We are now rolling out our new reports, a few at a time, over the next few weeks
To access them, simply find the new 'Surgery Connect' tab in the menu of the Reports Console
These new reports focus on aligning calculations across reports, bringing relevant measures closer to NHS Cloud-Based Telephony definitions, and making the reports more interactive. You can now work with longer date ranges more effectively, making it easier to look beyond the day-to-day picture and explore longer-term trends
Existing reports will continue to run alongside the new reports for a period, giving you time to get familiar with the new experience
By upgrading the analytics platform underneath our reporting, we can build on a more consistent foundation as we develop the next generation of Surgery Connect reporting
Learn how to navigate the new Reports with our Navigating the Reports Portal help guide
Menu Overview: What’s New?
Service Summary
The Summary Page: This overhauled landing page (previously the overview page) provides an instant snapshot of your practice
New Features: It now includes a summary of your enabled products/features and a 7-day trend chart showing call volumes and stats
Call Reports
Unified Views: We’ve merged Inbound Call Stats and Inbound Number Overview into one page to reduce navigation time
NEW Outbound Tracking: You now have access to brand-new reports specifically for monitoring Outbound Calls
Dedicated Hourly Views: To keep your main dashboards clean, hourly breakdowns have been moved to a separate sub-page within the Inbound/Outbound Call Reports
Group Reports
Refined Accuracy: We have updated the logic for "Missed" and "Answered" calls. These calculations now exclude abandoned calls, giving you a more realistic view of your team’s workload
Callback Statistics: Improved accuracy in callback reporting helps you better understand how this feature impacts your queue management
User & SMS Reports
User State Timeline: Enhanced accuracy for staff status tracking, providing better visibility into team availability throughout the day
Combined SMS Insights: We’ve consolidated multiple SMS pages and added new charts to help you track message sources and delivery outcomes more effectively
Feature Reports
Improved Responsiveness: The Check and Cancel stats page has been optimised to handle data more effectively, making it easier to audit patient-led appointment changes
Take a look at our new Surgery Intellect & Surgery Insights Reports. Available now in the Reports Console