Follow-up Details Report
Looking for the details of your individual follow-ups?
By running the Follow-up Details Report you can easily view the details of all your follow-up, including; due date, notes, photos, etc...
(Note: Only Account Administrators & Managers can generate reports.)
2 . There are four elements to this report:
a. Status Filter - filter on the status of follow-ups, select one or multiple.
b. Follow-up Count - displays the total count of all follow-ups by status.
c. Follow-up Pie Graph - displays the follow-up statuses by percentage.
d. Follow-up Details Table - details of each follow-up, including; topic, question, notes, photos, location, etc.
3. To enlarge a photo within a follow-up, click on the row of the follow-up you wish to select, it will be highlighted. Then click on the blue button at the top of the table: Select row + click here to enlarge photo.
Click on Go Back to Previous Page in the top left-hand corner to go back to the main report.
Use the Search Bar to filter the Follow-ups by text within the Follow-up IDs, Topics, Questions, and Latest Follow-up Notes.
- To export the report, click the "..." icon ... at the top right-hand corner of the report table and then click on Export Data.
6. To open the report in Full-Screen click on the arrows at the top right-hand corner of the report
7. To focus/expand on the report table, click the Focus Mode icon.
8. To sort the data by Ascending or Descending, click on the column title you would like to sort by in the report.
Note: The example below is sorted by Topic.
9. On the blue left-hand menu, you can filter on the following parameters:
a. Date Range
b. Evaluator
c. Operator
d. Assignment
e. Inspection Template
f. Location Model - i.e. Patient Rooms, Waiting Areas, etc.
g. Campus
h. Building
i. Floor
j. Area
k. Room
The report data will update automatically as the filters are applied.
Summary:
To see the details of your follow-ups with notes, photos, due dates, etc., use the Follow-up Details Report.