Understanding the Reports Dashboard
The Reports Dashboard was designed to provide advanced AgilityHealth users with several of most the commonly requested reports. You can also create your own reports! These reports can be immediately downloaded or scheduled to be sent out at a later date.
The roles that can see Reports if the function is enabled for their role are Company Admins, Org Leaders, Business Line Admins and Team Admins. The Reports a role may see will vary based on which reports your company has enabled.
Reports Dashboard Functionality
To access the Reports Dashboard, login to your AgilityHealth account and click on the Reports link at the top right of the page.
Once you are on the Reports dashboard, you will see all the reports to which you have access. If you need information that is not contained in these reports, please submit a ticket with our Customer Support or reach out to your Customer Success Manager for additional assistance.
Next to each report on the right, you’ll see you have one or two icons in the Action column.
The green Generate Report icon will immediately run the report you selected. A pop up window with appear with your report and you can then choose to download the report to Excel.
The red Schedule icon allows you to schedule reports to be emailed on a one-time, weekly or monthly occurrence. The Schedule icon is not available on reports AgilityHealth creates on your behalf.
After clicking the Schedule icon, a pop up window with the Scheduler with appear.
- Click in the 'Send To' field to select AgilityHealth users from your company to whom you wish to email a report(s).
- Click into the 'Reports to Include' box to select one or more reports you wish to send.
- To choose date on which the report will start to be emailed to the recipients you entered into the 'Send To' field, enter a date into the 'Starting On' field or click the calendar icon.
- The 'Send At' field is what time you would like the report to be sent via email to everyone you included in the 'Send To' field.
Filter Report Type
You can click the drop down arrow in the filter area to choose to filter the reports by type - Team, Multi-Team, Assessment and Team Members. You can also enter a keyword in the search bar and any report that has the keyword you entered in it's title or description will appear.
To edit a report, click the green pencil icon next to the report name. Please note: You cannot edit reports that AgilityHealth created for you.
My Schedules Button
Click on the My Schedules button to see the reports you have scheduled to be emailed in the future.
Create Report Button
Click on the Create Report button to begin creating a custom report.
Building a report is tricky business so if you need assistance, please submit a ticket with our Customer Support or reach out to your Customer Success Manager.