Creating a Progress Report in the PWS Application

Creating a Progress Report in the PWS Application

Introduction

Progress Reports track your practice's KPIs over time, allowing you to:
✅ Compare KPIs against goals
✅ View averages
✅ Analyze trends

This guide explains how to generate and analyze a Progress Report.

Steps to Create a Progress Report

  1. Click the "Progress" menu item in the navigation bar.
  2. You will be redirected to the Progress Reports page.
  3. Click the "Report Card Type" dropdown and select:
    • Weekly
    • Monthly
    • Quarterly
    • Yearly
  4. Select a Date Range from the following options:
    • This Week / Month / Quarter / Year
    • Last Week / Month / Quarter / Year
    • Custom Date Range (manually select a start and end date).
  5. Click Submit to generate the report.
  6. A line graph will display, showing trends over time with:
    • Total Marker Values
    • Marker Value Averages over the selected period
    • Marker Goals for the selected timeframe


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