Unlocking Insights with Custom Reporting

Your data tells a story—about your clients, programs, and impact on the community. But without the right tools, finding those insights can feel like searching for a needle in a haystack. Persimmony's reporting module empowers you to turn raw data into meaningful insight that drives decisions, shows progress, and empowers you to enhance service delivery—all while ensuring top-tier security and flexibility.

Why Reporting Matters

Organizations working in public health, case management, and social services rely on accurate, real-time reporting to assess outcomes, optimize resources, and ensure compliance. Traditional reporting tools can be rigid and slow, but Persimmony's reporting module is built for flexibility and efficiency. With customizable templates, real-time filtering, and cross-program analysis, teams can find exactly what they need, when they need it.

Key Benefits of Persimmony’s Reporting Module

1. Universal Visibility

Supervisors and administrators can view data across programs, ensuring transparency and alignment with organizational goals. Identify trends, track inefficiencies, and make data-driven decisions. No more silos—everyone gets the same clear picture, fostering collaboration and accountability.

2. Infinite Flexibility

Create and save custom templates that fit your specific needs and share them across your team for seamless collaboration. Whether you need compliance reports, performance metrics, or funding justifications, Persimmony adapts to your workflow.

3. Real-Time Insights

No more waiting for monthly reports—access live data to answer critical questions and adjust strategies on the fly. Immediate access to real-time reporting allows agencies to detect issues early, allocate resources more effectively, and respond to emerging challenges without delays. Be proactive instead of reactive with real-time insights.

4. Action-Ready Format

Visualize complex data with charts, graphs, and interactive dashboards that make reporting clear and actionable. Customizable visualizations make it easy to communicate impact to stakeholders, ensuring clarity and engagement at every level.

Powerful Reporting Features

Comprehensive Report Building

With unlimited custom templates and dynamic sorting hierarchy, users can analyze data from multiple angles. Whether tracking client services, program outcomes, or team performance, every report is designed for maximum clarity. Focus on the exact data points you need and compare trends across different service areas.

Advanced Analysis Tools

Persimmony’s Reporting Module includes a custom template builder with granular query capabilities, allowing users to group, sort, filter and export data in multiple formats.

• One-click data export – Export data to Excel, PDF, or CSV.

• Dynamic dashboards – Monitor trends with interactive visualizations.

• Role-based access – Ensure secure data handling by limiting report visibility based on user roles.

Team Collaboration

Enhance productivity with shared template libraries, easy report distribution, and interactive dashboards.

• Collaborative analysis tools – Work together to interpret data.

• Shared reports – Create public templates for colleagues to use, or easily export a report for external distribution.

• Interactive dashboards – Present key insights at a glance.

Data Visualization for Better Decision-Making

With a built-in graph builder and presentation-ready outputs, teams can communicate findings more effectively. Users can create:

• Custom charts and graphs

• Interactive reports with drill-down capabilities

• PDF exports for easy sharing

Real-World Applications

Client Services

• Track individual client progress over time.

• Identify at-risk clients and intervene early.

• Monitor service delivery for compliance and efficiency.

Program Management

• Measure program outcomes to assess impact.

• Analyze resource allocation for operational efficiency.

• Monitor trends over time to identify areas for improvement.

Executive Oversight

• Conduct cross-program analysis for strategic planning.

• Ensure compliance monitoring with comprehensive reporting.

• Support funding and grant reporting with detailed insights.

Pre-Built Reports Available in Persimmony

Persimmony offers a variety of pre-built reports tailored to different organizational needs, with tools to filter, add or remove fields, sort, export data, and print.

Pre-built reports include:

• Assessment Answers – Analyze client assessments.

• Billing Errors – Identify and correct billing discrepancies.

• Care Plan – Track client treatment plans.

• Case Load – Monitor workload distribution.

• Client Demographics – Evaluate client population trends.

With these reports, organizations can make data-driven decisions that enhance efficiency and improve outcomes.

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Take Control of Your Data Today

Persimmony’s reporting module gives organizations the power to transform raw data into actionable insights. Whether you're managing client services, overseeing multiple programs, or reporting to stakeholders, our customizable reports provide the clarity you need to drive meaningful change.

Ready to unlock the full potential of your data? Contact us today to learn more or request a demo.