A simple guide to start using Lightning Bolt's Analytics features.
Analytics is a great tool to help you find additional information for topics such as assignments, personnel, request modifications, schedule changes, and more.
- Click Analytics
- Click on the question mark on the right side of the report's name to see details of the report.
- Click on the specific report to open it
- Select the appropriate options for the required filter
- Note: you will not be able to generate a report if this field isn't filled out.
- Note: you will not be able to generate a report if this field isn't filled out.
- Click Close & View Report in the lower right corner to populate the report.
- To search for a specific provider/assignment/etc., use the search bar at the top right corner.
- If you would like additional filters, click Advanced Filters at the bottom
- The filters box should appear again. Select the additional filters box on the right side and click the X at the top right corner of the box.
- You can also export the report by clicking Export to Excel in the lower right corner