The Custom Report feature empowers customers to generate tailored reports based on their unique requirements. While the existing reporting module provides a wide range of pre-built reports, this feature addresses any additional reporting needs that may not be available in the default setting.
Topics Covered
Key Features
- Custom Report Requests: Customers can request specialised reports not currently available in the existing module.
- Adjust Criteria: Generate requested reports with customisable criteria to suit different scenarios.
- Generate Anytime: Once a request is delivered, you can generate the report for any time in the future, making monthly/weekly/daily reports simple.
- Dedicated Support: Collaborate with the support team to define and clarify report requirements.
How It Works
Identify Missing Report:
- Check the existing reporting module for the required report.
- If unavailable, proceed to request a custom report.
- You can check if the report is available in the reporting section or connect with support to see if the report you are looking for is available via any of the existing reports or lists.
Request Submission:
- Contact the support team to initiate a custom report request.
- The support team will verify if the report can be generated using the system’s existing capabilities.
Let's learn how to access and use the Custom Report.
- Navigate to the System Menu > select Custom Reports under Insights.
- Click Contact Support.
Request Processing:
- If the report is not already available, the support team will document the requirements and initiate the request process.
- Customers will be contacted for additional clarification, if needed, to ensure the report aligns with expectations.
Report Availability:
- Once the request is processed, the Custom Reports will be accessible from the System Menu under Insights.
To generate the report,
- Click Generate on the right.
- Choose the required filters.
- Click Download.
Recurring Reports:
- Once delivered, the report can be generated as many times as needed and adjusted using customisable filters.
Sharing Reports and Transferring Ownership:
Note: Only the report owners will have the ability to share the report with other users and transfer the ownership, if needed. |
To share the report,
- Click the three-dot menu.
- Click Share.
In the Share modal,
- Select the user profiles you want to share the report with.
- Click Share Selected.
To transfer the ownership,
- Click the three-dot menu.
- Click Transfer Ownership.
In the Transfer Ownership of the Custom Report modal,
- Select the User to whom you want to transfer the ownership.
- Click Transfer Ownership.
Note: Once you have transferred the ownership, you will no longer be able to share the report. |
Benefits
- Tailored Insights: Gain access to specific data points and insights unique to your operations.
- Flexibility: Adapt reports to meet dynamic business needs by using filters specific to your needs.
- Time Efficiency: Run recurring reports easily to save time and ensure consistency.
Contact Support
For any queries or to request a custom report, please reach out to the support team at support.aus@carestack.com. They will guide you through the process and ensure a seamless experience.
This feature is designed to complement the existing reporting module by addressing gaps in data analysis and reporting needs. We are committed to delivering data-driven solutions that empower your decision-making.
Practices can use this guide to learn about generating custom reports, features, and benefits.