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Navigating the Reports Portal

Learn about how to access and navigate our Reports Console to evaluate your data

Accessing the Reports Console

Single Sign On

Our reports are available to all Supervisor Users and can be accessed via the Reports Console, login with your NHS email address and Surgery Connect password and select Reports

The Phonebar

Alternatively, you can access our Reports Console directly via the Phonebar. Login to the Phonebar, select your initials, Consoles, and then Reports

View all your reports on the left hand side menu


Date Slicer

Use the Date Slicer to narrow down your data to specific time periods

Click on the calendar button to expand the date view


Interactive Visualisations

If you hover your mouse pointer over a visual, three icons appear on the top right

Filters & Slicers:

The "funnel" icon shows which filters are currently affecting that specific visual

Focus Mode:

The "square-in-square" icon expands to full screen for a closer look

More Options:

The three dots enable you to Export Data, Show as a Table and Get Insights


Exporting Data

To export the data hover over a visual, select the three dots and then Export Data

Choose whether to export data with the current layout or summarised data


Stats Box

Hover over graphs to see statistics for individual data points


Focused Data

Select any data point within the dashboard to instantly filter the entire dashboard, allowing for a deeper dive into specific trends

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