Organisation and clinic reports
What platform role do I need - Organisation Administrator, Organisation Coordinator, Organisation Reporter, Clinic Administrator
Organisation Reports can be accessed by Organisation administrators, co-ordinators and reporters. Clinic reports can be accessed by Organisation and Clinic administrators.You can run and download each individual report, or have it emailed to you if the date range is greater that 2 months. For all reports you can adjust the date range, timezone and minimum consultation duration to suit your requirements.
What does each report cover?
There are various reports to choose from. See below for a quick summary of each report.
Clinics report (Org level only): Provides a summary and detailed view of the clinics in your organisation and their activity. It covers key clinic details such as organisation name and clinic name, along with important dates like when a clinic was created, deleted, or last used for a consultation. It shows clinic membership information, including those who have participated in consultations, plus usage figures such as the number of consultations and total call hours.
Organisation report (Org level only): Summarises key organisation-level activity including the organisation's name, when it was created, the number of user accounts and waiting areas. It also covers the number of service providers, the number and total duration of consultations conducted, and meeting room activity.
Service Providers report: Provides details of all Video Call account holders associated with clinics in your organisation, or for an individual clinic if it is a clinic level report, and their activity in the reporting period. It includes a summary and detailed information regarding their role in each clinic, the number of consultations and the consultation durations, their last consultation and last login to the platform and the date their access was granted.
Service Providers Summary report (Org level only): Provides a quick summary of the number of Video Call account holders associated with clinics in your organisation, including their role and permissions.
Meeting and User Room Calls report: Provides detailed information about individual calls that took place in Meeting, Group and User rooms during the reporting period. This report covers call details, the room type (meeting, user, group), timings, host information and connection performance, with participant information de-identified.
Waiting Area Consultations report: Provides detailed information regarding all individual consultations that take place in your clinic waiting area(s) over the reporting period. This includes call details, timings, entry times, session IDs, host information and connection performance, with participant information de-identified.
How to access and run reports
Navigate to your organisation or clinic and click on Reports in the left menu. Next, set the Reporting Period, Timezone and Minimum consultation duration.
Please note: data will run as far back as August 28th, 2019.

By default, the reporting period will show as ‘Today'. Select from the available reporting periods in the drop-down menu, or manually add the required dates.

In this example Last 30 days has been selected as the reporting period. Click Generate to generate reports based on the parameters you have set.

If you have selected a date range of < 2 months, a summary of all the reports for your organisation will be represented by the summary tiles.
These are organised into three categories: Entities (Clinics, Organisations), Roles (Service Providers, Service Providers Summary), Activities (Meeting and User Room Calls, Waiting Area Consultations).
Each tile has a related, detailed report that you can download as an Excel spreadsheet from the platform or have emailed to you, or Click Email to have the report link emailed to you.
This image shows an example of the Entities and Roles reports summaries.

Click on download to download the selected report. An indicator will show on the screen as reports are being downloaded.

If you click on Email you will see this message as confirmation that a link to the report is being emailed to the email account associated with your Video Call account.

If you have selected a date range of > 2 months, the summary card will not appear and you will have the Email option only. This is because the files generated can be large.

To access a detailed report for any of the summary tiles:
For reports < 2 months, either click the Download button or the Email Report button on the desired summary tile.
For reports > 2 months you will only see the Email option.

24 hour report history
There is a History button in the reporting section at both the organisation and clinic levels.

Click on History and you will see the reports downloaded or emailed in the last 24 hours. You can download the reports from there. Any older reports will no longer be available in this view.
