Accessing and Viewing Report Cards in the PWS Application

Accessing and Viewing Report Cards in the PWS Application

Introduction

The PWS Application uses data from Key Performance Indicators (KPIs) entered into Data Sheets to generate Report Cards that display your practice's overall wellness score.

This guide explains how to access, view, and filter Report Cards.

Steps to Access the Report Cards List

  1. Click the "Reports" menu item in the navigation bar.
  2. You will be redirected to the Report Cards List View, which displays:
    • Created or Modified Date
    • Overall Report Card Score (Letter Grade)
    • Report Card Type (Weekly, Monthly, Quarterly, Yearly)
    • Date Range Type
    • Date Range
    • Actions:
      • View
      • Edit
      • Delete

Filtering the List View

To narrow down Report Cards displayed:

  1. Click the "Filter Report Type" button.
  2. Enter a From Date and To Date to filter by a date range.
  3. Click Submit to apply the filter.
  4. The list will update to show Report Cards for the specified date range.

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