Reporting & Analytics
Operational reports
Day-to-day reports on caseloads, services, and activity.
Product support
Documented support
- Bonterra Apricot by Bonterra
Native Reporting supports customizable reports.
vendor reported
- Bonterra ETO by Bonterra
Standard ETO reports plus the ETO Results reporting suite (help center).
vendor reported
- Casebook by Casebook PBC
Pre-built and custom operational reports are documented.
vendor reported
- CharityTracker by Simon Solutions
Comprehensive reports in all editions; 30+ prebuilt options plus custom report builds (pricing page, help center).
vendor reported
- Clarity Human Services by Bitfocus
175+ prebuilt reports across administration, agency, program, service, and data-quality categories (HMIS page, report library).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Operational and compliance reporting built into the platform (platform page).
vendor reported
- Exponent Case Management by Exponent Partners
31 standard reports including caseload, staffing productivity, and unduplicated client counts (reports guide).
vendor reported
- QG Case by QuesGen Systems, Inc.
Operational dashboards and program KPIs are documented.
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Aggregated program/service reports and record rollup definitions (2023 announcement, Developer Guide).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Tableau Next / CRM Analytics with preconfigured public-sector dashboards and analytics (pricing page).
vendor reported
Unclear
Evidence exists but does not settle the capability.
- Bonterra Penelope by Bonterra
Indexed help article on popular reports returns 404.
vendor reported
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included Apricot Enterprise plan of Bonterra Apricot
- Included Growth plan of Casebook (1 Report Writer)
- Included Team plan of Casebook (10 Report Writers)
- Included Enterprise plan of Casebook (100 Report Writers)
- Included QGCase Pro plan of QG Case
- Included Report Writers add-on for Casebook