Reports provide comprehensive data on shifts, duty hours, and overall scheduling metrics. Administrators can now generate custom reports featuring a variety of visual graphs directly through the web application.
Generating a New Report:
Access Team Calendar: From your "Homepage," select your team from the list in the left-hand panel to open the Team Calendar.
Access Reports: In the default Team Calendar view, select the "Reports" tab located in the upper-right corner to open the analytics dashboard.
3. Create New Report – Select the "+" (plus) icon adjacent to the Reports header to initiate a new custom analytics report.
5. Configure Report Details – Enter a Title and Description for your report. You can also restrict visibility to Administrators Only.
6. Add Data Visualizations – Select "Add a new graph" to begin building your visual analytics.
7. Set Automated Distribution – Optionally, select Subscribers (team or organization members) to automatically receive the report as an Excel file at the conclusion of each scheduling period.
8. Configure Visualizations – Provide a Graph Title for your data set.
9. Access Export Options – Select the three-line (menu) icon to manage or share your clinical analytics:
View Full Screen: Expand the chart for detailed review.
Print Chart: Generate a hard copy for departmental meetings.
Export: Save the data as a PNG, JPG, or PDF for presentations or compliance documentation.
10. Finalize Graph Settings – Enter the required data parameters and click "Add to Report".
11. Select Visualization Format – Choose the most effective graph type for your clinical data:
Pie
Column
Bar
Line
12. Define Data Series – Categorize and group your metrics by:
Associate (Individual clinician)
Job (Specific task/duty)
Position (Professional role)
Timeframe (Day of Week, Day of Month, or Month)
13. Adjust Layout & Finalize – Customize the visual presentation of your clinical data:
Format: Set the preferred width and adjust the position of the graph using the controls located below the chart.
Manage: Use these same controls to edit data parameters or delete the graph if it is no longer required.
Expand: To include additional data sets (e.g., comparing call frequency vs. clinic hours), select "Add a new graph."
14. Save and Access – Finalize your dashboard by clicking "Save Report" in the bottom left-hand corner. Once saved, all custom analytics will be accessible under the "Reports" tab for ongoing review.
