Reports
The Reports page is where institution administrators generate exports for clinical activity, evaluations, checkoffs, rosters, compliance, and template catalogs.
Overview
Open Reports from the main navigation. Choose a report category, set filters, select who or what to include, then generate or download. Large exports often run in the background and download when ready.
Report types
| Type | What you get |
|---|---|
| Students | Clinical logs, evaluations, Vision checkoffs / skills checkoffs, voice sims (when available), or CLR (JSON / DOCX) |
| Preceptors | Evaluations of preceptors; checkoffs they finalized |
| Locations | Evaluations and checkoffs aggregated by clinical site |
| Classroom Roster | Members, schedule tracks, sites/units, and weekly hours by classroom |
| Compliance | People × requirements status matrix from a compliance template |
| Templates | Catalog export for skills, evaluations, course objectives, program outcomes, courses/assignments, or checkoff templates (paid plans) |
Exact subtypes depend on your plan. Vision-focused institutions may see a narrower set centered on checkoffs.
Generate a report
Students, Preceptors, Locations
- Select the category and report format.
- Optionally filter by classroom, location, and date range.
- Search or sort the preview table; select the rows to include.
- Click Generate Report and wait for the download (CSV for most; CLR also offers JSON or Word).
Smaller selections and tighter date ranges finish faster.
Classroom Roster
- Choose Classroom Roster.
- Optionally filter classrooms, locations, archive status, and member role.
- Review the preview, then download (typically CSV).
Compliance
- Choose Compliance.
- Select the compliance template (and role / cohort / status filters when shown).
- Generate or download the matrix export.
Requirements themselves are configured under Settings → Compliance; Reports shows status against that template.
Templates
- Choose Templates (not available on Free Trial).
- Pick the template subtype.
- Filter active vs archived, select templates, and generate.
Tips
- Filter before you select all—focused reports are faster and easier to review.
- Use Classroom Roster before placement windows to confirm sites and schedules.
- Run Compliance regularly ahead of rotations, not only at audit time.
- Keep the browser open until background downloads finish.
Troubleshooting
No rows in the preview
Clear date, classroom, and location filters; check archive filters; confirm data exists for that type.
Generate fails or never downloads
Try fewer selected records, check download / pop-up settings, and retry. Contact support if it keeps failing.
Templates report unavailable
Upgrade from Free Trial. Confirm you are an institution administrator.
Compliance looks incomplete
Confirm the correct compliance template is selected and that people are in scope for your filters. See Compliance and Placements help.
Related features
- Classrooms: Rosters and schedule context for roster reports
- Placements: Clinical sites (Locations tab) used in location filters
- Compliance: Document review that feeds compliance status
- Templates: Source data for template exports
- Billing: Plan access for some report subtypes
Support
For reporting questions: [email protected]