Running Saved Reports in D-Scribe X

Access "My Reports"
• Locate the navigation bar on the left side of the screen.
• Click 'My Reports" to view your saved reports.
Choose Report Type:
• Select the category of the report you want to run:
⤷ e-Bridge Cases: For reports based on e-Bridge forms.
⤷ CAREpoint Calls: For reports related to CAREpoint calls.
Select the Report:
• Click on the specific report you want to run from the list of saved reports.
Adjust Time Frame (Optional):
• The report will initially display data based on the time frame you set when creating the report.
• To view data for a different period:
⤷ Edit the Date Range: Use the date picker or other provided options to modify the time frame.
⤷ Click Search: Click the "Search" button to update the report with the new data range. This will not affect the saved report's original settings.
View Report Data:
• Review the information presented in the report. This may include details like the number of calls, call timestamps, and other relevant data.
Access Call Recordings (for CAREpoint Calls):
• If the report includes CAREpoint calls, you may be able to:
⤷ Click on a Call Entry: Select a specific call from the report to view more details.
⤷ Play Recording: Click the "Play" button (or a similar option) to listen to the recording of the selected call.

Video Tutorial:

Important Notes
• Report Availability: Only reports that you have saved (as "Private" or "Public") will appear in "My Reports"
• Data Updates: If new data matching your report criteria becomes available after you run a report, you may need to re-run the report to include the latest information.
• Report Features: The specific features and options within a report may vary depending on the report may vary depending on the report type on your D-Scribe X configuration.
• Help and Support: If you have any questions or need assistance, please contact: support@general-devices.com or call 201-313-7075.