After you open Admin Reports, a row of tabs appears under the header. Click a tab to open that area.
Most tabs have a date range, groups picker, and export at the top of the page. Archive is search-only. MAR Review is a review queue, not a filtered report.
Tabs
- Overview — totals, charts, and an activity table for the groups and dates you choose. See Overview tab.
- Team Summary — who tracked what. Use the Staff / Self-reporting toggle when both views are available.
- IR Summary — incident reports for the selected profiles and dates.
- MAR Summary — medication administration for the selected profiles and dates.
- MAR Review — approve pending MAR version changes. Visible to managers, billing users, and supervisors when MAR is on the plan. A red dot appears next to MAR Review while you have unapproved changes for profiles you can review. The dot stays until those items are approved.
- Compliance Log — account events such as required-document signatures, MAR affirmations, incident reports, team and group changes, EVV edits, and schedule changes. Filter by date range, search (actor, event, signature, or summary), event type, and groups. Export CSV downloads the filtered list. Newest events are first; scroll to load more.
- Archive — deleted files from Supporting Docs and Health History. Use the search box on that page. Archive does not use the date range or groups picker from Overview.
You will not always see every tab — the list depends on your role and plan. Supervisors may only see MAR Review.
Team Billing, EVV Sessions, and EVV Settings are not Admin Reports tabs. They appear under Scheduling when Scheduling is enabled (Team Billing / EVV Sessions only if EVV is on the plan), or under a separate EVV item when you have EVV without Scheduling.
Incident Reports in the main navigation opens the inbox for the profile you have open. IR Summary in Admin Reports rolls up many profiles at once.
Common questions
- Where did Team Billing go? — It requires EVV. Open Scheduling → Team Billing if Scheduling is enabled, or EVV → Team Billing if you have EVV without Scheduling.
- Where is the EVV visit list? — Open Scheduling → EVV Sessions or EVV → EVV Sessions, depending on which top-nav item your organization has.
- Do tabs remember my filters? — Date and group choices stay in the URL on tabs that use those filters. Archive only keeps its own search.
- Can guests open these tabs? — No. Guests stay on Analyze. Supervisors may see MAR Review only.