CoolFocus includes a large set of ready-made reports, grouped by area. You'll only see the areas your organization uses. This is a guide to the highlights, the full list lives in the Reports area of the app.
Donor and contribution reporting, including:
Giving Summary and Contributions by Date, totals and trends over a period.
Contributions by Fund / Donor / Source / Tender Type / Deposit, slice giving the way you need.
Donors by Source, First-Time Donors, Inactive Donors, LYBUNT / SYBUNT (last-year / some-year-but-unfortunately-not-this-year) for lapsed-donor follow-up.
Pledges (by fund, by source, status, delinquent), Fund Status, In-Kind Gifts, Honors & Memorials, Deductible Totals.
Donors by Geography, a map view by state, county, or zip.
Online payment processing reports, for organizations using CoolPay:
Failed Payments, failed payment attempts over a date range, with counts and amounts, a breakdown by failure reason, and how many were recurring gifts. Use this to find donors who need a fresh payment method without checking every payment one at a time. See Fixing Failed & Missed Payments for the follow-up steps.
Clinical and client reporting for CPC organizations, including:
Center Overview and Center Statistics, the headline center numbers.
Cases, new cases, open cases, outcomes.
Client Demographics and client listings by location, source, age, and more.
Pregnancy data, pregnancies by weeks, babies born/due, test results.
Visits, demographics, follow-up, by counselor, statistics; plus Ultrasound and STI results.
Gospel/spiritual metrics where your center tracks them.
Three reports for demonstrating AAAHC compliance (who is reviewing charts, who is accessing them, and what's outstanding), each with date-range and center filters and CSV export:
Unsigned Encounters, every encounter currently awaiting physician sign-off, organization-wide. This includes normal CoolFocus review workflows as well as older "Send to Physician" visits sent from the previous system before the workflow engine existed, so the report stays accurate during the migration between systems. Each row shows the source, how long it's been pending, and the assigned reviewer. Filter by date range or by a specific center. If a center filter excludes some older-system items that have no resolvable center, the report and its CSV export both call out how many were left out rather than silently dropping them.
Overdue Sign-Offs, approvals that missed their policy timeout, plus the on-time signing percentage: the key number an AAAHC surveyor asks for. Sends from the previous system have no timeout policy to measure against, so they're called out separately as a "no timeout policy (legacy)" count instead of being folded into the on-time percentage. If nothing has completed yet in the selected date range, the on-time percentage shows as "N/A" rather than a misleading 100%. Filter by date range or by a specific center.
Chart Access Log, the "who is accessing this clinical record" evidence trail. Lists every time a clinical chart's detail was opened or a physician review sheet was opened, with the accessing user, the record, the surface, and the timestamp. Filter by date range and by user. Scope: this records chart-detail opens and review-sheet opens in CoolFocus (CF5); it does not include list/grid summaries, access from the previous system, or attachment/image views on their own. If a date range returns more rows than the report can display, a notice tells you to narrow the range; the same notice is included in the CSV export.
All three reports are org-wide views for medical directors and compliance staff. They complement, rather than replace, an individual physician's own Physician Review Queue, which only shows that physician's own assignments.
Access to the compliance reports is permission-gated, and a user who lacks the right permission will not see the report listed at all:
Unsigned Encounters and Overdue Sign-Offs require both access to the CPC (clinical) module and View permission on visits. Medical and clinical staff with visit access typically already meet this.
Chart Access Log is restricted to administrators, the same posture as the User Access Log, since it is an org-wide audit trail of clinical record access.
If a report you expect to see is missing from the Reports area, check with an administrator about your module and entity permissions.
Requests by Status, Services Delivered, Referrals by Outcome.
Clients by Geography.
Love INC Annual and Quarterly reports for affiliate reporting.
The Services Delivered report's Data tab includes a Phone Number column (with Phone Extension available through the column chooser), pulled from the household's primary contact phone. Add it if your team needs a quick way to follow up by phone on services delivered.
Volunteer Contact List, Volunteer Summary, Volunteer Service Time (hours), Volunteers by Birthday.
People by Source, where your contacts came from.
Incomplete Addresses, a data-quality checklist for cleanup.
Most one-off questions are faster to answer by filtering a list, see Finding Records with Filters, and you can save your own report for anything you'll run again.
