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      How to Generate and Download Reports on Coviu

      This article describes the call reporting feature available on Coviu.

      Last Updated: March 2024

      Note:

      • Reports are only available to our customers who are subscribed to the following plans:
        • Standard (also the Trial plan)
        • Premium
        • Enterprise
      • Not sure what plan you are on? Click here to find out.
      • To use this feature, you must be a Coviu account Owner or Administrator.

      On this page:

      1. What is the Coviu reporting feature?
      2. What type of reports can I generate?
      3. How to generate and download reports
      4. More support options

      What is the Coviu reporting feature?

      Coviu account owners and administrators can access different types of clinic reporting which can be used for various reasons like to maintain or enhance one's virtual practice or to collate evidence around roles and activities for audits and reviews.

      What type of reports can I generate?

      The following types of reports can be generated for the various roles and call activities held in your account:

      • Service Providers: Detailed information about all the Service Providers in your Coviu clinic and their consultation/call activity.
      • Meeting and User Room Calls: Detailed information about all the calls that took place through either a Meeting Room or User Room and their participants.
      • Scheduled Sessions: Detailed information about all the consultations that took place through a Scheduled Session and their participants.
      • Waiting Area Consultations: Detailed information about all the consultations that took place through a Waiting Area and their participants.

      How to generate and download reports

      1. Log in to your Coviu account as you normally would.
      2. Scroll down on the left side menu of the Dashboard and click Reports.
      3. Choose your Reporting period to a maximum of 60 days.
      4. Select your Timezone.
      5. Choose a Minimum consultation duration.
      6. Click Generate.
        Downloading a Consultation Report-1
      7. Scroll down and you will see a summary of the reports generated.
      8. You can choose to view a detailed report by either clicking Download to save it to your local device or by clicking Email to have the same report shared with your email address to later be viewed or downloaded.

      Note:

      • Reports are saved as spreadsheets in .xlsx format.
      • Each type of report has explanatory notes for the Field Description on Sheet 2.
        Downloading a Consultation Report 2

      More support options

      You have completed another Coviu help article. You now know how to generate and download reports on Coviu.

      If this is not what you were looking for, explore our knowledge base and search for another article from here.

      If you still require any assistance, please do not hesitate to get in touch with our friendly Customer Success team using any of the contact methods available here.