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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

How to Access

Reporting>Staff Member Reports>Staff General Attributes

Staff General Attributes.PNG

  • 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 (Options pull from the Location(s) entered in Settings and assigned to staff profiles)

  • 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

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