Admin Reports

2. Admin Reports tabs and navigation

After launching Admin Reports, BEHCA adds a secondary navigation strip anchored under the universal header row. Selecting a tab loads that area while keeping filters where those screens reuse the same toolbar. Refer back to Introduction if you need to confirm Premium prerequisites or bookmarks for /manager/dashboard. Tabs on the horizontal strip | Visible label | What it emphasizes | Canonical URL snippet | |----------------|--------------------|-----------------------| | Overview (/manager/dashboard) | KPI cards vs prior period of equal length, charts, staffing table | /manager/dashboard | | Team Activity (/manager/dashboard/user-activity) | Who contributed entries across observable profiles inside your cohort | /manager/dashboard/user-activity | | Team Billing (/manager/dashboard/team-billing) | Financial / EVV adjacency surfaced only when billing tools tied to EVV are enabled | /manager/dashboard/team-billing | | EVV (/manager/dashboard/evv) | Consolidated Electronic Visit Verification + CSV exports (+ archived sessions sibling tab) | /manager/dashboard/evv | | MAR (/manager/dashboard/mar) | Org-wide MAR reporting | /manager/dashboard/mar | | IRs (/manager/dashboard/ir) | Incident reporting rollups (IRs here vs Incident Reports in the global Track row) | /manager/dashboard/ir | | Documents Archive (/manager/dashboard/documents-archive) | Archived attachments / supporting bundles | /manager/dashboard/documents-archive | Plans without EVV tooling automatically hide tabs like Team Billing or EVV—trust what you see rendered for your tenant. Tabs share the same premium guardrails outlined in Introduction. Tab-by-tab synopsis - Overview focuses on rollup KPI deltas, trending charts tied to whichever groups you scoped, plus the staffing table spelled out in the dedicated Overview-tab article below. - Team Activity helps managers audit who tracked what vs which profile/time window intersects your cohort filter. - Team Billing / EVV combine finance compliance features when subscriptions include EVV; CSV exports emphasize regulator-friendly payloads. - MAR summarizes medication administration fidelity across observable profiles respecting your group picker. - IRs is the abbreviated label for Incident Reports aggregates without leaving the staffing context. - Documents Archive may omit Overview’s blue filter rails—consult that screen directly when filtering archived payloads. Detailed filter controls plus KPI narration live in Overview tab — groups, dates, KPIs & table. Separate from Admin Reports tabs: the ⚙️ gear cluster Administrative chores live to the upper-right gear menu: | Gear entry | Typical destination | |-----------|---------------------| | Manage Team (/staff equivalents) | Invitations / roles | | Manage Profiles (/profiles equivalents) | Active vs archived observable records | | Manage Groups | Group scaffolding feeding Admin filters | | MAR Review (when MAR allowed) | Versioned approvals | | Organization Settings | /organization/settings | These maintain structures powering Admin Reports, but toggling them doesn’t behave like swapping Admin tabs. Also note: Incident Reports in the Track row launches the single-profile inbox /ir/{observable}, whereas Admin’s IRs tab summarizes many profiles concurrently. Common questions - I only see Overview + MAR—where’s EVV? — Tabs render conditionally based on subscription actions; confirm EVV entitlement or contact Billing. - Do tabs remember my filters? — Mostly yes for group + date combos on Overview-aligned screens; Documents Archive resets select controls purposely. - Can guests open these tabs? — Admin Reports expects manager/billing permissions; restricted roles keep seeing Analyze-only dashboards. Related articles - Introduction to Admin Reports - Overview tab — groups, dates, KPIs & table - Exports from Admin Reports

