Reporting, circa 2026
A report should answer the question the board actually asked. It is built from the work your team already does in HiBoop, so nobody re-enters a thing.”
Who reads it
Clinical leads and supervisors
Every client's status at a glance, filtered by program or care team: who is due, who has not started, whose check-in needs review.
Leadership and boards
Activity and results by program, filtered to the period, printed to PDF for the board pack.
Funders, grants and audits
Scores and answers as spreadsheets, filtered by program, dates and the demographic fields you collect, plus a record of what was sent and completed. Applying for funding? The same reports back the application.
Day to day
- The dashboard is the first thing a clinical lead opens: the whole clinic, not one caseload.
Dashboard
The clinic at a glance
Assessments, clients and staff counted at the top. Bars split clients into new, active, requested, completed and archived; click one to filter the list.
My Tasks
Alerts, join requests, check-ins due and results waiting for review, each with its next step. Completed tasks hide unless you ask for them.
Reminders on the schedule you set
Clients get email nudges after a check-in is assigned, before and after it is due, or once they start. Staff get an email when a client joins, starts or completes.
Alerts
- Set once per assessment, and per program if you need to. HiBoop flags the score; your team decides what it means.
Settings: Alerts
Severity triggers
Pick the level that raises an alert: mild, moderate or severe, when a score is equal to or higher than it.
In the app and by email
A banner on the dashboard and the client's chart for the staff assigned, and an email with a link to the chart for the people you choose.
On the record
Every alert raised is written to the Activity Log, and waits in My Tasks until someone deals with it.
The Outcome Report
- For the monthly meeting, the board or the grant: every assessment across the practice, session by session, from check-ins clients already completed.
Reports: Outcome Report
Every assessment, every session
A row per assessment with its average at intake, check-in, discharge and follow-up, coloured by severity band. Open a row for each client, each question, or each demographic group.
% change, both ways
Pick two sessions to compare and each row shows the improvement or decline. Scales where a higher score is better, like the BARC-10, are coloured the right way round.
By client, question or demographic
Switch the view between clients, questions, or any profile field your program collects, such as gender or Indigenous identity.
Filter it your way
Date range, programs, care team (you first), assessments, conditions, clients, sessions, demographic fields and clinics.
CSV or PDF
Two spreadsheets: each client's assessment scores, or every answer to every question. Or print the filtered report to PDF.
How the numbers are worked out
Each client's scores are averaged per session type, then averaged across clients. % change compares two sessions; clients without both are left out, and small groups show Insufficient data. No benchmarks or reliable change index: your clinicians read the numbers.
Reporting Dashboard New
- Build the report your funder asks for, once, and it is there every time you open it.
Reporting Dashboard
Tables and charts
Each widget is a table, bar chart, line chart or pie chart. Drag them into place and resize them; copy one to start the next.
Break it down by anything you collect
Rows and columns from demographics and age group, forms, programs and how long they took, sessions and their status, conditions, and assessment results by severity band.
Count, average or share
Count clients or sessions, average or sum them, and show each as a share of the row, the column or the total.
Five widgets to start
New clinics start with five: assessments and results, conditions by gender, clients by session type, program completion time, and assessments issued per session.
Print one or all
Set the date range, then print the whole dashboard (a widget per page) or a single widget. Admins build and change the widgets; the clinic sees the same set.
One client, in depth
- Behind every row in a report is a client's chart.
Client chart: Insights and Export
Three ways to read the scores
A session-by-session view coloured by severity, first assessment against the most recent, and a line over every session. Turn on Show All % Change to see the change on each.
Export what the referral needs
PDF, spreadsheet (.CSV), fax, or copy to the clipboard for your EMR. Choose sessions, scores, subscales, question responses, forms and notes.
Shared with the client, if you choose
Turn on results sharing and the client sees each score and its severity band, session by session.
The record and who sees it
Activity Log
Who sent, completed and reviewed what, with role, program, session and form. Filter by event and date, search by staff or client, print the page.
Who sees what
Reporting follows the staff role. Account Admins build the Reporting Dashboard and set alerts; View Only staff can read every report without changing anything.
Everything in reporting
- The complete list, as it is in HiBoop today.
Dashboard
- Counts of assessments, clients and staff
- Clients by status: new, active, requested, completed, archived
- Click a status to filter the client list
- My Tasks: alerts, join requests, due and needs review
- Show or hide completed tasks
Alerts and reminders
- Severity triggers per assessment: mild, moderate or severe
- Scoped to a program when you need it
- In-app banner for the assigned staff
- Email with a chart link to chosen staff
- Client email nudges: after assigned, before due, after due, after started
- Staff emails: client joined, assigned, started, completed
Outcome Report
- A row per assessment, by intake, check-in, discharge and follow-up
- Averages coloured by severity band
- % change between any two sessions, improvement or decline
- Higher-is-better scales coloured correctly
- View by clients, questions or any profile field
- Filters: dates, programs, care team, assessments, conditions, clients, sessions, demographics, clinics
- Date by all activity, intake or discharge
- CSV of client scores, CSV of every answer
- Print to PDF
Reporting Dashboard
- Table, bar, line and pie widgets
- Rows and columns: demographics, age group, forms, programs, sessions, conditions, assessments
- Program completion time, session status, who answered, completion time
- Assessment status, result band, completion and score ranges
- Count clients or sessions; average or sum
- Show as % of row, column or total, with subtotals
- Drag, resize and copy widgets
- Five starter widgets for every new clinic
- Date range; print the dashboard or one widget
Each client
- Session view coloured by severity
- First assessment against most recent
- Scores over every session
- % change and subscale grouping
- Export as PDF, CSV, fax or clipboard for your EMR
- Pick sessions, scores, subscales, responses, forms and notes
- Results shared with the client, if you choose
Records and access
- Activity Log with staff, role, program, session and form
- Filter by event, search, date range, print
- Reports for Account Admins, care providers and View Only staff
- Activity Log for Account Admins and View Only staff
- Alerts and the Reporting Dashboard managed by Account Admins
Measurement-based care
…starts with what we measure, and how long.
Send your first check-in today, with your own assessments and clients. For teams, we set up your assessments and schedules with you. Prefer a guided start? You can book a walkthrough on the next page.
Start- Everything in HiBoop, by workflow, and what shipped lately.Features
- 100+ validated measures, with scoring guides and sources.Assessments
Questions care teams ask
Do clients or staff have to do anything extra for reporting?
No. Reports are built from the check-ins clients already complete and the work staff already do in HiBoop. Nothing is re-entered.
Who can see the reports?
Account Admins, care providers and View Only staff see the reports. The Activity Log is for Account Admins and View Only staff. Only Account Admins change alerts and the Reporting Dashboard.
Can we report to more than one funder?
Yes. Build a dashboard widget or filter the Outcome Report for each one, then print it or export the CSV. The clinician still decides what a score means.
Can we break results down by demographics?
Yes, by any profile field your program collects, in the Outcome Report's view and in dashboard widgets, plus age groups in the widgets.