1. Beneficiary Tracking
  2. Reports and Analytics
Reference

Reports for the questions your team asks

Inspect application progress, requirement outcomes, delivery records and outstanding follow-up.

Overview
Beneficiary Tracking · Overview

Beneficiary Tracking dashboard

This quarter

Operation runs in view
6
Total source revision
2,720
Queued
2
Running
2

Service applications by status

How far records got this quarter

StageReachedStep
Draft34
Submitted1853%
Verified1056%
Decided770%

Completed requirement count by status

Sample totals per stage

7.0k0
6.0kDraft
4.0kSubmitted
7.0kVerified
4.0kDecided
3.0kDelivered
Example screen with sample data

Questions to answer

Application Progress by Service Grouped

Where are beneficiary requests waiting within each organization's service process?

Owner Workload List

Which assigned staff members have applications awaiting preparation or the next handoff?

Requirement Outcomes Grouped

Which requirements remain Pending, and which recorded reasons explain a rejection?

Evidence Verification Register List

Which documents still need verification, and who is responsible for the recorded checks?

Independent Decision Register List

Who decided each application revision, and what explanation supports that decision?

Delivery Completion Register List

Which applications have a recorded completion date and delivery reference?

Execution Exceptions Grouped

Which runs, steps or attempts need investigation before another delivery action?

Follow-up Aging List

Which actions are still open or under way past their due date, and who owns the resolution?

Set up Beneficiary Tracking your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started