Knowledge Base for Admins

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Knowledge Base for Patients

Executive Usage Report

Sections

Corresponding Clinician Articles

Executive Usage Report - a kind of report that represents only the relevant info for the Executive View:  

  • CUSTOMER - Client Name  
  • CIRCLES – total number of Circles funded by the Client
  • CASES TOTAL USED - the number of cases used for the selected period  
  • CASES USED,selected period - the number of created cases funded by the client during the selected period 
  • MONTHLY CASES CREATION RATE - the ACTUAL sum of the Cases Creation Rates of all Circle members through all the Circles the Funder funds for the selected period  
*Displayed in the format ‘Cases used, [Month Year]’  
*For any period of filtering always the latest change is taken into the count        
  • SUBSCRIPTIONS - the number of subscriptions funded by the client for the selected month
  • VALUE, selected period - total value the client is charged (for the selected billing period)  
           SMS are not included into the statistics

 

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You can select whether to export the report for all the funders (including the archived clients) or for the particular funders included into the Executive Usage report.