BrightManager is pleased to announce the following updates made on our platform.
Release Summary
To cater to the different ways users want to view their reports, we are enhancing our existing report base by adding new options for users to segment the reports they generate. Users will now be able to view Aged WIP by staff members. This summary level enables practices to see the work assigned to staff within their workspace, stay informed about pending work that requires processing, and report on which clients’ staff are allocating their time resources to by expanding the report rows.
The Aged WIP by Staff report also includes the drill-down feature found in the by Client summary. User can drill down into the data displayed in the report to navigate to a pre-filtered view of the Work In Progress page where they can view the individual WIP entries that comprise the summary data displayed within the report.
Aged WIP by Staff
- Users can view the WIP in their practice categorised by clients and the age of the WIP entries
- They can also drill down to see how much of the WIP is attributed to each practice staff member.
- Users can easily navigate to a pre-filtered view for detailed record management and billing processing.
Report Page Features
Drill Down Function:
This interactive feature allows users to explore individual records that contribute to the overall report figures. By delving deeper into the data, you can gain a better understanding of how each record affects your practice reports and view the data from multiple perspectives.
Wide Filtering Selection: Customisation: Filtering options allow users to tailor the report based on their specific needs or preferences, enabling them to focus on the most relevant data.
Report Highlight Section: Efficient Review Process: Stakeholders or decision-makers can review high-level totals before diving deeper into the individual components, speeding up the overall review process.
Save Report Function: Consistency: Save your recurring reports using reporting views and access consistent data formatting and configurations, improving the reports' reliability and standardisation. Increases time efficiency by allowing quick access to saved reports without having to redo filter settings.
Exportable reports: Export and save your reports for easy offline access, facilitating information sharing within your practice. This promotes increased collaboration and enhances transparency with clients regarding data. Build a data archive for future reference and support your practice's auditing processes.