---
title: "Progress Reports-Facility/Residential"
description: "Progress reports are pulse checks on events that have happened throughout the shifts in a facility or residential-based living situation. ### Creating a new Progress Report Given that you have the proper permissions to intake a client, you must first…"
url: "https://docs.youthcenter.net/docs/facility-residential-progress-reports/"
updated: "2026-10-15"
category: Facility
tags:
  - Facility
---

# Progress Reports-Facility/Residential

Progress reports are pulse checks on events that have happened throughout the shifts in a facility or residential-based living situation.

### Creating a new Progress Report

Given that you have the proper permissions to intake a client, you must first select a client through either the Search application under the Case Manager application or by using the Search Clients search bar in the top right of the screen.

![YouthCenter Dashboard with a red arrow graphic pointing to the Search Clients bar in the top right and another red arrow graphic pointing to Search under Case Manager in the left menu](https://docs.youthcenter.net/wp-content/uploads/2022/08/Searching-for-a-client.png)

Once the client is selected, choose "facility" followed by "progress reports."

![Left navigation menu with the current client expanded, showing red box graphics around Facility and the Progress Reports option beneath it](https://docs.youthcenter.net/wp-content/uploads/2025/07/image-125.png)

Choose "create a new progress report."

![Empty Progress Reports list for a client with red arrow graphics pointing to both Create a New Progress Report buttons](https://docs.youthcenter.net/wp-content/uploads/2025/07/image-126.png)

Fill in the necessary fields and click "save."

![New Progress Report form showing the Progress Report Date and Type fields, Behavior, Achievement, Program Goals, and Additional Narrative fields, a Flag option, and the Save button](https://docs.youthcenter.net/wp-content/uploads/2025/07/image-127.png)

#### Field descriptions

- ***Progress Report:***
  - **Progress Report Date:** autofilled date/time based on when the report is filled out. Editable with calendar
  - **Progress Report Type:**report type associated with client's progress (often named based on shift). Modifiable dropdown under the admin picklist 'progress report type'
- ***Narratives:*** Modifiable dropdown under the admin picklist 'progress report narrative type.'
  - Below are examples of what is possible:
    - **Behavior:** text box to share any recent notable behavior.
    - **Achievement:** text box to share any recent notable achievements.
    - **Program Goals**: text box to share any goals being worked on.
    - **Additional Narrative type:** dropdown to allow for additional insights from others. Modifiable dropdown under the admin picklist 'progress report narrative type.'
    - **Additional Narrative:** any notes associated with the narrative type
- ***Advanced Options:***
  - **Flag**: **Tags/Flags**: you may set flags on the progress report, along with using the notification system within YouthCenter.
  - **Sharing**: see this [article](https://docs.youthcenter.net/docs/tags-flags-sharing-and-daily-log/) for sharing with internal team members.

Once completed, a facility placement intake summary page will be created.

![Completed progress report showing the report date and type, Behavior, Achievement, Program Goals, and Supplementary narratives, plus Attachments, Flag, and Comments sections](https://docs.youthcenter.net/wp-content/uploads/2025/07/image-128.png)

The following is possible on this page:

![Progress Reports header on a saved report showing the print, edit, and red delete buttons in the top right](https://docs.youthcenter.net/wp-content/uploads/2025/07/image-136.png)

- Pdf: Printing pdf versions
- Edit: change any details needed within progress reports
- Delete: removing progress reports

- Add a narrative: allows for any additional narratives to be added in the future
- Add an attachment: allows for any necessary attachments

![Narratives and Attachments sections of a saved progress report with red arrow graphics pointing to the Add a narrative and Add an attachment buttons](https://docs.youthcenter.net/wp-content/uploads/2025/07/image-137.png)

Upon returning to progress report tab, the following will be visible.

If any additional edits are needed, choose the down caret to edit, add narratives, etc.

![Client Progress Reports list showing a 2nd progress report expanded to display its narratives, with a red arrow graphic pointing to the expand/collapse arrow on the right](https://docs.youthcenter.net/wp-content/uploads/2025/07/image-139.png)

### Picklist Admin Setup

If a user has administrative access, then updating the drop-downs and checklists mentioned above is possible by going to the administration tab, followed by picklist admin.

![Left navigation menu with red box graphics around Administration and the Picklist Admin option beneath it](https://docs.youthcenter.net/wp-content/uploads/2025/07/image-130.png)

Using the search bar and selecting the field type, you will be able to edit or create new options.

![Picklist Admin page searched for "progres" with a red box graphic around the Progress Reports section listing Progress Report Narrative Type and Progress Report Type](https://docs.youthcenter.net/wp-content/uploads/2025/07/image-131.png)

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