Analytics and reports
How your agency is doing at a glance, then the reports behind it: built-in reports, dashboards, and building your own or asking Avee to draft one.
4 parts · 2 minReportsFor the office
The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.
What this lesson covers
Everything the lesson says, part by part.
- 1
On the way: Analytics is in the sidebar.
How your agency is doing
What needs attention, what is going well, and your key numbers for the period you pick.
In the sidebar under Analytics.
On this page
Needs attentionAnd what is going well
Needs attention lists what is slipping; Going well lists what is better than before.
See how shows:
- Needs attention Each one opens the report behind it.
Key numbersCare, money, people, growth
Your key numbers are grouped as care, money, people and growth.
See how shows:
- Key numbers For the period at the top.
The trendOne number over time
Trend charts one number over time, like visits completed or invoiced.
See how shows:
- Trend Pick the number to chart.
The reports behind itEvery number, row by row
Reports has every report, built-in or your own.
See how jumps ahead to part 2: Every report in one place.
Read the guide - 2
On the way: Reports is in the sidebar too.
Every report in one place
Built-in reports by area, the ones you saved, and dashboards that put several on one screen.
In the sidebar under Reports.
On this page
Built-in reportsBilling, payroll, compliance and more
Template Reports are ready to run, grouped by area. Open one and pick the dates.
Read the guideSee how shows:
- Template Reports Filter them by area.
Find a reportBy name
Search reports by name, built-in or saved.
See how shows:
- Search reports Try aging or overtime.
DashboardsSeveral reports on one screen
A dashboard puts several reports on one screen with one period.
See how jumps ahead to part 3: Your dashboards.
Build your ownOr ask Avee to draft it
Build a report picks what it is about, then the columns. Or describe it and Avee drafts it.
See how jumps ahead to part 4: Build a report.
Read the guideGet a report by emailOn a schedule
A report can be emailed to you on a schedule.
Read the guideSee how shows:
- Email a report on a schedule
- Open Scheduled Reports
- Add Scheduled Report Pick the report, who gets it, how often and which period it covers. “Send a test” sends it to you now.
- 3
On the way: Dashboards is at the top of Reports.
Your dashboards
A dashboard puts several reports on one screen with one period.
Reports › Dashboards.
On this page
Built-in dashboardsAgency overview, weekly performance
Two come built in: an agency overview and last week’s performance.
See how shows:
- Agency overview Built in, ready to open.
Make your ownPick the reports to show
New dashboard lets you pick the reports it shows.
See how shows:
- New dashboard Add the reports you check most.
- 4
On the way: Build a report is beside it.
Build a report
Choose what the report is about, then the columns, filters and how it looks. Or describe it to Avee.
Reports › Build a report.
On this page
Describe it to AveeAvee drafts it for you
Describe the report in your own words, and Avee drafts it for you to check and change.
Read the guideSee how shows:
- Describe it and Avee drafts it Examples sit under the box.
What it is aboutClients, caregivers, visits and more
Start from any records, like active clients or visits in a date range, or from a built-in report.
Read the guideSee how shows:
- Pick a source Then choose the columns.
At the end
Now you can see how your agency is doing
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