Client Reports

Client Compliance Report



  • How to access Client Compliance Report?
  • Client Compliance Report
  • Download Report
    • PDF Format
    • CSV Format
  • Email Report

How to access Client Compliance Report?

To access the Client Compliance Report:

  • Click Reports → Client Reports →Client Compliance

Client Compliance Report

Please entered the filters as required and then click Report to see the results

Filters include 

Field Name

 

Description

 

Servicing Office

Select the required Servicing Office. The report will be generated for the selected Service Location(s).

In case the Servicing Officeis not selected, the report for all the available Servicing Office are generated.

Service Location

Select the required Service Location. The report will be generated for the selected Service Location(s).

In case the Service Location(s) is not selected, the report for all the available Service Location(s) are generated.

Delivery Location

Select the required Delivery Location based on the selected Service Location. The report will be generated for the selected Delivery Location(s).

Qualification

Select the qualification.

In case the Qualification is not selected, the report for all the available qualifications are generated.

Rule Status

Active or Inactive

Rule Created/Updated Date

Select the date range that the rule was generated or updated within

Please note this is mandatory

 

Download Report

Based on the selected filters for the Client Compliance Report you can download the report in two available formats i.e. PDF format or CSV format (excel.

PDF Format

The figure below shows the Client Infection Control Report in the PDF format generated based on the selected Filters.

CSV Format

The figure below shows the Client Infection Control Report in the CSV format generated based on the selected Filters.

Email Report

Once you generate the report you can select “Send Email” and then this will ask you to select a template and who the email would be emailed to with the attached file.