Lesson 7: Downloading Reports
Passport has many reporting options available throughout different sections of the system depending on your reporting needs.
From the Corporate Dashboard (if you oversee more than one facility), you have multiple reports available to download directly by clicking on the number link.
The Dashboard Management Summary also has the option to be scheduled daily or weekly.
You can download a report of all providers or filter to specific groups of providers and Export or Schedule a report of this email on a weekly basis by clicking Export on the lower righthand side of the page.
Cautions / Expires Reports
You can export and schedule reports based on your designated search filters in the Cautions / Expires tab.
If you oversee one individual facility or wish to generate reports that are facility specific, you must toggle from the Facility dashboard to the "Reports" from the blue navigation bar.
Here you will find additional monitoring reports including the Compliance Letter - outline of services contracted by your organization, the Exclusion Attestation Summary - commonly requested report for proof of exclusion monitoring in audits, Single Provider Compliance Report including all monitoring results and notes from your organization on one single individual.
For more detailed information on all reports available in the Reports tab, please refer to What Reports Are Available In The Reports Tab?
If you have any questions related to specific reports or reporting needs, please contact firstname.lastname@example.org or call 615-938-7878 ext 1 to discuss what type of reporting is needed.
The following lessons will be designated for system admin users covering topics including uploading files and adding new users.
Next: Uploading Files to Passport
Need additional support? Contact the Client Care team for access to one of our on-demand training webinars.