Reports

The Reports module provides a centralised, structured view of your school’s placement data across slot requests, schedules, onboarding, and site engagement. Each report is fully searchable, filterable, configurable, and exportable, allowing you to analyse data efficiently and take informed actions.

• Understand the purpose of each available report
• Analyse slot requests, schedules, and onboarding data
• Track site engagement and performance metrics
• Use search, filters, and sorting effectively
• Configure columns for customised report views
• Export reports for offline analysis

• Navigate to the Reports icon from the left menu
• The Reports page displays all available reports with category and description
• Click on any report name to open it
• Use search, filters, and column configuration to refine your view

• Reports Overview
• Schedule-level Summary Report
• Comprehensive Slot Request Report
• Site-level Engagement Details Report
• Data Tools
• Video Walkthrough

Reports Overview

The Reports page displays:

• Report Name
• Category (Schedule & Onboarding, Slot Requests, Site Engagement)
• Description of what each report provides

Schedule-level Summary Report

Provides a consolidated, schedule-level view with onboarding compliance tracking.

Filters

• Discipline
• Start Date & End Date
• Schedule Status
• Onboarding Status
• Add Filter:
  • Experience Type
  • Days of Week

Columns

• Schedule ID
• Student Name
• Student Email
• Discipline
• Specialization
• Location / Department / Unit
• Site
• Experience Type
• Schedule Start Date
• Schedule End Date
• Shift
• Days of Week
• Number of Hours
• Schedule Status
• Onboarding Status
• Total No. of Requirements
• Requirement Name
• No. of Requirements Pending
• No. of Requirements Not Approved
• No. of Requirements Approved
• No. of Requirements Expiring 
• No. of Requirements Expired
• Preceptor Name
• Preceptor Email
• Clinical Instructor Name 
• Clinical Instructor Email

Comprehensive Slot Request Report

Provides a complete overview of all slot requests, including approvals, student details, and the request lifecycle.

Filters

• Start Date & End Date
• Discipline
• Experience Type
• Status
• Add Filter:
  • Program Type 
  • Days of Week 

Columns

• Request ID
• Site Name
• Availability Name
• Availability ID
• Location / Department / Unit
• Location (Level 1)
• Department/Unit (Level 2) 
• Department/Unit (Level 3) 
• Discipline
• Specialization
• Requested Start Date
• Requested End Date
• Requested Slots
• Student Name
• Student Email
• CI / Faculty Name
• CI / Faculty Email
• Approved Slots
• Approved Slots with Students
• Approved Slots without Students
• Status
• Approved On
• Requested Date
• Experience Type
• Program Type
• Shifts
• Days of Week
• Preceptor
• Semester
• Rotation Number
• Graduation Month
• Graduation Year
• Created By

Site-level Engagement Details

Provides a site-wise breakdown of engagement, approvals, utilisation, and performance metrics.

Filters

• Start Date & End Date
• Experience Type
• Add Filter:
  • Approval Rate 
  • Confirmation Rate 

Columns

• Site Name
• Number of Requests Made
• Number of Requests Approved
• Number of Requests Declined
• Number of Requests Pending Review
• Requested Slots
• Approved Slots
• Approval Rate (%)
• Average Time to Approve (Days)
• Confirmed / Utilised Slots
• Confirmation Rate (%)
• Locations Requested / Engaged With
• Location (Level 1)
• Department/Unit (Level 2) 
• Department/Unit (Level 3) 
• Students Count
• Ongoing Schedules Count
• Upcoming Schedules Count
• Completed Schedules

Data Tools

Searching

• Use the search bar to quickly locate records across key fields

Searchable fields include:

• Comprehensive Slot Request Report
  • Site Name
  • Availability Name / ID
  • Student Name / Email
• Schedule-level Summary Report
  • Schedule ID
  • Student Name
  • Student Email
  • Site Name
  • Clinical Instructor Name / Email
• Site-level Engagement Details
  • Site Name

Filtering

• Filters are available at the top of each report
• Use dropdowns to refine data based on report-specific parameters
• Use Add Filter to apply additional advanced filters

Sorting

• Click column headers to sort:
  • First click → Ascending
  • Second click → Descending
  • Third click → Remove sorting

Sorting is available across:

• Date fields
• Numeric fields
• Name-based fields

Configure Columns

• Click Configure Columns to:
  • Show or hide columns
  • Reorder columns
  • Freeze (pin) columns for easy viewing

This helps customise the report layout based on your workflow.

Export Reports

• Click Export to download the report data as an Excel file
• Export respects:
  • Applied filters
  • Sorting
  • Column configuration

🎥 Video Walkthrough
Refer to this video for a detailed walkthrough: Reports