Breadcrumb: Org Owner › Analytics and reports
Export Excel reports
Download your clinic's sessions, hours, supervisions and authorization use as Excel workbooks, for a period you choose.
The Reports page turns the clinic's data into Excel workbooks you can keep, share with a payer or work on in a spreadsheet: sessions and hours per learner, one learner's sessions, sessions per aide, supervisions, and how authorized hours are being used. Pick a report, a period and, for some reports, a learner, and download the file.
Before you start
- You work in the web app. The mobile app has no reports.
- What you can export depends on your role:
- Org owners see seven reports, for the whole clinic.
- BCBAs see five reports (not Sessions per RBT or Supervisions), and only for the learners assigned to them.
- If your clinic's access is suspended for an unpaid invoice, Reports opens Billing instead: see Pay an invoice and restore access.
Download a report
- Select Reports in the top menu. Org owners can also select the Reports card on their dashboard.
- In Report, pick the report. The first one is already selected.
- For Learner Session Detail, Target Performance Matrix and Behavior Performance Matrix, pick the learner in Learner; you can type to search. Learners are listed by last name. Tick Include deactivated to add inactive learners, marked (inactive).
- Under Period, pick This month, Last month, Last 30 days or Custom. With Custom, pick the first and last day in Custom range. Authorization Utilization has no period.
- Select Download Excel.
The browser saves the workbook in your downloads folder, named after the report and its dates, and the message Report ready appears. The page keeps your choices, so you can download another period straight away. If something goes wrong, the message Download failed gives the reason.
What each report contains
- Learners Summary: one row per learner, with delivered sessions, scheduled hours, therapy hours, cancellations and no-shows, and a totals row.
- Learner Session Detail: one learner's sessions, each with its planned and actual times, aide, status and hours.
- Sessions per RBT (org owners): a summary per aide and a sheet listing their sessions.
- Supervisions (org owners): completed supervisions, grouped by supervisor on one sheet and by supervisee on the other.
- Authorization Utilization: each learner's authorizations as of today, with authorized, used, projected and remaining hours, and a summary per learner.
- Target Performance Matrix: one learner's targets side by side over the period. It has its own options and can also be viewed on screen: see View and export the target performance matrix.
- Behavior Performance Matrix: one learner's behaviors side by side over the period, grouped by category, with ABC episodes and counts per hour and durations as a share of observed time. Pick which behavior statuses to include; it can also be viewed on screen.
What counts
- The session reports count submitted, completed, cancelled and no-show sessions. Sessions still scheduled or in progress are left out. Therapy hours run from the session's start to its submission; cancelled and no-show sessions count 0 hours.
- Every active learner or aide gets a row, even with nothing in the period. An inactive one appears only if they had sessions in it.
- Sessions per RBT leaves out sessions that have no aide.
- Authorization Utilization leaves out inactive learners and cancelled authorizations. Its date and time are in UTC.
- Periods follow your computer's time zone and include today when they reach it. The workbook is written in the language the app is in when you download it.