Management Reports

Image Placeholder


Management reports are a great way to keep track of your audits, and provider responses. 


Management Reports



To view management reports: 

  1. From the Dashboard, click the menu on the top right hand side of the screen under your name. 
  2.  Select Management Reports from the dropdown.
  3. Choose the date range in the top right hand side.
  4. You can choose to view either the Confirmation Requests Reports or the PBC List Reports

Confirmation Requests

The following graphs are available:

1. Confirmation Requests count by status
2. Completed Audit Confirmations by Letter Type
3. Average duration of a Request by Provider
4. Average duration of a Request in each Status
5. Top 10 Providers by count
6. Top 10 Clients by count
7. Confirmation Request Volume Per Status


The reports available to download are:

1. Client Summary report - this details the number of confirmation requests sent and complete by client
2.Confirmation request usage report - this lists all request sent, their current status, and the days to complete



PBC List Reports

The following graphs are available:
1. Status Count  - Queries at each status
2. Average time to complete a Query
3. Average duration of a query 'O/S with Client'
4. Average duration of a query 'O/S with Auditor'
5. Average duration of a query 'Submitted'
6. Query Volume


The reports available to download are:

1. PBC Detail Report - this lists all PBC queries, responses and time to complete
2. Average time to complete a quert by client
3. Average duration of a query o/s with client
4. Average duration of a query o/s with auditor
5. Average duration of a query submitted



Action Area Reporting 



To download the full history of queries or request sent you can do this from the action area.

To download reports from the Action Area:

  1. From the dashboard, select Action Area in the tab at the top of the page
  2. Search and sort your required list, so that it is in view on the page.
  3. Select more
  4. Download to CSV