Olivia Grant

Setting up recurring commissioner reports

Ticketpending

Hollowmere Care Group: documents logo Hollowmere Care Group: documents · Setting up recurring commissioner reports

Priority high

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Not yet analysedThe object read record object_read:tkt_023_0017 has not been written yet.

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Updated 9 Oct 26
Priorityhigh
Statuspending
Categoryhow_to
Channelemail
First response (min)116
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  1. Natasha Pryor
    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?
  2. Olivia Grant
    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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