Employee Reports
A summary of all the Employee Reports found in Envision and what they do
Click on the links to jump to a report!
Employee Certifications Report
This report shows the certifications created and applied to employee profiles. This report is useful for verifying employee certifications and reminding employees of certifications set to expire soon.
Options Include:
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
Show Active, Inactive, or All Employee Status
Show Active, Inactive or All Certification Status
Expiring Certifications Selection
Sort Options
This report displays the following information:
Employee ID
Certification Name
Start Date
Expiration Date
Report Example:
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Employee Name/Address Report
This report shows employee contact information as entered on the employee profile. This report takes the work out of making a contact list for your business!
Options Include:
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
Active, Inactive or All Employee Status
Sort By Options
This report displays the following information:
First Name
Last Name
Address
City
State
Postal (Zip code)
Home Phone
Mobile Phone
Email
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002YyT&feoid=00N3s00000QF9k7&refid=0EMRd00000964QL">)
Employee Qualified Services Report
The Employee Qualified Services report shows the services entered in the employee profile under the qualified services tab. This report allows you to effortlessly view details regarding employee qualified services like pricing and time.
Options Include:
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
Active, Inactive or All Employee Status
Sort By Options
This report displays the following information:
Employee ID
Service ID
Initial Time
Delay Time
Completion Time
Price
Notes:
Times or prices shown here with a "0" are set to use the default service timing and level pricing.
Report Example:
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Employee Waiting List Report
The Employee Waiting List report allows you to see all clients on the wait list and sort those results for specific employees or teams, locations or dates.
Options Include:
Date Range Selection
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
Sort By Options
Company Selection
This report displays the following information:
Employee Name
Appointment Date
Appointment Time
Duration of Appointment
Check-In Status
Client Name
Service Name
Home Phone
Mobile Phone
Resource (if appliable)
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002YyT&feoid=00N3s00000QF9k7&refid=0EMRd00000964uz">)
Work History Report
The Employee Work History Report essentially compiles information that wouldn't show on the schedule, like circumstances when an employee calls out or leaves a shift early. This report can be helpful when reviewing employee hours and timesheets.
Options Include:
Date Range Selection
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
Sort By Options
This report displays the following information:
Employee
Date
Work Type
Initials
Notes
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002YyT&feoid=00N3s00000QF9k7&refid=0EMRd00000964wb">)
Work Schedule Report
The Work Schedule report shows the work schedule for each employee. You can use this report to print or email schedules to your employees!
Options Include:
Date Range Selection
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
Sort Options
Week or Month View
This report displays the following information:
Employee ID
Scheduled Work Hours
Report Example:
Weekly View
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Monthly View
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002YyT&feoid=00N3s00000QF9k7&refid=0EMRd000009656H">)
Work Schedule Summary Report
The Work Schedule Summary report shows the amount of time an employee was scheduled for each work type entered on the employee work schedule. This report can provide your business with a comprehensive list of scheduled hours.
Options Include:
Detail or Summary
Date Range Selection
Work Type
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
Company Selection (For multi-location businesses)
Sort By Options
This report displays the following information:
Employee ID
Date (Detail)
Work Type
Scheduled Days (Summary)
Scheduled Hours
Report Example:
Detail
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Summary
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