Reporting

Learn how to navigate your portal, create custom reports and understand available reporting modules.

Ben Bittner avatar Nicky Mastain avatar Paige Altrogge avatar
21 articles in this collection
Written by Ben Bittner, Nicky Mastain, and Paige Altrogge
Reporting Features

Administrative Portal Overview

VIDEO: Learn how to navigate your portal, analyze data and adjust settings as an Organization-level user
Nicky Mastain avatar
Written by Nicky Mastain
Updated over a week ago

Provider Portal Overview

VIDEO: How to navigate your provider portal and access reporting
Paige Altrogge avatar
Written by Paige Altrogge
Updated over a week ago

Navigating the Dashboard

Get to know your portal dashboard
Ben Bittner avatar
Written by Ben Bittner
Updated over a week ago

Report Builder Overview

Create custom reports and compare against organization, location, national and specialty benchmarks
Ben Bittner avatar
Written by Ben Bittner
Updated over a week ago

How to Create Custom Reports using the Report Builder

Create a report using the Reports Builder
Ben Bittner avatar
Written by Ben Bittner
Updated over a week ago

Location and Provider Details

How to sort, rank, and filter your locations and providers to compare performance
Nicky Mastain avatar
Written by Nicky Mastain
Updated over a week ago

Detail Dashboard

How to access next level of detail for survey results
Paige Altrogge avatar
Written by Paige Altrogge
Updated over a week ago

Comment Analysis

How to Use Comment Analysis
Nicky Mastain avatar
Written by Nicky Mastain
Updated over a week ago

How to Print and Download Raw Data

Print and download custom reports, raw survey data
Ben Bittner avatar
Written by Ben Bittner
Updated over a week ago

Raw Data Download Answer Key

Answer key for addendum questions in custom report downloads.
Nicky Mastain avatar
Written by Nicky Mastain
Updated over a week ago

Change View by Provider or Location

Explore the detail dashboard from multiple views
Ben Bittner avatar
Written by Ben Bittner
Updated over a week ago

SFTP Export

How to setup SFTP export for automatic data transfers weekly
Ben Bittner avatar
Written by Ben Bittner
Updated over a week ago