CBData® Tracker Reports
The Tracker Reports SubTab has a variety of reports that result from the User being able to Filter, Sort and Select Categories and Date Ranges from each of the six Tracking programs: Personal, Vital Statistics, Medical, Financial, Medical Claims and Miscellaneous Claims Tracker.

Below are a representative set of Tracker Tab reports.  To see any of them, click on the report name, to the left, in the tree directory.

Personal Tracker

With our Personal Tracker, you can “track” anything that is important to you. Track your wine, baseball card, movie, and stamp collections. Planning a vacation or a party? Track all of the information and the attendees. Track recipes, birthdays and anniversaries. You can even create a To Do list and manage projects. The "Trackers" section of CBData® lets you attach documents, point to files on your computer and print out filtered and sorted reports in a variety of ways.

Vital Stats Tracker

Keep track of vital statistics, such as, blood pressure, heart rate, weight, temperature, cholesterol level, and glucose level. A very handy tool when you’re dealing with a senior or special needs person!

Medical Tracker

Our Financial Tracker keeps track of any of your additional medical activities or information not covered in our formal Medical Tab. This Tracker can be used to keep track of symptoms, questions for the doctor, test results, medical routines or schedules for aging parents or anything medical related and, if you want any record to show up on the Medical Intake Report, just check the box and it will appear there.  No more forgetting to ask questions or report symptoms! 

Financial Tracker

Our Financial Tracker keeps track of any of your additional financial activities or information not covered in our formal Financial Tab. Keep track of home improvement costs, bills to pay, or donations. The Financial Tracker can also be the automatic repository of financial balances posted from the Financial Accounts and Investments SubTabs, whenever you want them recorded, for historical purposes.

Medical Claims Tracker

Keep track of medical insurance claims, every step of the way, for any family member. Most often, medical claims are not one-offs; they include a multitude of visits, lab tests and various service providers, each with their own invoice and different claim number. Medical Claims Tracker consolidates and tracks all of this information...and more. When you make a payment, you can link it to the appropriate claim number(s), keep track of the amount paid by insurance, by supplemental insurance, by “flex”, by you, including when each payment was made, to whom and how. You’ll get a summarized report that shows you where you are in the claims process – no more stuffed binders of papers!

Misc Claims Tracker

Keep track of any type of homeowner, car, umbrella, fine arts or other insurance claims, every step of the way. Track the reason for the claim, the service and the service provider, track quotes and estimates, and each service provider’s invoice number. When you make a payment, you can record the claim number, the amount paid by insurance, by you, when each payment was made, and get a detailed or summary report that shows the status of each claim and if any reimbursements are still due.