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Reports Overview

Clinical Site: What Data is Pulled from Each Report Type

Kate Mattison avatar
Written by Kate Mattison
Updated over 5 months ago

After reading this article you will be able to...

  • Navigate and customize reports


Note: Any report data can be exported into a spreadsheet format by clicking Export.

Evaluations by step

The evaluations by step report displays data on every evaluation question. Additional filters may also be applied to select specific evaluation questions, and various groupings. Grouping titles include school, service, discipline, person who was evaluated, and more.

Common Use for Evaluations by step:

  • Preceptor Evaluations by Service Type

Rotation Breakdown

The rotation breakdown is the most customizable report option. Data on applications, rotations, and students in various statuses, as well as hours completed can be displayed. A time frame, groupings, and other filters can also be applied to narrow the report if necessary.

Common Uses for Rotation Breakdown Report:

  • View rotations in active status

  • View rotations within a specific date range

  • View the schools where students applied for rotations

Count Rotation Applications

The count rotation applications report displays data on how many rotation applications were received each month. Additional filters may be added to narrow data including date created, grouping, discipline, service, and more.

Count Students who Applied for Rotations

The count students who applied for rotations report displays data on the number of students applying each month. Additional filters may be added to narrow data including date created, grouping, discipline, service, and more.

Count Accepted Rotations

The count accepted rotations report displays data on how many rotations were accepted each month. Additional filters may be added to narrow data including date created, grouping, discipline, service, and more.

Count Students with Accepted Rotations

The count students with accepted rotations report displays data on how many total students were accepted into rotations each month. Additional filters may be added to narrow data including date created, grouping, discipline, service, and more.

Count Closed Rotations

The count closed rotations report displays data on how many rotations were closed each month. Additional filters may be added to narrow data including date created, grouping, discipline, service, and more.

Count Students with Closed Rotations

The count students with closed rotations report displays data on how many total students had closed rotations each month. Additional filters may be added to narrow data including date created, grouping, discipline, service, and more.

Count Hours

The count hours report displays data on how many rotation hours occurred each month. Additional filters may be added to narrow data including date created, grouping, discipline, service, and more.

Rotation Status History

The rotation status history report displays trend data on how many rotations in each status there are on a given day, week, month, or year. Additional filters may be added to narrow data including school, discipline, service, and more.

Common Uses for Rotation Status History Report:

  • Trend data for rotations on site

Student, Faculty, and Preceptors Report

The student, faculty, and preceptors report displays a list of data on each of these users. The primarily data includes individuals' rotation, and profile information. Narrow the report results by only selecting certain types of users and the data needed under the "Choose what data to include" section. You can also filter by school, and student name, email, and year.

Common Use for Student, Faculty, and Preceptors Report:

  • List of Student, Faculty, or Preceptor Emails

  • List of students and their rotation status

Hours

The hours report displays data on hours logged within a specific time frame. The report will show each time a student logged hours, as well as grand total hours across the organization. Filters can be applied including hour types, and rotations filters. The information can also be sorted in a variety of ways including date logged, rotation status, school, and more.

Common Uses for Hours Report:

  • View the number of verified rotation hours completed at your organization

Application Steps Report

The application steps report displays data regarding each application step. The report shows each students' completion status of the step, as well as other rotation details. Add filters, including specific application steps, to narrow the report if necessary.

Common Uses for Application Steps Report:

  • View steps awaiting completion for a specific service

  • View steps awaiting completion for a date range

Onboarding Steps Report

The onboarding steps report displays data regarding each onboarding step. The report shows each students' completion status of the step, as well as other rotation details. Add filters, including specific application steps, to narrow the report if necessary.

Common Uses for Onboarding Steps Report:

  • View steps awaiting completion for a specific service

  • View steps awaiting completion for a date range

Evaluation Steps Report

The evaluation steps report displays data regarding each evaluation step. The report shows each students' completion status of the step, as well as other rotation details. Add filters, including specific application steps, to narrow the report if necessary.

Common Uses for Evaluation Steps Report:

  • View steps awaiting completion for a specific service

  • View steps awaiting completion for a date range

Offboarding Steps Report

The offboarding steps report displays data regarding each offboarding step. The report shows each students' completion status of the step, as well as other rotation details. Add filters, including specific application steps, to narrow the report if necessary.

Common Uses for Offboarding Steps Report:

  • View steps awaiting completion for a specific service

  • View steps awaiting completion for a date range

Performance and Utilization Report

The performance and utilization report displays data on general usage of Clinician Nexus across your organization. This information includes the number of staff and students on the platform, total rotations at your organization, agreements, visits each month or year, and more.

Common Uses for Performance and Utilization Report:

  • View the number of students at your organization

  • View the number of rotations your organization has hosted


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