Reports & Summaries
MT

Reports & Summaries

Secure, downloadable reports of financial, healthcare, and legal activity. All reports are stored within ELM.

Data Security Notice: Reports are only accessible here within ELM after you log in. No report data is ever sent outside the platform via email or SMS. GDPR compliant.
12
Total Reports
All secure
Monthly
Report Frequency
Auto-generated
4
Downloads This Month
New
March 2025 Report Ready
Unread
March 2025 — Monthly Summary Report
New
Financial
£3,210
Total outgoings in March
14 bills paid · 1 renewal upcoming · No fraud alerts
Healthcare
3
Appointments attended
All medications collected · No overdue prescriptions
Legal
Active
LPA status in March
No attorney power activations · 2 attorney logins recorded
Spending Breakdown (March)
Notable Events This Month
28 Mar
Prescription collected — Amlodipine 5mg
20 Mar
GP appointment attended — Dr. Patel
15 Mar
Monthly report auto-generated
12 Mar
Prescription collected — Metformin 500mg
Report Archive
Report TitleTypePeriodGeneratedSizeAction
March 2025 Monthly SummaryMonthlyMar 20251 Apr 2025245 KB
February 2025 Monthly SummaryMonthlyFeb 20251 Mar 2025231 KB
January 2025 Monthly SummaryMonthlyJan 20251 Feb 2025228 KB
Q4 2024 Financial AnalysisAd-hocOct–Dec 20245 Jan 2025412 KB
December 2024 Monthly SummaryMonthlyDec 20241 Jan 2025258 KB
Report Preferences
Monthly reports are always generated. Additional frequency is optional.
Attorney Report Access
JT
James Thompson
ET
Emily Thompson