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Report Improvements

Posted on Jun 20, 2019 by Ladd Gillman

    ReportImprovments Blog-1


    Solutionreach has made improvements to many of the reports in the "Reporting" tab of the platform. You will now see quick-view widgets at the top of each report, date filters, and a "Download Filtered" button.

    The quick-view widgets will give you an overview of the data in the report of your choice. You can also hover over the graph to get more detailed information.

    Screen Shot 2019-06-17 at 4.17.14 PM

    The data filters will allow you to filter the data by a custom date range.

    Screen Shot 2019-06-17 at 4.17.41 PM

    This data can then be downloaded in a CSV file by clicking the “Download Filtered” button.

    Screen Shot 2019-06-17 at 4.18.11 PM

     The following are all the reports that have been improved:

    • SR Appointment Confirmation for the Past Month
    • Reminders Sent
    • Reminders Scheduled
    • SR Schedule Button Activity Report
    • Newsletter Messages Sent Report
    • Group Messages Sent Report
    • Direct Survey Messages Sent Report
    • Group Text Preference Message Sent Report
    • Patient Birthdays Report
    • Surveys Sent Report
    • Patient Birthday

    Log in and check them out!



    Ladd Gillman

    Ladd Gillman

    Bachelors of Science in Business Management and minor in Marketing from Utah Valley University. Currently an MBA candidate at UVU. The Associate Product Marketing Manager at Solutionreach Inc.

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