3. Overview tab — groups, dates, KPIs & table

Overview is usually the landing tab when navigating to /manager/dashboard. This article covers only that tab’s controls and widgets. Blue filter strip (groups • calendar • refresh) The highlighted blue admin toolbar aligns three pillars: 1. Group multi-select - Includes every named Group configured for your billing account plus No Group Association, which grabs profiles deliberately left ungrouped. - The widget summarizes selections like 2 Group(s) of 2—first number = selected subsets, second = total options. - Dismissing the dropdown autosubmits the filter form so KPI totals and staffing tables reload immediately. Always include No Group Association if ungrouped observables mysteriously disappear from KPI math. 2. Inline calendar range picker Shares the Analyze dashboard’s UX (two anchored months on desktop / one month on narrow screens). Highlights start/end inclusively respecting your profile date format/timezone pairing. Compared to Analyze, Overview enforces a shorter allowable forward horizon (~three contiguous months) before the picker blocks additional days—Analyze often lets you chase a twelve-month retrospective. 3. Refresh / Update The teal Update pill (with rotating refresh glyph) submits the picker even if group chips didn’t move—use whenever you widen/narrow ranges. 4. Export XLS Appears beside the divider when spreadsheets are permitted for your plan. Exports obey the same group + calendar slice currently loaded in Overview. See Exports from Admin Reports. KPI cards (Incident + Duration deltas) Cards render dynamic columns seeded from observable configuration: | Typical column | Highlights | |----------------|------------| | Custom behavior ladders (often Desirable / Warning / Challenging) | Colors match org palettes | | Intervention Strategies | Language may soften for self-reporting-heavy cohorts | | Environment-focused rows (when tracked) | General Environment, Basic Changes, External Influences mirror daily-tracking environment categories | | Health KPI | Mirrors Health observations category | Inside each shaded card you'll find: 1. Incidents tally for the filtered window beside a — same, ▲ from N, or ▼ from N trend versus the immediately preceding slice of identical length (see helper footnote beneath the row). 2. Duration (min) aggregates when durations contribute to that KPI—also trended independently. Muted helper copy clarifies arithmetic, e.g. Arrows compare the selected period (May 12 – May 26) with the preceding 14 days (April 28 – May 11)—the wording uses your profile’s date masks. Immediately after KPI cards finish streaming, deeper charts load below. Expect Loading dashboard… until totals and graphs finish hydrating. Staffing / behavior table (“fleet list”) | Column heading | Typical contents | |----------------|------------------| | Staff | Who logged the tracked entry shown in that row | | Profile | Profile (observable) name | | Behavior | Mirrors the behavior/category label saved on the entry | | Date/Time | Localized timestamps | Exact column ordering may adapt for responsive breakpoints, but headings remain discoverable via screen readers. Empty-state copy when nothing matches filters No data found. Please try changing the date range and/or select more groups When you encounter it: 1. Widen inclusive dates (+ click Update). 2. Reopen the group picker to include dormant cohorts. 3. Verify teams actually tracked inside the narrowed window—Admin Reports won't fabricate blanks. Common questions - Why did every KPI read — same? — Your comparison slice matched totals; widen the span or revisit after fresher telemetry. - Why are KPI numbers missing briefly? — Counts populate after the dashboard shell renders; wait a moment rather than reloading the page. - Analyze showed spikes but Overview is flat. — Analyze charts one profile independent of grouping; Overview honors every unchecked group filter—double-check the multi-select tally string. Related articles - Introduction to Admin Reports - Tabs and navigation - Exports from Admin Reports - Charts and date ranges (Analyze picker differences only)

