Reporting›The Business Intelligence Dashboard

The Business Intelligence Dashboard

Overview

The Business Intelligence Dashboard integrates Ankota with Google Analytics to break down a company's numbers in a transparent way. These dashboards are available under the Reporting section in the Business Intelligence subsection.

To view these boards, a user must:

  1. Have permissions to view the Reporting section of Ankota.
  2. In the same browser as Ankota, be logged into the Gmail account associated with their registered personal administrative profile in another tab.

All Business Intelligence Dashboards (BIDs) require a registered Gmail login. The newest dashboards are in the process of being rolled out to all customers. If a user is logged into the Gmail account and still cannot see a dashboard, Support should be notified so that the Gmail account can be registered.

The Emails section of an admin profile showing a table with columns for Email, Type, Message, Note, and Delete, with one email entry (abcompany@gmail.com) of type "Work" highlighted in red, and a "Save Personal" button below the table with a warning message stating that a Gmail account is required to view Business Intelligence Dashboards.

Caregiver Compliance

The Caregiver Compliance board provides a detailed breakdown of arrival EVV, departure EVV, missed clock-ins and clock-outs, GPS violations, average GPS distance, visits without errors, and caregiver violations. This provides insight into staff behavior and adherence to EVV protocol.

The Caregiver Compliance Audit dashboard displays compliance metrics for the date range Jan 1, 2024 - Aug 24, 2024, with sections showing Visit Arrival Methods, Visit Departure Methods (comparing EVV vs non-EVV usage), Arrival and Departure Clock In/Out Violations, and GPS Violations across multiple visualization types including bar charts and pie charts.

The Caregiver Compliance dashboard displays four sections: Average Arrival Distance and Average Departure Distance (horizontal bar charts showing distances in miles), Any Visit Violations (showing 80.37% of visits without violations and 19.63% with violations), and a table listing caregivers with their violation counts. The table shows caregiver IDs and corresponding violation metrics, with pagination controls at the bottom showing "1 - 100 / 398" entries.

Business Execution

The Business Execution board breaks down hours management — what is scheduled, paid, and billed. This is a way to share general hours and status without exposing internal financial data. No dollar amounts are shown.

Finance

The Finance board is a company overview: it breaks down clients, visits, hours, and billed amounts (billed hours, billable hours, billed amount, and remaining amount to be billed).

The Home Care Activity by Visit Week Start Date report displays a summary table with weekly data spanning Jan 1, 2024 to Aug 24, 2024, including columns for Number of Clients, Number of Visits, Scheduled Hours, Paid Hours, Billable Hours, Billed Hours, Billable Amount, Billed Amount, and Amount to be Billed, with a Grand total row at the bottom showing aggregated metrics across all weeks.

Revenue

The Revenue board summarizes potential financial intake.

Efficiency

The Efficiency board is an extended Authorized vs. Delivered report.

The Efficiency dashboard displays agency performance metrics for the date range Jan 1, 2024 - Oct 26, 2024, with filter options for Agency, Client Name (showing "Exclude Test Braxton"), Care Manager, and Visit Type. The page shows key metrics including Authorized Hours (257,299), Scheduled Hours (198,543), Delivered Hours (195,191), Billed Hours (191,586), and Paid Hours (173,249), along with percentage breakdowns and a "Hours by Week" table at the bottom showing visit types, caregiver names, and hourly data with color-coded bars.

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