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.

Chart: # Outbound Referrals over Time

Overviews the quantity of referrals your organization has sent throughout a year.

Chart: # eBooked Appointments Provided over Time

Overviews the quantity of eBooked (sent through Caredove and booked with a date or, 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 an entry to your inbox within the period. 

Chart: # Inbound Referrals, by Primary Service Category

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 1 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. 

Spreadsheet: Outbound Referral Raw Data

Overviews complete outgoing referral data for referrals sent from your organization.

Learn more about Raw Data Reports.

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