Custom KPI Reports by Email

Get the KPIs you're interested in emailed to you automatically.

To edit the current KPI notifications, select the copy icon at the far right of the message type. The new page can be retitled and modified by selecting the edit icon.

After selecting to edit, a panel will open where you can change the titles, remove, change the order by dragging the row, or add new KPIs.

After selecting the KPI to add, the settings panel for it will open where you set the date range and whether it's filtered to an individual provider vs. the office total for that number. The Add Group option is to categorize the KPIs if interested.