Custom KPI Reports by Email

Automatically Receive Your KPIs via Email

To customize your KPI notifications, follow these steps:

1. Access the User Notifications Page:

• Click the person icon at the top right of the page.
• Select "Settings" from the drop-down menu.
• Navigate to the "User Notifications" page.

2. Edit Current Notifications:

• Click the copy icon located at the far right of the message type.
• This opens a new page where you can retitle and modify the notification by selecting the edit icon.

3. Customize the Notification:

• A panel will open allowing you to:
  • Change titles.
  • Remove KPIs.
  • Reorder KPIs by dragging the rows.
  • Add new KPIs.

4. Add New KPIs:

• When adding a new KPI, a settings panel will open.
• Here you can:
  • Set the date range.
  • Choose to filter the KPI by an individual provider or by the office total.
  • Use the "Add Group" option to categorize the KPIs if needed.