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Downloading Your Excel Reports
Updated over a week ago

Introduction

The different reports provide a representation of your overall business results from your completed checklists, tickets and incidents, with each report analyzing the results from a slightly different perspective. This article will give you a brief overview at the main ones that you will use. The purpose of these reports is to give you the ability to look across all of your centres to understand how things are looking or for a management discussion to investigate trends over time.

Dashboard

When you login, you will be taken to the Dashboard by default. From here, click on the 'Reporting' tab and then Excel Reports.

Once you click the Email Reports, all the available reports that can be exported will appear.


​The main reports in this section are the following:

Checklist Answers Report

This report enables you to extract your checklist data at a question level. You can select any checklist over a specific date range. Additionally, you can filter all the questions that you need to export or export the entire checklist.

Checklist Photos Report

This report allows you to pull out all images in a template for a particular center or multiple centers.

Incidents Report

This report allows you to pull out all incidents of a certain type or from a specific room over a certain date range.

Summary Tickets Report

This report is a consolidated view of all of your tickets and conversations.

For all of these reports, you have the ability to specify the date range and download them to Excel whenever necessary.

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