Setting up recurring commissioner reports

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Hollowmere Care Group: documents · Setting up recurring commissioner reports

Natasha, newly arrived at Hollowmere, asked how to set up recurring weekly reports for a commissioner. Support suggested building as a dashboard for auto-updates rather than rebuilding weekly.

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Natasha, newly arrived at Hollowmere, asked how to set up recurring weekly reports for a commissioner. Support suggested building as a dashboard for auto-updates rather than rebuilding weekly.

Problem: Natasha needs a recurring weekly report of families with open safeguarding plans by home, with case worker contact details. Handling: Olivia recommended building as a dashboard rather than a one-off query, so it auto-updates weekly. This is sound adoption guidance showing strong product knowledge. Watch: Natasha is new to the organisation and to the brain, marking her as a potential champion or key-person risk. Ticket is still pending as of the as-of date. First response was 116 minutes for a high-priority how-to.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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First response (min)116

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created · Natasha Pryor 9 Oct 2026 14:32
Hi, I've just started here and I'm getting up to speed with the brain. I need to set up something for one of our commissioners: all families with open safeguarding plans by home, including the case worker contact details. What's the best way to structure this so I can refresh it weekly without rebuilding it each time?
public_reply · Olivia Grant 9 Oct 2026 16:28
Hi Natasha, great question. For a weekly refresh, I'd recommend building this as a dashboard rather than a one-off query. That way it'll auto-update and you can save the filters for next time. Happy to walk you through it if that would help?

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