Reports

You can generate Standard, Custom, and Summary reports using the Reports feature.

All reports are generated solely for the profiles that you filter for in the List Builder. If you want to learn more about how to take advantage of the List Builder, you can check out the List Builder article.

 

In this article:

• Standard Reports

• Types of Standard Reports

• Custom Reports

• Summary Reports

• Save, Share, and Delete Report Templates

 

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Standard Reports

We provide a number of frequently used reports in Standard Reports. Most reports are available as either a CSV or PDF file.  

When you select a report, you can find a description of the included data in the Report Description section.

 

To generate a Standard Report:

1. In the List Builder menu, click Reports.
2. In the menu that appears, click Standard.
3. In the Report Type box, select the report that you want to generate.
   Tip: You can see the Types of Standard Reports article for a description of each report.
4. (Optional) In the Format box, select CSV or PDF. 
   Note: A CSV report will open in a spreadsheet. A PDF report will open as a non-editable document. Some reports can only generate one type of file.
5. (Optional) Select any other settings or data points available for the report, such as in the cases of the Check-In Report and Medication Administration Record Report.
6. Click the EXPORT button.
7. In the window that appears, type the name of the report, and then click the Submit button.
8. In the Success window that appears, click the OK button.
9. In the List Builder menu, click DOWNLOADS.
10. Click the Download button (​​) to view the report that you created. If the report has not appeared, you can click the FETCH NEW REPORTS button.
    Note: If a report includes multiple data points and many profiles, it might take several minutes to generate. You will receive an email to notify you when a report is ready to download. You can unsubscribe from these emails by clicking the Unsubscribe link in the email.

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Types of Standard Reports

A reference list of all available Standard Reports is provided below. Please note that some reports may not display for your organization as the available reports depend upon the features that your organization enables.

 

 

 

Profiles

All Notifications	A list of all notifications sent in the past year. CSV includes basic demographic fields as well as Email Address, User Name, Email Subject, Notification Type, Sent Date, and Opened Status. Each notification will be listed on a separate row.
All Profiles	A list of basic demographic data. CSV includes Name, Date of Birth, Sex, Age, Identifier, Completeness, Users, Registrations and Tags. PDF includes Name, Date of Birth and Sex.
All Registrations	A list of registration data. CSV includes basic demographic fields as well as Group ID, Registration Type, Created Date, Waitlist Status, and Group Names. Each registration will be listed on a separate row. PDF includes a list of profiles grouped by Registration Name.
All Users	A list of detailed user data. CSV includes basic demographic fields as well as Email, Name, Last Login, Phone, and Mailing Address. Each user will be listed on a separate row.
Bounced Emails	A list of bounced email addresses. CSV includes basic demographic fields as well as the Bounced Email Address. Each bounced email will be listed on a separate row.
Check-In Report	You can include two custom columns in a landscape check-in report (one for portrait-mode), and each column can have as many answers to text-only questions that you'd like. An example would be 'Approved Pick Up' with the values of pick up questions. Options include a daily vs weekly types, including profile completeness and adding custom columns.
Photo Roster	PDF includes Profile Photos, Name, Date of Birth, and Sex.
Duplicates	Report can be selected to match duplicates based on Name and Birthday or Name alone. CSV includes basic demographic fields as well as Profile ID and Completeness.
Unaccepted Invites	A list of all unaccepted user invites. CSV includes basic demographic fields as well as the Email Address and Bounced Status. Each unaccepted invite will be listed on a separate row.
Provider Permissions	A list of all provider permissions. CSV includes Name, Type of Role, and each Permission included in the Role.

 

Health Profile

Completion Summary	A list of profiles broken down by complete and incomplete steps. CSV includes basic demographic fields as well as each step and whether or not it is complete or incomplete.
Notes	A list of profiles and their notes. Report can be selected to include all notes or a specific note category. CSV includes basic demographic fields as well as Category, Priority, Provider Name and timestamp. Each note will be listed on a separate row. PDF includes a list of profiles and their notes grouped by profile name.
Review Summary	A list of profiles and their review statuses. CSV includes basic demographic fields as well as each review category, review status and timestamp.

 

Allergies

All Allergies	A list of profiles that have either a food, drug, or environmental allergy. CSV includes basic demographic fields as well as Allergy Name, Reaction, Risk for Anaphylaxis, Epi-Pen status. Each allergy will be listed on a separate row. PDF includes a list of profiles and allergies grouped by profile name.
Drug Allergies	A list of profiles that have a drug allergy. CSV includes basic demographic fields as well as Allergy Name, Reaction, Risk for Anaphylaxis, Epi-Pen status. Each allergy will be listed on a separate row. PDF includes a list of profiles and allergies grouped by profile name.
Environmental Allergies	A list of profiles that have an environmental allergy. CSV includes basic demographic fields as well as Allergy Name, Reaction, Risk for Anaphylaxis, Epi-Pen status. Each allergy will be listed on a separate row. PDF includes a list of profiles and allergies grouped by profile name.
Food Allergies	A list of profiles that have a food allergy. CSV includes basic demographic fields as well as Allergy Name, Reaction, Risk for Anaphylaxis, Epi-Pen status. Each allergy will be listed on a separate row. PDF includes a list of profiles and allergies grouped by profile name.

