Surgery Connect Help

How to access the Reports Portal to generate reports from your Surgery Connect service.

Accessing the Reports Portal

Reports Portal is an online tool providing you with detailed reports you can use to evaluate your data across your Surgery Connect Service

This report calculates the metrics required by NHS England

Reports breakdown and best practice ideas

The Monthly Management report is sent out at the beginning of each month.

Reports designed to examine your call group data

Reports designed to examine you call data.

Reports designed to identify where SMS are being sent from and by who.

Reports designed to examine your User data.

A brief description of the terms used in Reports

From time to time you may be asked to provide details on your Service by the NHS.

Use Reports to assess you busy periods and help adjust your staffing levels, or change how you manage your call groups.

All of your management reports are stored in the Reports portal, and you can add new recipients to the reports distribution list.

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