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

 

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.