4. Exports from Admin Reports

Fleet exports originate from whichever Admin Reports tab surfaced the asset; they always reuse the currently committed filter context unless a modal states otherwise. Export XLS (Overview-aligned tabs) Where it appears The Export XLS button sits to the right of the calendar rail on Overview and other tabs that reuse the standard admin filter strip (not Documents Archive or EVV-special layouts that swap controls). Selecting it bundles the same groups + date boundaries already applied to KPI cards into a spreadsheet-oriented download managers can circulate. Behavioral notes - Export contents mirror what you filtered—if a group checkbox is unchecked, those profiles disappear from the workbook tabs. - Large organizations may notice a brief delay while aggregates finish; rely on browser download prompts rather than double-click spamming Export XLS. - Treat downloaded files like any other PHI-bearing artifact (encrypted storage, least-privilege sharing). CSV exports centered on EVV On /manager/dashboard/evv (and archived sessions when applicable), the UI emphasizes Export CSV instead of Excel for regulator-friendly payloads. Apply the same disciplined date + cohort filtering before initiating the download button beside Add Visit. For visit workflows (starting or ending shifts, correcting visits), stay in What EVV is and when you need it and linked EVV articles. Cross-links to generalized export guides For PDF-oriented reporting that may originate outside Admin Reports: - Exporting PDF reports For CSV hygiene, column definitions, spreadsheet tips: - CSV exports for spreadsheets Common questions - Why is Export disabled? — Your plan/tab may omit spreadsheets (upgrade-gated Family tiers) or Documents Archive purposely hides managerial exports until you reopen Overview. - Can I automate nightly downloads? — The website does not offer scheduled pushes; speak with BEHCA support about approved integrations. - Analyze vs Admin export differences? — Analyze exports stay single-profile whereas Admin merges across group selections concurrently. Related articles - Overview tab — groups, dates, KPIs & table - Introduction to Admin Reports

1. Introduction to Admin Reports

Admin Reports summarizes everything your organization tracked rather than whichever profile sits in the profile switcher. Analyze vs Admin Reports | Topic | Analyze → Dashboard (/dashboard/...) | Admin Reports (/manager/dashboard) | |--------|----------------------------------------|--------------------------------------| | Primary audience | Clinicians reviewing one person | Billing / executives / managers auditing the whole cohort | | Data scope | The active profile only | Profiles filtered by Group selections (plus No Group Association) | | Browser title | Analyze Graphs + profile context |Often BEHCA | Admin Dashboard | Overview | | KPI trend cards | Analyze focuses on graphs for one profile | Overview KPI cards aggregate across all selected observables | If you landed on Analyze but need rollup metrics or Excel exports spanning many profiles, you want Admin Reports instead. See Dashboard overview for the Analyze charts walkthrough exclusively. Premium access requirement Admin Reports ships with Premium Provider bundles. Managers and billing users on Premium see the gauge menu entry tied to that organization's subscription tier. Family-focused plans intentionally upgrade-gate the menu entry—you’ll see a disabled label with upgrade messaging rather than /manager/dashboard. How to open Admin Reports On the web 1. Sign in (app.behca.com, au.behca.com, staging, etc.). 2. Click Admin Reports in the top navigation row (gauge / speedometer icon). The submenu lists the tabs that duplicate the horizontal Admin strip. 3. You land on Overview (/manager/dashboard) by default. On narrow or mobile breakpoints the standalone Admin Reports entry may disappear from the top bar altogether. Either widen the viewport or bookmark /manager/dashboard (swap host/country domains as needed). On mobile / compact layouts If you rely on condensed navigation, collapse the header menu (hamburger / compact icon variants) until you expose Overview shortcuts or reopen the bookmarked /manager/dashboard URL referenced above. What opens next? Once authenticated, BEHCA injects an additional horizontal tab strip (Overview • Team Activity • Team Billing • EVV • MAR • IRs • Documents Archive—that exact list adapts per plan capabilities). Detailed descriptions live in: - Tabs and navigation The gear ⚙️ menu still handles Manage Team, Manage Groups, Organization Settings, and similar operations—it is unrelated to Admin Reports tabs. Common questions - I only see per-person charts. — Navigate to /manager/dashboard or open Admin Reports from desktop-width navigation after confirming Premium entitlement. - Is this Analyze Dashboard under a different name? — No. Analyze scopes to the profile switcher. Admin Reports always scopes to whichever groups / ungrouped slice you filtered. - Why do numbers take a heartbeat to populate? — Overview loads KPI values progressively; placeholders or Loading dashboard… appear briefly before counts settle. Related articles - Tabs and navigation - Overview tab — groups, dates, KPIs & table - Exports from Admin Reports - Dashboard overview — Analyze-only recap