Skip to main content
The Reports section gives you two ways to analyze your organization’s data: choose from a library of pre-built reports covering every major area of the platform, or use the custom report builder to select your own data source, columns, and filters. All report results can be exported to CSV for further analysis in any spreadsheet tool. Select Reports from the left sidebar. The page opens with the pre-built reports tab active by default. Use the tab switcher at the top to move between Pre-Built Reports and Custom Report Builder.

​
Pre-Built Reports

Pre-built reports are ready to run immediately — no configuration required beyond optional filters.

​
Report categories

Clients

Client intake volume over time and release authorization renewal tracking.

Programs

Program enrollments by status and status change velocity across workflow stages.

Pipeline

ACA pipeline leads by status with total and average enrolled monthly premiums.

Operations

Queue wait times from check-in to served, broken down by reason and date.

Security

Staff activity from the audit log, grouped by staff member and action type. Visible to Owner and Admin only.

​
Available pre-built reports

  • Client Intake Volume — New clients registered over time, grouped by day, week, or month.
  • Release Auth Renewals — Marketplace release authorizations expiring within a selected window (30, 60, 90 days, or all upcoming).
  • Program Enrollments by Status — Active cases grouped by program type and current workflow status.
  • Status Change Velocity — How long clients spent in each program status before transitioning, at individual and aggregate level.
  • ACA Pipeline & Revenue — Pipeline leads by status with total and average enrolled monthly premiums.
  • Queue Wait Times — Average check-in to served wait time from queue entries, by reason and date.
  • Staff Activity — Audit log grouped by staff member and action type.

​
Running a pre-built report

1

Select a category

On the Pre-Built Reports tab, choose a category from the list on the left — Clients, Programs, Pipeline, Operations, or Security.
2

Select a report

Click the report name you want to run. A description and filter panel appear on the right.
3

Apply filters (optional)

Set any date range or other filters shown in the panel. Filters vary by report — for example, the Client Intake Volume report lets you group results by day, week, or month.
4

Run the report

Click Run Report. Results appear in a table below the filter panel, along with a chart where applicable.

​
Custom Report Builder

The custom report builder lets you choose a data source, pick exactly which columns to include, and apply your own filters before running.

​
Data sources and columns

Pulls from client profiles, demographics, contact info, and case numbers.Available columns: Client ID, Full Name, Date of Birth, Phone, Email, Address, Case Number, Language, Created.

​
Building and running a custom report

1

Open the Custom Report Builder tab

Click Custom Report Builder in the tab switcher at the top of the Reports page.
2

Choose a data source

Select Clients, ACA Pipeline, or Queue from the data source selector.
3

Select columns

Check the columns you want to include in your report. You can select as many or as few as needed.
4

Apply filters (optional)

Add any filters to narrow results — for example, filter by a date range or a specific status value.
5

Run the report

Click Run Report. Results appear in the table below.

​
Saving a custom report

Once you have configured a report you want to reuse, you can save it for later.
1

Click Save Report

After configuring your columns and filters, click Save Report.
2

Enter a name and description

Give the report a clear name and an optional description so you and your team can identify it easily.
3

Confirm

Click Save. The report appears in your saved reports list and can be opened and re-run at any time.
Use descriptive names like “Open Pipeline by Staff — Q3” so saved reports are easy to find later.

​
Exporting Results to CSV

After running any report — pre-built or custom — you can download the results as a CSV file. Click the Export CSV button above the results table. Your browser downloads a .csv file named after the report. Open it in Excel, Google Sheets, or any spreadsheet application.
The CSV export includes only the rows currently displayed in the results table, applying any filters you have set.