Reports & Analytics

Generate comprehensive reports and analyze your ROP screening program performance.

Dashboard Metrics

Summary Cards

View key performance indicators:

Metric	Description
Total Examinations	All-time examination count
This Month	Examinations this month
Active Patients	Patients with recent activity
Follow-ups Due	Upcoming follow-up appointments

Revenue Metrics

Metric	Description
MRR	Monthly Recurring Revenue
ARR	Annual Recurring Revenue
Growth	Month-over-month change

Charts and Visualizations

Revenue Trend

• 12-month line chart
• Monthly revenue breakdown
• Year-over-year comparison

Subscription Distribution

• Pie chart of active plans
• User count per tier
• Revenue per tier

Examination Volume

• Bar chart of examinations over time
• Filter by facility
• Compare periods

Risk Distribution

• Breakdown by risk level (Low, Moderate, High)
• Trends over time
• Facility comparison

Audit Logs

Track all system activity:

Activity Types

Type	Description
CREATE	New record created
READ	Record viewed
UPDATE	Record modified
DELETE	Record removed
LOGIN	User authentication

Audit Log Details

Field	Description
Timestamp	When the action occurred
User	Who performed the action
Action	Type of action
Resource	What was affected
IP Address	User's IP address
Details	Additional context

Filtering Audit Logs

• Filter by date range
• Filter by user
• Filter by action type
• Filter by resource type

Exporting Audit Logs

1. Set your filters
2. Click "Export CSV"
3. Download file with all matching records

Standard Reports

Examination Summary Report

• Total examinations by period
• Breakdown by facility
• Breakdown by examiner
• ROP staging distribution

Patient Census Report

• Active patient count
• New registrations
• Demographics breakdown
• Risk level distribution

Follow-up Compliance Report

• Scheduled follow-ups
• Completed on time
• Overdue appointments
• Compliance percentage

Facility Performance Report

• Examinations per facility
• User activity
• Patient volume
• Comparison rankings

Generating Reports

1. Navigate to Reports section
2. Select report type
3. Configure parameters:
   • Date range
   • Facilities (all or selected)
   • Grouping options
4. Click "Generate Report"
5. View on screen or export

Export Options

CSV Export

• Spreadsheet-compatible format
• Full data included
• Suitable for further analysis

PDF Export

• Formatted report document
• Charts and tables included
• Ready for printing/sharing

Scheduled Reports

Set up automatic report delivery:

1. Create a report
2. Click "Schedule"
3. Configure:
   • Frequency (Daily, Weekly, Monthly)
   • Day/time of delivery
   • Recipients (email addresses)
4. Click "Save Schedule"

Managing Schedules

• View all scheduled reports
• Edit frequency or recipients
• Pause or delete schedules

Data Analysis Tips

Identifying Trends

• Compare month-over-month changes
• Look for seasonal patterns
• Track improvement over time

Quality Metrics

• Monitor examination completeness
• Track follow-up compliance
• Review documentation quality

Capacity Planning

• Analyze examination volume trends
• Identify peak periods
• Plan staffing accordingly

Best Practices

• Review key metrics weekly
• Schedule monthly summary reports
• Export audit logs regularly for compliance
• Compare facility performance
• Use filters to focus on specific areas
• Share reports with stakeholders