As a Case Manager, you can review the progress of members subscribed to your Organization.
Sections in this article:
- Individual Detail Report
- Meeting History Report
Individual Detail Report
From the Manage Organization page, click on View Subscribers.
Next click on the EAP Members tab and search for the subscriber by first name, last name or username.
Click on the three dots next to the Message button and select Attendance Summary.
You will be taken to the Attendance Summary page which has three tabs: Attendance, Meetings and Certified Meetings.
- The Attendance tab shows their overall attendance numbers by year. See their attendance for previous years by changing the dropdown year option.
- The Meetings and Certified Meetings tabs show the specifics of the meetings they have attended.
- Click the Back arrow button located under the Attendance Summary page name to return to the main Subscribers page.
Meeting History Report
From the Manage Organization page, click on Meeting History.
You can create a report with multiple parameters or export a report for a specific meeting.
To create a report, click the Export button to the right of the Search Meetings field.
A pop-up window will allow you to set parameters on the type of data you would like sent in the report. Once you set the parameters of the data to be included in the report, click Send Report. The report will be emailed to you within 15-30 minutes.
To see the meeting history and download a report for a specific meeting, click on Meeting List tab.
Search for the meeting you would like to export a report for.
The last four columns show the user icon and a number indicating how many users joined, registered, waitlisted or provided feedback.
Click on the icon from the column with the data you want to download. You will be taken to the history for that specific meeting. For example, if you click on the registered column icon, you will be taken to a page that shows all of the members who registered for that meeting and whether or not they joined.
Click the Download button to immediately export the data in a report.
Please note: this will not be emailed to you like other reports may; it will immediately download the report on your computer.
For any questions, contact support@heypeers.com.