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Navigation: Go to main menu → My Dashboards → Select Report |
Instructions
Every Primary staff member will have four personalised Staff Performance Dashboards as can be seen above.
The Personalised dashboards are a scenario created from the Staff Performance Dashboards ( all Primary staff ) that automatically isolates an individual team members performance. An example below
The menu on each dashboard includes a share report button. These reports can be shared via email to the Staff member, Practice Manager or Practice Owners on a weekly or monthly cycle.
To share a dashboard go to this link → Scheduling or sharing dashboard reportsYour Profit Diagnostix support staff will have provided a detailed explanation of the dashboards made available on your data hub at setup. For further information please use the following link to book a call or meeting.
https://calendly.com/profit-diagnostix
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