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Accessing Reports User Guide

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Presentation on theme: "Accessing Reports User Guide"— Presentation transcript:

1 Accessing Reports User Guide
Original provided by Tonic (A. Lang). Updated by TL

2 Original provided by Tonic (A. Lang). Updated by TL 2.8.2017.
TONIC REPORTING Real-time results from your web/iPad deployed questionnaires can be accessed several different ways within Tonic for those with permission to view data. Individual PDF Reports Excel Export Population Report Operational Utilization Reports Original provided by Tonic (A. Lang). Updated by TL

3 STEP 1: LOGIN TO SURVEY BUILDER
Visit and click Login at the top right. Original provided by Tonic (A. Lang). Updated by TL

4 STEP 2: ENTER CREDENTIALS
User enters their username and password Original provided by Tonic (A. Lang). Updated by TL

5 Original provided by Tonic (A. Lang). Updated by TL 2.8.2017.
STEP 3: VIEW RESULTS On the home screen under active surveys, click the “view results” button to the right of the survey Original provided by Tonic (A. Lang). Updated by TL

6 Original provided by Tonic (A. Lang). Updated by TL 2.8.2017.
Download a CSV file: (comma separated value file - may be opened by excel or numbers) Original provided by Tonic (A. Lang). Updated by TL

7 Original provided by Tonic (A. Lang). Updated by TL 2.8.2017.
PDF REPORTS To review an individual report in a PDF format, click the PDF button next to the desired record. *Note this report also includes the entire consent form Original provided by Tonic (A. Lang). Updated by TL

8 Original provided by Tonic (A. Lang). Updated by TL 2.8.2017.
CONSENT ONLY PRINT OUT Open results in another browser to be given the option to print only the consent forms. Original provided by Tonic (A. Lang). Updated by TL

9 Original provided by Tonic (A. Lang). Updated by TL 2.8.2017.
ALERT Assigned staff will receive an notification every time a new survey has been submitted. By clicking the link, it will direct them to the Tonic website where they must login. The link will automatically take the to that specific patient report for review and print out. Original provided by Tonic (A. Lang). Updated by TL

10 Original provided by Tonic (A. Lang). Updated by TL 2.8.2017.
EXCEL DOWNLOAD By clicking download all responses you are able to export all patient responses into an excel spreadsheet. Original provided by Tonic (A. Lang). Updated by TL

11 Original provided by Tonic (A. Lang). Updated by TL 2.8.2017.
POPULATION REPORT A population report can be run to capture an aggregated, de-identified view of all responses in a given survey. Original provided by Tonic (A. Lang). Updated by TL

12 Original provided by Tonic (A. Lang). Updated by TL 2.8.2017.
POPULATION REPORT Within a population report, data can be filtered by question(s)/answer(s), submission date and source of answers (iPad/web) Original provided by Tonic (A. Lang). Updated by TL

13 Original provided by Tonic (A. Lang). Updated by TL 2.8.2017.
OPERATIONAL REPORTS Original provided by Tonic (A. Lang). Updated by TL

14 MONITOR & OPTIMIZE PERFORMANCE
Power users on the account can run regular utilization reports to monitor performance and usage Original provided by Tonic (A. Lang). Updated by TL


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