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.

    Schedule a demo today

    to learn how the Advance PlanStreet Case Management Software can improve your organization and bring you closer to your goals. You can also sign up for one of our webinars to learn more while asking our staff live questions.

    Successfully execute your cases for affordable food pantry with PlanStreet.