Report Builder lets administrators create customized reports using caregiver activity, engagement, and reward data.

🎥Walkthrough: How to Use Report Builder

Create a report

• Go to Reporting > Report Builder.

• Select Create New Report.

• Choose the employee group to include, such as All Employees, New Hires, or a custom group.

• Select Next.

• Select the metrics and fields you want to include.

• Available data depends on the information that has synced to your account and the features your agency uses.

• Choose a date range when the metric requires one.

Customize the report

• Add a clear report name.

• Review the selected columns and arrange them in a useful order.

• Remove fields that are not needed.

Generate and export

• Run the report.

• Review the results for completeness.

• Export the report when you need to share or analyze it outside Zingage.

Tips

• Allow enough time for caregiver activity to accumulate before expecting a detailed report.

• Use employee groups to create focused reports for new hires, specific branches, or other segments.

• Confirm that EMR data is current when a report appears incomplete.