Click Reports from Navigation Bar and select CSV Reports.
Please submit a support ticket though our help section if you would like us to activate any of the reports below for your facility.
Our client’s most common reports used are already located within your facility’s CSV reports section by default.
Most Common reports used = ***
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*** Employee Credentials- Lists all credentials loaded for each employee.
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Expired Credentials- Shows a list of employees that have credentials uploaded in the system that have already expired.
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*** Staff Page Access- This report lists pages that the each staff member has access to.
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Staff and User Login Details- Lists all staff members within the facility including their userID and user login email. (if no userID is listed for staff, user access has not yet been created for that staff member).
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User Last Login- This report shows last login info for all users created within the system.
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Employee Detail- This report pulls minimal info from each active employee file.
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Employee Details All- This report pulls all info within the employee file for each active employee within the system.
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Staff Activity View- Shows all sessions scheduled and rendered including info on client that was seen.
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Staff Activity View Lite- Shows a condensed version of the staff activity view report. Shows all sessions scheduled and rendered, but does not show client info.
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Staff Leave- This report pulls the staff leave requests including all statuses. Searches for all leave start dates between specified date range.
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*** Staff Availability- This report pulls all staff within the system. It will tell you how available the staff members are based on the date/time range selected. Can be pulled per 30 day range.
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Staff Scheduled Over Day Max- This report lists the employees who are scheduled for more than their max hours per day.
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Staff Scheduled Over Week Max- This report lists the employees who are scheduled for more than their max hours per week. Date range selected must be a full week.
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Rendered Vs Scheduled Hours Total By Client- Shows sessions that are rendered with a different total number of mins than originally scheduled.
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Overlapping Hours By Provider- Shows a list of all providers that have sessions that are overlapping.