Report Building for CAREpoint 3 Calls

Creating CAREpoint Call Reports in D-Scribe X

1. Access the Search Function:
   • Locate the navigation bar on the left side of the screen.
   • Click “Search” to open the report creation interface.
2. Choose Report Type:
   • CAREpoint Users: 
   ⤷ Select “CAREpoint Calls” to generate reports on incoming calls.
   
3. Define Search Parameters:
   • Operator Position: If you have multiple workstations, specify the relevant operator position(s) (e.g., “Operator Position 1,” “Operator Position 2”).
   • Call Type:
   ⤷ Select “Incoming Call” to include answered calls in the report.
   ⤷ Select “Unanswered” to include missed calls in the report.
   • Time Frame: Specify the desired date range for the report (e.g., “Last Week”, “This Month”).
   • Resource: If needed, select specific resources to include in the report. Leaving this blank will include all resources.
4. Save the Report:
   • Click “Save As”: Once you’ve set the parameters, click the “Save As” button.
   • Name the Report: Enter a descriptive name for your report (e.g., “Answered Calls - January 2025”).
   • Add a Description (Optional):  Provide additional context or information about the report.
   • Set Visibility:
   ⤷ Private:  Choose this option to save the report to your personal account only.
   ⤷ Public:  Choose this option to make the report accessible to all users in your D-Scribe X system.

Video Tutorial:

 Important Notes
• Explore Parameters: Familiarize with the various search parameters and option available to create customized reports.
• Report Management: D-Scribe X likely has features to manage your saved reports. Explore options to edit, delete, or organize your reports within the "My Reports" section.
• Documentation: If you need further assistance, refer to the D-Scribe X documentation or please contact email: support@general-devices.com or call: 201-313-7075.