Staff General Attributes

Owned by Danielle Lau
May 30, 2023
2 min read

This report is a way to pull information from staff profiles, within the General Information and Staff Attributes sections, into an excel spreadsheet including: First/Last Name, Locations Assigned, Staff ID, Status, DOB, Address, Username, Title, Email, NPI Number, Languages Spoken, etc.

Step

Description

Good To Know

Step

Description

Good To Know

How to Access

Go to Reporting Dashboard>Staff Member Report Section

Select “Staff General Attributes”

 

  • User must have permission to “View Download Staff Reports”

Report Filters

 

Use any of the 3 filters to customize the data that will be exported:

  • Staff Status

  • Location (Company Account Locations)

  • Staff Name

 

  • All filters contain a search bar to search for specific options

  • By default, the staff status filter is set to “active”

  • By default, the location filter selects all locations

  • By default, staff name selects all active staff

Exporting

 

Clicking “export” will generate an excel file that will download to your computer

  • The excel file will contain data that is based on the filter selections