The Weekly Report allows you to monitor platform usage and statistics on a weekly basis. All information on the Reports tab updates in real-time to make sure you have actionable insights at the tip of your fingers. You can track user counts, invites sent, appointment statuses, and more. You can manage which Users have access to the report and its data via the user permissions page.

Access the Report

Define the time frame for which you'd like to view the data.  Once a time frame is defined, the system will automatically pull the respective data and reflect it as seen in the tables.

Users

Monitor user counts (Office, Mobile, and Orderers), invites sent to users, and invites accepted by users.

Appointments

Monitor appointments created, appointments scheduled by status, average time from an appointment’s creation to acceptance by a Mobile User, and more.

Misc

Monitor the most productive Mobile Users, total Mobile Users used, and top state volume-wise.

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