Enterprise - Downloading a Platform Report

This article shows Coviu System Administrators how-to download Reports for their Organisation Platform.

Last Updated: Nov 2020

 

As an Administrator for your Platform, you will have access to a range of Reports at a Platform level, and at a specific Clinic level. For information on how to download Clinic reports, click here.

Platform Reports will provide you with a range of data that can be downloaded to Excel, from which you can choose to manipulate the data as required.

A summary of the available Platform Report options can be found by clicking here

Let's get started:

 

Enter your Platform as you normally would.

Click on your profile name at the top right corner of the Coviu browser window and then click Platform administration.

 

Click on Platform reports.

 

1. As shown in the screen capture below, choose your Reporting Period to a maximum of 60 days.

2. Select your Timezone.

3. Choose a minimum consultation duration and then;

4. Click Generate Report

 

Choose the report you would like to download and click the Download button. You can revisit the report summary page by clicking here.

The report will display at the bottom left corner of your browser window if you are using Chrome and you can choose whether to open or save the Spreadsheet from the up-arrow menu.

By default, the Reports will download to the Downloads folder on your local drive unless otherwise specified.

 

Author: KM