WayCool Software, Inc.

What reports are and when to use them instead of scrolling record lists.

Reports Overview

Running a Report

Reports by CoolFocus Module

How to save a filtered list as a segment: Filter, Columns, Save As… / Save Grid As…, Segment Name, Save Segment — and where it shows up later.

Saving Your Own Report

How Center Overview and Center Statistics count tests, at-risk visits, Changed Minds, Care Net months, prenatal vitamins, and material assistance.

Center Report Details

What Center Overview and Center Statistics mean: distinct/new/repeat clients, intentions, tests, ultrasounds, and where material counts come from.

Center Overview & Center Statistics Reports

Why Care Net, Center Overview, New Clients, and Changed Minds can disagree — and why that is expected.

Why Your Center Report Numbers Differ

Jonathan Marbutt

Reporting

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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