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The Acuity Summary Report

This report summarizes acuity activity for your selected profiles and all locations within them over a selected period. The report displays activity as:

Running the Acuity Summary Report

Complete the following steps to run the Acuity Summary report:

  1. From the Reports menu, select Acuity > Acuity Summary. The selection criteria page opens.
  2. On the Selection Criteria tab, select one or more facilities from the Facilities section. Use CTRL+click to select multiple items. Use SHIFT+click to select a range of items. Staff Manager automatically limits the facilities to those set up for Acuity.
  3. Select one or more profiles from the Profiles section. Staff Manager automatically limits the profiles to those set up for Acuity.
  4. Enter a start date in the box or click the calendar icon to use the date menu.

  5. Enter an end date in the box or click the calendar icon to use the date menu.

  6. Select Include Assessment Details (Yes or No). If you select Yes, the report includes the following details for each assessment with the selected start and end dates.
  7. Select an Export Type.
  8. Click Run Report. If you selected the PDF export type, the report is displayed in the Report Output pane. If you selected the Excel export type, an alert window opens to let you select whether to open the report or to save the report as an Excel spreadsheet. It is recommended you users select Save so that you can review the report in Excel.

Be aware that report formatting is not retained when you export a report to Excel.

Viewing the Acuity Summary Report

This report summarizes acuity activity for selected profile or profiles over a selected period. If you selected to run the report without details, the report displays the following data.

If you selected to include details in the report, then in addition to the data listed above, the report also displays the following information for each patient assessment during the selected start and end dates.

Sample Report without Details

Sample Report with Details

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