 

Health Form

Immunizations

A list of self-reported immunizations for each profile. CSV includes basic demographic fields as well as immunization name, dose number and date. Each immunization dose will be listed on a separate row.

 

Medications

All Medications	A list of any profile that has medications. CSV includes basic demographic fields as well as medication name, strength, and detailed dosing instructions. Each medication will be listed on a separate row. PDF includes a list of profiles and medications grouped by profile name.
Medication Administration Records (MARs)	Report includes a printable medication administration record to be used when the the eMAR is not an available option. Options include either a one week of four week format.
Medication Confirmation Forms	Report includes medication confirmation forms for any profile that has medications. Typically downloaded and printed by parent/guardian in the Patient Portal, but backup copies available in this report.
Medication Counts	A list of any profile that has tracked medications. CSV includes basic demographic fields as well as medication name and medication count. Each tracked medication will be listed on a separate row.
Medication Labels	Report creates printable medication labels using Avery label types.
Medication Summary	A list of any profile that has medications. PDF includes a list of profiles grouped by time of day.

 

OTCs

Authorized OTCs	CSV includes Name, Birthdate, Sex, Age, and a list of all authorized and unauthorized OTCs.
Unauthorized OTCs	PDF includes a list of all OTCs with the Name, Birthdate, and Sex of all participants unauthorized for the OTC.

 

Finances

Account Balances	A list of all accounts that have balances that are not $0.
Payment Plans	A list of profiles that have active payment plans. CSV includes basic demographic fields as well as payment amount, payment day, remaining payments, payment plan start date, and total payment amount.

 

Attendance

Attendance

A list of attendance events. CSV includes basic demographic fields and fields with information on both the provider and trusted contact who checked the participant in and out.

 

Text Message Alerts

Text Message Users	A list of all users with their Text Message status. CSV includes participants' Name, Birthdate, Sex, Identifier (if identifiers are employed), Health Profile Completeness Percentage, User Name, Registrations, User Email, User Phone Number, True or False to indicate whether Text Messaging is enabled, and Date Confirmed for those with Text Messaging enabled.
Text Message Notifications	A list of all text messages. CSV includes participants' Name, Birthdate, Sex, Identifier (if identifiers are employed), Health Profile Completeness Percentage, Registrations, User Name, User Email Address, User Phone Number, Provider Name, Date and Time of text message, and message Content.

 

 

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Custom Reports

In Custom Reports, you can create reports with any combination of answers from specific steps and questions in the Health Profile. These reports can be created as either a CSV or PDF file. Documents and images uploaded by participants are only included in PDF reports.

 

To create a Custom Report:

1. In the List Builder Menu, click Reports.
2. Click Custom.
3. (Optional) Click the Saved Templates box to select a Report Template, and then go to Step 11.
   Tip: You can learn how to create a Report Template in our Save, Share, and Delete Report Templates article.
4. (Optional) In the left column of the table that appears, click the SELECT ALL button to select all of the questions in all of the steps of the Health Profile, and then go to Step 8.
   Tip: We recommend generating and saving a complete Health Profile report for participants in all sessions just in case you lose power or access to the internet.
   

   

5. In the left column of the table that appears, click the step of the Health Profile with the information that you need. (For instance, you can click the Allergies section to report on answers related to allergies.)
6. In the right column of the table, do one of the following, depending on whether you want to select all of the questions in a step or specific questions:
   • If you want to select all of the questions in a step, heading the right column of the table, click the SELECT ALL button.
   • If you want to select specific questions in the step, check the boxes next to the questions that you want to include in your report.
7. Repeat Steps 5 and 6 until you have selected all of the information that you want in your report.
8. In the Format box, select CSV or PDF.
   Note: A CSV is a spreadsheet that you can manipulate and use in a program like Excel or Google Sheets. A PDF is a document that can only be viewed and not edited.
9. (Optional) If you select PDF, in the Type box, select Individual, Combined, or Condensed.
   Note: 
   Individual creates a separate file for each record. If you want to print this file, you need to open each record and print it separately.
   Combined creates a file that includes all of the records with each profile separated by a page break. Condensed creates a file with all of the records, and the records are not separated by page breaks.
10. (Optional) Click the Show Advanced Options link, and then do one of the following, depending on which of the format types you selected for your report:
    • If you select CSV, click the Expired Answers and Profiles with No Matching Information boxes to include any profiles missing answers to the questions that you selected for your report.
      Important: Uploaded images can only be included in a PDF file.
      Note: If you use our Online Registration Module, you can also include the Account Balance, Add-Ons, Payment Plans, and Coupons for the profiles that you filtered for in the List Builder.
    • If you select PDF, you can click the Images box to include any PDFs or other images included in the questions that you select for your report. Be sure to click the Expired Answers and Past Profiles boxes to include any profiles missing answers to the questions that you selected for your report. 
      Note: You can include the Notes and Registration Information for the profiles you filtered for in the List Builder.
11. Click the CREATE button.
12. In the Name Your Report window that appears, type the name of the report, and then click the Submit button.
13. In the Success window that appears, click the OK button.
14. In the List Builder Menu, click DOWNLOADS.
15. Click the Download button (​​) to view the report that you created. If the report has not appeared, you can click the FETCH NEW REPORTS button.
    Note: If a report includes multiple data points and many profiles, it might take several minutes to generate. You will receive an email to notify you when a report is ready to download. You can unsubscribe from these emails by clicking the Unsubscribe link in the email.

