Reporting in Trella Health Edge

Trella Health offers three standard reports to analyze your individual and team performance, available from the Report tab of the Trella Health Edge application. Reports can easily be configured to a users specifications. The ability to filter the data in the report is also available.

The standard reports available include the following: 

Activities Report

• Activity reports include contact detail 
• Multiple data sets can be configured by the user
• Filters are available
• Scope Book of Business for the Account Executive (AE)
• Scope Book of Business or Company for the manager

Contacts Report

• Gives you the ability to run a report on your contacts with multiple data points
• Scope Book of Business for the Account Executive (AE)
• Scope Book of Business or Company for the manager

Orders Report (if integrated)

• Order reports include contact detail
• Multiple data sets that can be configured by the user
• Filters are available
• Scope for the AE- orders assigned to you
• Scope for the manager- orders assigned to you, or ALL team orders

Note: For the AE's the Contacts Report will only include accounts that you have in your Book of Business. The Activities Report will only pull activities that include contacts that are in your Book of Business. Please make sure you are putting all relevant contacts/accounts in your Book of Business. 

Select Reports from the left hand navigation  

You have the ability to run the reports as they are configured by selecting the Run Now button

To edit the existing report select Edit Report

• The Report Name and the Report Description can be edited
• The data displayed in the report is depicted in the right column- Display
• Data points can be deleted from the report by clicking on the trash can in the tile
• data points in the left column can be dragged into the display by clicking into the tile, hold your mouse down while dragging the tile over to the right, drop it into place to complete the action
• Custom Field data will also be displayed in the left hand column

Note: If you are a manger, you will have the added ability to choose scope

Filter Descriptions

• IN: allows you to search IN multiple fields at once, e.g. searching multiple codes separately 
• CONTAINS: allows you to search within one field, e.g. does the field CONTAIN the query ​
• Fields with the term "FILTER" in the title:  come from fields that are enumerated lists and cannot be pulled into the Display ​section.

Once you have configured the report to your specification, you can

• Save Report 
• Save and Run Report

• You will receive a notification that your report is being prepared
• Under Report Instances you will notice that the report is Queued 
• Refresh your browser and the report will go from Queued to download

• The report will downloaded as a CSV file  
• A filter may be applied 
• You may also create a pivot table
  
  

Example Report Below