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Reporting

The Reporting Dashboard provides a comprehensive view of your organization's data and metrics. It offers various tabs and features to help you analyze and manage your information effectively.

Dashboard Tabs​

Overview​

The Overview tab presents a high-level summary of your organization's key metrics. It includes:

  • Resource counts (e.g., Patients, Appointments, Documents, Tasks, Observations, Questionnaire Responses)
  • Trend indicators for each metric
  • A time-based bar chart showing new patients and tasks over time

Campaigns​

If the campaigns feature is enabled for your organization, this tab provides insights into your campaign performance and metrics.

Reports​

The Reports tab allows you to view, create, and manage custom reports. Features include:

  • Selecting from a list of predefined reports
  • Creating new reports with custom queries
  • Viewing report data in a grid format with sorting and filtering capabilities
  • Exporting report data
  • Editing report details (name, category, description, and query)

Duplicates​

The Duplicates tab helps you identify and manage potential duplicate patient records. It offers:

  • A list of potential duplicate entries
  • Ability to compare and merge duplicate records
  • Bulk merge functionality for multiple duplicates

Key Features​

Custom Reports​

  • Create, view, and manage custom reports
  • Use SQL-like queries to generate report data
  • Export report data in various formats

Data Visualization​

  • Grid views with sorting, filtering, and grouping capabilities
  • Charts and graphs for visual data representation

Duplicate Management​

  • Identify potential duplicate patient records
  • Compare and merge duplicate entries
  • Perform bulk merge operations

By utilizing these reporting features, you can gain valuable insights into your organization's data, streamline your operations, and make informed decisions based on accurate and up-to-date information.