This article will show you how to use the reports on the Phorest Health Check Dashboard.
New Insights Dashboard
This dashboard has been updated and is now part of the Insights dashboard. Please check out this guide for more information.
To access the Health Check Dashboard, go to Manager > Reports > Health Check.
In this Article
Using the Dashboard Filters
Use the Date option to filter your report. If you have multiple locations in Phorest, you can also use the Branch Name option to filter to one or multiple locations.
Once you've set your filters, click the Refresh button to update the dashboard.
Getting More Information on Each Report (Tooltips)
To get more information on a particular report, hover over the information button
You can download the information from a single report, or download all reports from the dashboard. The information in the download will be based on the filters you have set on your dashboard.
Downloading a Single Report
To download a single report, hover over the report and click the 3 dots > Download data.
Next, select the format you wish to download in, then click Download.
Downloading All Reports from the Dashboard
You can bulk-download all reports from the dashboard by clicking the 3 dots in the top-right corner > Download > Choose the format you wish to download in > Download.
This will export all reports in a .zip file, which can then be extracted. If you're not sure how to extract information from a .zip file, check out this guide.
Scheduling a Health Check Report Delivery by Email
You can schedule your Health Check report to be sent to you repeatedly by email.
To do this, click the 3 dots in the top-right corner, then select Schedule delivery.
Start by giving your report a Name. This will be the subject of the email, and the name of the file.
Next, choose how often you would like to receive this email under the Recurrence settings, enter the email addresses you wish to send the report to, and choose the Format you wish to receive the report in.
Next, under the Filters tab, verify that your filters are set the way you want them.
As an example, if you wanted to get an email on the 1st of every month that reported on last month's information; Schedule the Recurrence to Monthly on the 1st, and set the Date filter to Previous Month.
Next, under Advanced options, set a Custom Message. This message will be included in the body of the email that is sent. If you're scheduling this email for your team, feel free to add information about what is attached.
Finally, use the Test now button to send yourself a preview of the email. The sender of the email will be listed as email@example.com
Creating Alert Notifications by Email for Specific Targets
With each report on the dashboard, you can schedule email notifications to be sent once a certain target is met.
To do this, hover over a report and click on the bell icon
Next, give your Alert a name, set the Condition that needs to be met to trigger the Alert, enter the email addresses to send it to, and choose the Frequency to check for this condition.
Once the condition is met, you'll receive an email like the one below. The email will come from firstname.lastname@example.org
Viewing and Editing/Deleting Existing Alerts
You can see which reports have Alerts set up by hovering over a particular report. If the bell has a number notification over it, this is how many Alerts are currently set up for that report.
To edit, duplicate, or delete an Alert, click the bell > click the 3 dots beside an alert, then choose what you want to do.
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