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    Admin How to run an Analysis Report

    This guide will cover how to run an Analysis Report in Cloud

    Please follow the interactive guide below, a written guide is also available at the bottom of the page.

    Written guide

    1. This guide will showcase how to run an analysis report, under the categories Admin, Care Planning, HR and Roster – and how to navigate this.
    2. First, click the ‘Admin’ app within the ‘My Hub’ dashboard.
    3. Next, click the ‘Visit’ button under ‘Analysis reports’.
    4. This will then direct you to this page. By clicking the application drop down, you will be able to see all the applications.
    5. Once you’ve selected your application, you’ll be able to choose a report category. The categories available will depend on the application you selected, so you’ll only see those relevant to it.
    6. Next, select the report name.
    7. Once you have done these three steps, click the ‘Run Report’ button.
    8. It will then present a list of the reports – this includes the alert detail, client name, alert time and the alert.
    9. Once you have generated the report, you have the options to export this information to Excel or copy to clipboard.
    10. You also have the option to clear a report by clicking the ‘Clear’ button.
    11. For the next example, if you wanted to solely look Analysis reports under Care Planning, click the ‘Care Planning’ app in the My Hub dashboard.
    12. Then, click the ‘Visit’ button under Analysis Reports.
    13. Here you will see in the application tab that Care Planning has already been selected – this is due to clicking the Analysis Reports within the Care Planning app.
    14. The same rules apply – the categories available will depend on the application that is selected, so you’ll only see those relevant to it.
    15. This example is now for the HR app. Click the ‘HR’ app within the My Hub dashboard.
    16. Next, select the ‘Visit’ button under Analysis Reports.
    17. Here you will see in the application tab that HR has already been selected – this is due to clicking the Analysis Reports within the HR app.
    18. The same rules apply – the categories available will depend on the application that is selected, so you’ll only see those relevant to it.