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Running Reports: The Totals Report

 

In this guide we will cover:

  • The benefits of using the Totals Report
  • How to run the Totals Report

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The Totals Report allows you to capture quantitative data on engagement across the various features within the app. 

 

The totals report provides quantitative data around the staff activity across an area within the app.  You can use this data to help identify staff who may need additional support. Changing the report parameters gives you control over the information presented. 

  1. Select Admin from the top navigation and then Reports from the left hand navigation bar.
  2. Under the management heading, click on Totals Report.
  3. Select the date field according to preference. You can choose to change the date to created on or updated on, or leave set to object specific which will vary the date field according to the object you are interested in.
  4. Change the date range. 
  5. Choose the staff you wish to run the report on.
  6. Narrow the parameters of the report to reflect the information you wish to see. We would suggest starting by deselecting all fields and selecting only those you wish to report on.
  7. Scroll down and click submit.
  8. The report will open in a new tab.