The new Reports Dashboard page will replace the current Reports list providing a consolidated and updated look and allows the user to easily pin their favorite reports for quick and easy access! Under the Reports tab, reports seen in the dropdown list depend on the role(s) of the user or if specific account features have been enabled.
Customize a Report:
Select a report and options will appear to customize the data. The options will vary depending on which report is selected. The user can choose to view, download or pin the report.
Multi-Select Clinic or Inventory Location:
Reports that have a Clinic or Inventory Location filter can select a specific Clinic or Inventory Location(s). Select the Custom button and the desired Clinic or Inventory Location(s).
Pin a favorite or custom Report:
Select a report and customize selections to the desired data. Once the filters are complete, click Pin Report:
A modal will appear to customize the report name and Pin Report:
A list of all Pinned Reports will now display on the main Reports Dashboard:
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