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Fill in a KPI return

For Manager, Owner

  1. If the home sends the council a monthly return, open Reports and tap Enter beside KPI return. Or open the KPIs page.
  2. Tap Record a monthly return.
  3. Fill in the figures, the date you sent it and who to, in the council’s own wording. Tap Save return.
  4. To take one back out, tap Remove on it and confirm.

When it’s done

A message says KPI return saved, and the trend over the last 12 returns updates.

If it doesn’t work

  • Save return is greyed out: save or cancel the return you have open first.
  • You don’t send the council a return: leave this page alone. Nothing chases it.
The KPIs page, with Record a monthly return outlined.
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