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Report dashboard

Guide to using the dashboard configuration feature

K
Written by Katie Airey
Updated over 3 months ago

Using the dashboard configuration feature, you can choose which dashboards you would like to appear on the home screen, as well as under clinical and occupancy reporting tabs.
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To enable the reporting dashboard for your care home, please follow below:

  1. Click Admin.

  2. From Facility management, select Edit facility.

  3. Click on the facility name, then scroll down to facility settings.

  4. Select from the drop-down Management reporting, then click Save.

To configure dashboard reporting, please follow these steps:

  1. Click Reporting, then select Report Admin.

  2. Click on Dashboard configuration.

πŸ“ŒNote: If you are not able to access these areas in the system, that means you may need to request your administrator to complete these tasks.

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