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Reports Dashboard

Access and manage all post-operative reports from a central dashboard.

Accessing the Dashboard

Click Reports in the navigation menu to open the reports dashboard.

Dashboard Features

Report List

View all generated reports with:
ColumnDescription
DateReport generation date
PatientPatient name
ProcedureSurgery type
StatusGenerated, Sent, Viewed
ActionsQuick action buttons

Filtering

Filter reports by:
  • Date Range - Select time period
  • Status - Generated, Sent, or All
  • Patient - Search by name
  • Procedure Type - Filter by surgery

Sorting

Sort the list by:
  • Date (newest/oldest)
  • Patient name
  • Status

Report Status

StatusDescription
GeneratedPDF created, not yet sent
SentEmailed to patient
ViewedPatient has opened the report

Quick Actions

From the dashboard, you can:
  • View - Open the PDF report
  • Download - Save the report locally
  • Send - Email to patient
  • Regenerate - Create an updated version

Analytics

Track report metrics:
  • Total reports generated
  • Reports sent this month
  • Patient view rates
  • Survey response rates

Exporting

Export report data to:
  • CSV - For spreadsheet analysis
  • PDF Summary - Overview of report activity
Access export options from the menu icon in the dashboard header.