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Export Account Dashboard Report

Updated

Information from an Account Dashboard can be exported as a PDF.

To export Account Dashboard information:

  • Login to the Care Portal.
  • Click on the Account that you want to export the Dashboard information for.

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  • On the Account Dashboard, click on the down arrow on the Export PDF button at the top right.

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  • You will see options for type of report that you can download. Summary and detailed. If you select both them both reports will be downloaded.

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  • Select the report type(s) and click on Export PDF.
  • Sample Summary Report. The Summary report contains Top Alerts, Recent Activity and Task Compliance information.

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  • Sample Detail Report. The Summary report contains Top Alerts, Recent Activity, Task Compliance, Schedule & Weather and Alert History information.

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