Caredove offers a variety of reporting types to help capture all the data you need. Let's figure out which types of report will be best for you.
What's the difference between Chart and Spreadsheet?
Chart Reports appear in either line, bar, or pie chart form.
To save an image of one of these reports, select the button on the top-right corner of the chart and select which file type you'd like to save.
Spreadsheet Reports download as Excel spreadsheets (.xls files) which allows you to filter, manipulate, and create within them.
What does each individual report capture?
Chart: # Inbound Referrals over Time
Overviews the quantity of referrals your organization has received throughout a year. It's organized by month so you can monitor referral volume per year.
Chart: # Outbound Referrals over Time
Overviews the quantity of referrals your organization has sent throughout a year. This includes referrals staff have sent internally (to their own services), as well as externally (to other organizations).
Chart: # eBooked Appointments Provided over Time
Overviews the quantity of eBooked (sent through Caredove and booked with a date and time) appointments provided by your organization throughout a year.
Chart: # Inbound Unique Referrers over Time
Overviews the quantity of unique individuals that submitted a referral to your inbox within the period. This gives you the quantity of individuals who have submitted referrals to your agency. If one referrer sends 250 referrals, they will only count as one unique referrer.
Chart: # Inbound Referrals, by Primary Service Category
Bar chart overviews the quantity of received referrals separated by service category (ex. Meals on Wheels, or Health Education Classes).
Chart: # Inbound Referrals, by Requester Organization
Overviews the quantity of received referrals separated by requester (sender) organization. Ex. if TestCare sent you a referral for your In-Home Nursing program, then TestCare would show as a bar in this chart.
Chart: # Inbound Referrals, by Recipient Organization
Overviews the quantity of received referrals separated by recipient (receiver) organization. Ex. if TestCare sent you a referral for your In-Home Nursing program, then your organization would show as a bar in this chart. This chart is most effective for Networks, as it can show which agencies receive the most referrals within the network.
Chart: # Services per Inbound Referral
Overviews the quantity of services referred to per referral. This number is usually one service per referral, but it can increase based on the types of referrals you receive.
Spreadsheet: Inbound Referral Summary Data
Overviews received referral summary data. It contains the following information: Listing, Month, # Total Referrals, # Source: Internal, # Source: External, # Source: Signups, % Non-booked, # Unique Referrers.
Spreadsheet: Groups Events Summary
Overviews received group events summary data. It contains information such as: Service Title, Service Address, Event Date/Time, Provided By, Waitlist Enabled, Max Size, # Registered, # Waitlisted, and more.
Spreadsheet: Services List
Provides a list of your services and the various fields associated with those to see a variety of details in one spreadsheet.
Spreadsheet: Organization Permissions List
Overviews all the permissions for users at your organization.
Spreadsheet: Inbound Referral Raw Data
Overviews complete incoming referral data for referrals received at your organization or network. This can be used in multiple ways, but we definitely recommend utilizing pivot tables to analyze the data in more detail.
Spreadsheet: Outbound Referral Raw Data
Overviews complete outgoing referral data for referrals sent from your organization.
Pro Tip: If it's not yet the end of the month e.g., today is July 31, check the timeframe you're using for the report. If you want to capture referrals that have been sent earlier in July, for example, you'd want to check off the Show Future Year checkbox. Or if it's a more specific timeframe, use the Custom date field to specify the exact dates of data you want captured.