Applying Filters in the Reporting Dashboard

Introduction:

In this article, we will guide you through the process of applying filters in the reporting dashboard. This feature allows you to customize your reports and focus on specific data sets, such as patient satisfaction scores from a designated time period.

Step-by-Step Instructions:

1. Log in to Your Account:
   • Open your web browser and navigate to the login page.
   • Enter your credentials and click on the "Login" button.
2. Access the Reporting Dashboard:
   • From your dashboard, navigate to the “Reports” section in the main menu.
   • Click on “Reporting Dashboard” to access the reporting tools.
3. Select the Report Type:
   • Choose the type of report you would like to generate (e.g., Patient Satisfaction Report).
   • Click on the report to open the report settings.
4. Apply Filters:
   • Locate the “Filters” section on the report settings page.
   • Click on the “Add Filter” button to begin applying your desired filters.
5. Filter by Date:
   • To filter data by a specific date range, select “Date” from the filter options.
   • Choose the “Last Quarter” option from the dropdown menu to automatically set the date range.
   • Alternatively, you can manually enter the start and end dates if you prefer a custom range.
6. Filter by Other Criteria (Optional):
   • You can also apply additional filters based on other criteria, such as department, location, or patient demographics.
   • Click “Add Filter” again to include more specific parameters as needed.
7. Generate the Report:
   • Once all filters are applied, click the “Generate Report” button.
   • The dashboard will process your request and display the filtered data based on your selections.
8. Save or Export Your Report:
   • After reviewing the report, you can choose to save it for future reference or export it as a PDF or Excel file by clicking on the respective buttons.

Conclusion:

Applying filters in the reporting dashboard allows you to tailor your reports to meet your specific analytical needs. If you have any further questions or require assistance, please feel free to reach out to our support team.

Related Articles:

• Creating Custom Reports
• Understanding Patient Satisfaction Metrics
• Exporting Reports from the Dashboard

Contact Support:

If you need additional help, you can submit a support request through the Help Center or contact our support team directly.