Reporting Goodies
We’ve improved the performance of the reports on the Facility Reports Tab and they will now continue to run at the bottom of your page and provide a link when they are ready to download. Now, for clients with very large numbers of providers in one facility, you will be able to run reports without having to stay on the page during download and without risk of timeouts.
Updating the License and Certificate Reports on the Corporate Dashboards so that the expiration dates are more sortable in Excel. The format is moving from “Aug 7 2019” to “8/7/19”. This will improve speed and functionality when taking the information offline for reporting needs.
Adding the Missing Action Date to the Cautions/Export Reports: This is a field that has been on the Missing Report on the Corporate Dashboards for a while but is now making its way to the Cautions/Expires report as well. Now you can determine the date the item went into a missing state from all the credential reporting options. Many clients use this date to determine if a facility has gone too long neglecting to enter a required license or certification into the system.
Add Email Address to User Export: If your user account is provisioned to have access to managing users within the system, you have access to this information already. The report will export all the basics on a user account. We have added the email address the listing of user details which is already displayed including name, username, facility/unit access, and overall permissions.
Add and Edit Optional Data Fields: Users with the Administrator setting “Advanced Provider Access” provisioning them with the ability to edit and manage providers, now have the ability to add and edit the optional data fields previously only available for entry via the provider file. Fields for editing Provider Profile Data are available both in the Providers Tab, and when reviewing a monitor record, as long as your user account is provisioned with this administrator access. These fields include Job Title, Job Code, Company User ID, Company Dept ID, and Company Dept Name.
PP v5.18.0 Release Notes