Monthly progress reports are published by the 3rd business day of each month.
Self-Service Intake
62%
clients self-registered
Reports This Month
28
published on time
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| Report name | Type | Scope | Default sort | Last run | Actions | |
|---|---|---|---|---|---|---|
| Monthly active-client progress | Progress | Active Only · Last 30 days | Date — newest first | Jun 1, 2026 | ||
| Quarterly completions | Completion | Completed · Last 90 days | Client (A–Z) | Apr 2, 2026 | ||
| Concern & lane-change watchlist | Concern | Active Only · Year to Date | Date — newest first | Jun 10, 2026 |
⚑ PENDING
Marketing & CCM metrics — dedicated report set
Comprehensive marketing/CCM metrics and a dedicated marketing report set are blocked on Michael's master metrics list. The specific metrics Reno requested are enumerated by name below so the report set's structure ships — but every value is owed by S2S and is rendered as a ⚡ Pending pill. No figures here are real, and the definitions / counting rules are not yet confirmed.
Partner / officer metrics
Total partners using CCM (monthly)⚡ Pending S2S
New partners using CCM (monthly)⚡ Pending S2S
Referrals submitted through CCM (daily / weekly / monthly)⚡ Pending S2S
Reports downloaded — enrollment / progress / completion (weekly / monthly)⚡ Pending S2S
Average speed to enrollment (referral → enrolled)⚡ Pending S2S
Overdue / past-EBD referral count (tracked over time)⚡ Pending S2S
Agency-communication responsiveness (open / reply / action rates, response time)⚡ Pending S2S
Referral → enrollment conversion (by officer and by agency)⚡ Pending S2S
Provider metrics
Provider companies using CCM (monthly)⚡ Pending S2S
New provider companies onboarded (monthly)⚡ Pending S2S
Cross-cutting
Filter all metrics by language, group, etc.⚡ Pending S2S
All rows above are disabled. Values, definitions, and counting rules are owed by S2S — the report set's structure ships now; the numbers do not.
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| Client | Report Type | Date | Summary | Actions | |
|---|---|---|---|---|---|
| Carlos Mendez | Progress | May 15, 2026 | Wk 12 — compliant, attending regularly | ||
| D. Williams | Completion | May 10, 2026 | Parenting program completed — certificate issued | ||
| T. Nguyen | Concern | May 8, 2026 | Lane change to B — 2 absences in 4 sessions | ||
| S. Martinez | Termination | Apr 28, 2026 | Non-compliance — 3 consecutive absences | ||
| Maria Lopez | Concern | Apr 20, 2026 | Payment delinquent — 2 missed installments |
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