A report is a saved, reusable definition made of sections — charts, tables, narrative, and KPI cards — each drawing on one of your account's data sources. Build one by hand, or describe what you want and let the AI composer draft it for you.
Creating a new report
The Reports tab is available at access level 4 and above. From it, open the report builder to start a New Report. Give the report a title and (optionally) a description and a category — Clinical or Administrative — then add one or more sections. Building a report only defines it; running and exporting it are covered in Viewing reports.
Choosing a data source
Each section draws on a single data source:
- Surveys — survey completions, scores, subscales, and completion rates.
- Clients — client counts, admissions, discharges, and length of stay.
- Users — user counts by status.
- Alerts — alert counts, notifications, and acknowledgement metrics.
The measures and dimensions available in a section depend on the data source you pick.
Adding chart, table, narrative, and KPI sections
Use the Add section button and choose a section type:
| Section | What it produces |
|---|---|
| Chart | A Bar, Line, or Pie chart. Pick a measure for the value axis, a dimension for the x-axis, and optionally a dimension to break the series down by. |
| Table | A table of rows. On the Surveys, Clients, and Alerts data sources you can switch between a summary (aggregated) table and a detail (row-per-record) table. |
| Narrative | A block of prose with live data placeholders (see below). |
| KPI Cards | One or more single-number metric cards drawn from the data source's aggregate metrics. |
Filtering a section
Each section carries its own filters, shown as chips. Use the Add filter control to add one — for example a date range, program, or status filter — then edit or remove it from its chip. Filters scope the data that section reports on.
Reporting on surveys that weren't completed
A section on the Surveys data source reports on completed surveys only, until you add a Survey Status filter — that filter is what opens the section up to the other states: Active / Pending, Expired, Skipped, and Dismissed.
Two further fields describe a skipped survey. Skip Reason is a fixed list (Client declined, Client unavailable / absent, Clinically inappropriate at this time, Medical or cognitive barrier, Language or literacy barrier, Other), so you can filter and group by it to see why surveys go unanswered rather than only that they did. Skip Note is the optional free text and is available as a column. Both are empty on any survey that wasn't skipped.
What a completion rate counts. The denominator is every survey assigned in the window — including pending, expired, and skipped ones. Dismissed surveys are excluded, because dismissing means the assignment itself was a mistake. The one exception: if a section's own Survey Status filter explicitly asks for dismissed surveys, they are counted, so a report built to examine dismissals doesn't come back as a flat 0%.
Writing a narrative with placeholders
A Narrative section is prose you write, with placeholder tokens that fill in live values when the report runs. Insert them from the section's placeholder menu. Examples include {{results.avgScore}}, {{results.completionRate}}, {{results.totalClients}}, and report/parameter tokens like {{report.date}} and {{params.dateRange}}. The available placeholders match the section's data source.
Drafting a report with the AI composer
When AI is enabled for your account, a new report opens on the AI composer — a chat that asks "What data can I show you?". Describe the report in plain language and it drafts the sections for you; you can then refine them in the builder. To build entirely by hand instead, choose the manual option to create your own report. For a deeper walkthrough of the assistant, see Lens assistant.
Saving your report
Click Save to store the definition. Saved reports are reusable — anyone with access can run them from the Reports tab and set their parameters at run time.
Next steps: running and exporting
Once saved, run the report from the Reports tab, set its parameters, and render it. Running, viewing, and exporting to PDF are covered in Viewing reports.