How to generate, filter, customize, pin and export CareBravo's reports, covering clients, caregivers and employees, shifts and clock-ins, documents, interactions, payroll, invoices and profitability.
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Learn how to generate customized Agency Notes Reports by selecting clients, configuring filters, running queries, and sharing insights with team members on CareBravo.
Learn how to generate the Assessor Payroll Report in CareBravo. Select the date range, choose report details, run the report, and export payroll data in XLSX or PDF format.
Learn how to create a calendar type scheduling report by setting date ranges, filtering by caregiver role, grouping by summary, and exporting the complete results to PDF.
Learn how to generate cancelled shifts reports by selecting dates and cancellation reasons, review detailed entries, and share or save reports for your team in CareBravo.
Learn how to generate the Caregiver Interactions Report in CareBravo. Select a date range, view caregiver interaction records, and export the report in XLSX or PDF format.
Learn how to generate the Caregiver Clock In/Out Weekly Analytics Report in CareBravo. Filter by date range, select report details, view weekly clock-in/out analytics, and export the report in just a few clicks.
Learn how to generate a caregiver late shift report by setting date ranges, filtering specific caregivers, and exporting your analysis in Carebravo. Discover how to customize report parameters and save your configurations.
Learn how to generate a Caregiver Reminder Dates Report by setting date ranges, running the report, expanding individual caregiver records to view reminder details, and selecting entries for bulk actions in Carebravo.
Learn how to create customized caregiver reports by selecting specific fields, filtering by status and name, bulk selecting records, and exporting data in CareBravo for team collaboration.
Learn how to create customized Carelog reports with EVV oversight in CareBravo by filtering by date range, point of contact, client, and service type, then save and share results.
Learn how to filter client assessment reports by selecting columns and search criteria, apply bulk actions, save your results, and view detailed client assessment information in CareBravo.
Learn how to use the Client Document Expiry Report in CareBravo to identify documents expiring within a selected date range, download individual files, and share or export the report for better compliance and document management
Learn how to filter client documents by date range and client name, search for specific files, and merge multiple documents into a single consolidated file in CareBravo.
Learn how to generate detailed client interaction reports in Carebravo by selecting clients, setting custom date ranges, filtering by interaction categories, and managing report entries with bulk actions.
Follow this guide to complete the Client Reminder Dates Report by selecting the required date range, running the report, and viewing all client reminders, reminder details, creator information, and created dates.
Learn how to filter clients by status and time period, customize report fields, search for specific clients, adjust pagination, and export client data in carebravo for comprehensive reporting and analysis.
Learn how to generate Cost Share Invoice Reports in Carebravo, filter by date range, and navigate detailed billing and transaction records for comprehensive invoice review and adjustments.
Learn how to generate Documents Expiration Reports in CareBravo by selecting filters, running the report, and reviewing, sharing, or saving expired document records.
Learn how to generate Employee Reports in CareBravo by viewing Active, Inactive, or All employees. Apply filters, run the report, and review employee details with this step-by-step guide.
Learn how to generate and export Payroll Reports in CareBravo by applying filters, running the report, and exporting payroll data for review and recordkeeping.
Learn how to generate Gross Profit Reports and manage Employee Payroll in CareBravo. Apply filters, review payroll and profit data, and export reports with this step-by-step guide.
Learn how to search and access payment, invoice, and cost share reports in Carebravo. Discover how to filter by point of contact, payer type, date range, and client, then pin reports for quick access.
Release: Search Clients Faster & Pin or Unpin Reports Easily
Search for clients quickly and save your VA Eligibility Report settings for faster access next time.
Release: More Visibility in Invoices & Payroll + Easier VA Reports
Learn how to filter tasks by date and employee, generate performance reports with custom date ranges, manage client documents, and track caregiver interactions in CareBravo's reporting system.
Release: Find Information Faster with These New Updates
Learn how Case Managers can view and download the new ICWP Reports.
Release: New ICWP Reports Are Now Available in CareBravo
Learn how Case Managers can view and download the new ICWP reports: Visitation Contact and Authorization Consent in CareBravo.
Release: New ICWP Reports Are Here!
You can now filter Survey - Continuous Service Report results by selecting a specific date range.
Release: Smarter Invoice Processing, Reporting & Shift Details Are Here
Quickly review scheduled and actual shift clock-in and clock-out times, client, caregiver, and shift status in one report.
Release: Shift Clock In/Out Report Is Here + Unlock Completed Shifts
Search for clients quickly and save your Outstanding Balance Report settings for faster access next time.
Release: Create Shifts Faster & Manage Outstanding Balance Reports Easier
As of 18 August 2026 — Client Reports now show the assigned Assessor, RN Manager, and Director names in the Assessor column, pulled from Assignment.
Release: New: Assigned Assessor in Client Reports + Medicaid Documents
Learn how to quickly search for a specific client and pin your Invoice File Report settings for faster access.
Release: Enhanced Invoice File Report
Learn how to access Medicaid eligibility reports, review client medical diagnosis information, generate filtered compliance reports, and manage client contacts with emergency designations in CareBravo.
Release: More Complete Client Information & Smarter Reporting Are Here
Learn how to generate calendar type shift reports by setting date ranges, filtering by caregiver role and approval status, then analyze scheduled hours and shift details with sorting and monthly calendar views in CareBravo.
Release: New Calendar Visibility Features Are Here
These tutorials show individual screens. A walkthrough with the CareBravo team shows how they fit together for your agency, your payers and your state.