Walkthrough: Generate a Care Report (PDF)

Sometimes you need to hand someone a clean, printed picture of how things have been going — an IEP team, a doctor, a court. The Care Report pulls your logged activity into one tidy PDF. You choose the date range and which sections to include, then share or print it. Available

The report builds only from what you have already logged. It does not invent anything, and it leaves your private writing out — your notes, diary entries, and photos never appear in it. More on that below.

Before you start

• Pick the person you are reporting on, using the person switcher.
• Make sure there is some logged activity in the stretch of time you want to cover. A report over a quiet week will simply show fewer entries.

Steps

1. Tap Main Menu → Caregiver.

2. Tap the Reflect (Recap + Wins) row. The Weekly Recap screen opens.

3. In the top-right corner of the toolbar, tap the document icon (the accessibility label is "Care report PDF"). The Care Report sheet opens.

If you don't see the Reflect (Recap + Wins) row, it can be turned off per person. In the Caregiver hub, scroll to the bottom, tap Customize, and turn Reflect on.

4. Choose your date range. The report opens set to the past month, ending today, with every section turned on. Tap a preset — Last 7 days, Last 30 days, or Last 90 days — or set the start and end dates yourself. The presets count whole days, with today as the last one. So Last 7 days is today and the six days before it. Both dates you pick are included in full, from the start of the first day to the end of the last day, and those same two days are printed at the top of the PDF. The 7-day view is handy for a quick check-in; 90 days gives a fuller arc for an annual IEP review.

5. Pick your sections. Turn off anything you do not want to share. The report can include: - Activity summary — counts of feedings, sleep, behaviors, seizures, and notes - Behaviors — the entries with their descriptions and times - Seizures — full detail, including how long each lasted and any rescue medication given - Medications — current medication names and dosages - Goals — goal text and whether each was met - Milestones — the wins, with their dates - Doctor visits — provider and a short summary

Leave on only what fits the audience. For an IEP meeting you might keep Goals, Milestones, and Behaviors. For a doctor you might lean on Medications, Seizures, and Doctor visits.

6. Tap Generate PDF. It takes a moment, then you will feel a small confirmation.

7. Tap Share. The standard iOS share sheet opens. From here you can: - Email it or AirDrop it to your own Mac or to whoever needs it - Save it to Files - Tap Print to send it to a printer

That is the whole flow. You can come back and generate a fresh report any time things change — there is nothing to clean up afterward.

Good to know

• A section with nothing in it gets a short note. If you turn a section on and there is nothing to show for it, the report does not print a blank header. Instead, one short note names the sections that came up empty, so a missing section never looks like it was switched off. The note says Nothing logged this period for Behaviors, Seizures, Milestones, and Doctor visits that have nothing in your dates. It says None on file for Medications and Goals, because those are lists on the person's profile. For example: "Nothing logged this period: Seizures, Milestones. None on file: Goals. Counts show only what was logged in CareHaven." That last sentence is added when the Activity summary is on. The note sits under the Activity summary, or under the dates at the top when the summary is off. A section you turned off is never listed. If every section you turned on has something in it, there is no note.
• Long reports break across pages cleanly. A busy month with many entries flows onto multiple pages without cutting a row in half.
• Every page carries a "Generated by CareHaven" footer, so it is clear where the document came from.
• The report is built right then on your device. Generating it does not send your data anywhere.

What is left out, on purpose

Your private writing stays private. The Care Report never includes your notes, your diary text, or any photos — those are for you, not for a meeting. The footer says so plainly. If you want to share a specific observation from your diary, copy the part you choose into the report's audience another way; the report itself will not carry it for you.

This is the same privacy stance as the rest of the app — see Privacy & security for the full picture.

Where to go from here

• A Care Report is a printed snapshot. For a quick, in-person summary to hand a sitter, see Walkthrough: Create a handoff for a sitter.
• Want goals and accommodations pulled out of a scanned IEP automatically? See Walkthrough: Scan an IEP or doctor letter.
• For all the ways CareHaven helps you share what you have tracked, see Sharing & reports.