 

 

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Summary Reports

Summary Reports allow you to create reports of participants who answered yes or no to specific questions in the Health Profile.

To create a Summary Report:

1. In the List Builder Menu, click Reports.
2. Click Summary.
3. (Optional) Click the Saved Templates box to select a Report Template, and then go to Step 9.
   Tip: You can learn how to create a Report Template in our Save and Share Report Templates article.
4. In the left column of the table that appears, click the step of the Health Profile with the information that you need. (For instance, you might select a Diet & Activity section to report on participants that said "yes" to diet restrictions.)
5. In the right column of the table, do one of the following, depending on whether you want to select all of the questions in a step or specific questions:
   • If you want to select all of the questions in a step, heading the right column of the table, click the SELECT ALL button.
   • If you want to select specific questions in the step, check the boxes next to the questions that you want to include in your report.
6. Repeat Steps 4 and 5 until you have selected all of the information that you want in your report.
7. (Optional) Click the Included Answers box, and select the answer that you want. (For instance, select 'Yes' Answers to include only the profiles of those who answered 'Yes" to the question.)    TIP: If you want to see ALL answers, select All Included Answers.
8. (Optional) If any of the questions you selected for your report include the option to add details (e.g., If you said 'yes' to Other, please provide details), check the Include Details for Each Question box.
9. Click the CREATE button.
10. In the Name Your Report window that appears, type the name of the report, and then click the Submit button.
11. In the Success window that appears, click the OK button.
12. In the List Builder Menu, click DOWNLOADS.
13. Click the Download button (​​) to view the report that you created. If the report has not appeared, you can click the FETCH NEW REPORTS button.
    Note: If a report includes multiple data points and many profiles, it might take several minutes to generate. You will receive an email to notify you when a report is ready to download. You can unsubscribe from these emails by clicking the Unsubscribe link in the email.

 

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Save, Share, and Delete Report Templates

If there is a report that you use frequently, you can save the report settings as Templates. You can also share your Report Templates with other providers at your organization. Saved and shared templates appear in the Saved Templates box on the REPORTS page. Templates can be created for Custom and Summary Reports, and you can delete Report Templates when you no longer need them.

To save and share a Report Template:

1. In the List Builder Menu, click Reports.
2. Do one of the following, depending on the type of report that you want to create:
   • If you want to create a Custom Report, click Custom.
   • If you want to create a Summary Report, click Summary.
3. In the left column of the table that appears, click the step of the Health Profile with the information that you need.
4. In the right column of the table, do one of the following, depending on whether you want to select all of the questions in a step or specific questions:
   • If you want to select all of the questions in a step, heading the right column of the table, click the SELECT ALL button.
   • If you want to select specific questions in the step, check the boxes next to the questions that you want to include in your report.
5. Repeat Steps 3 and 4 until you have selected all of the information that you want in your report.
6. Do one of the following, depending on whether you are creating a Custom or Summary Report:
   • If you are creating a Custom Report, select the Format and Type of the report, and then click the Show Advanced Options link if you want to include Advanced Options. You can learn more about creating a Custom Report in our Custom Reports article.
   • If you are creating a Summary Report, in the Included Answers box, select the type of question you want in the report, and then check the Include Details for Each Question box. You can learn more about creating a Summary Report in our Summary Reports article.
7. Click the SAVE TEMPLATE button.
8. (Optional) Click the New Report box, select Existing Report, click the Which report to overwrite? box, select the report template that you want to overwrite, and then go to Step 10.
9. In the Report Name box, type the name of the report template.
10. (Optional) Click the Shared box, and then select Yes to share the report template with other providers at your organization.
11. Click the SAVE button. Saved and shared templates can be found in the Saved Templates box.

If you no longer need a template that you have created, you can delete it. This cannot be undone.

To delete a Report Template:

1. In the List Builder Menu, click Reports.
2. Click the Saved Templates box, and then select the Report Template that you want to delete.
3. Click the DELETE TEMPLATE button.
4. Click the YES, DELETE THIS REPORT button that appears. 

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