Management Software

Find Clarity in your Data

PlanStreet uses Microsoft Power BI embedded into our software to create a data-driven culture with business intelligence for all.

No need to download additional software when using PlanStreet.

Create tailored reports you need with state-of-the-art software

Our reporting solution allows you to build your own tailored reports to fit your organization's needs.

Easily visualize your data in a few simple clicks with hundreds of data visualizations, tight Excel integration, and pre-built and custom data connectors.

To create the report, all you need to do is login, go to your highly customizable dashboard, select the data you want to pull from and how you want the data to be visualized. The process couldn’t be more efficient nor user-friendly.

Financial Reports are no longer a hassle

Your stakeholders and donors can now be at ease knowing that their donations are being well used

Grant organizations and donors want to know that their money is being used wisely in your mission, nothing creates more confidence than a well-structured report. These reports are at their best when

Show the specific expenses tied to the specific source of funds

Easy to obtain, one simple click to generate and export your report.

Clear and concise reporting trims the fat and answers your questions easily.

Easy to read reports, because not everyone is a data scientist.

Flexible reporting means you can organize and detail your data in any way you need

All of these criteria PlanStreet’s reporting meets. Generate reports showing detailed case spending from the macro case level all the way through to the micro itemized level. What makes it truly great is that it only takes a few clicks to generate these reports as PDF’s or Excel files.

The Cloud-Based Database allows for viewing of reports and generation wherever you may be.

Learn how the Advance PlanStreet Case Management Software can improve your organization and bring you closer to your goals.