To prepare to utilize Motivity's report feature, we recommend you complete the following steps as an organization.
1. Ensure your member profiles are filled out. This includes demographic information as well as any necessary information about clinicians' credentials, licenses, NPI, etc.
2. Ensure your learner profiles are filled out. This includes demographic information as well as the “Background” section which will automatically import into reports.
3. Ensure your learners' programs all have a goal description. This imports into reports, so make sure it does not include any extraneous information that you would not like to pull into your report.
4. Assign domains to each of your learner's programs.
Navigate to the program, click the three-dot menu in the upper right corner, click "Domains" and select which domain and/or sub-domain you would like to assign to the program. Each program can be assigned either a domain or a domain/sub-domain.
5. Assign your clinicians to take the Thinkific Reports Training for Clinicians.
Key Considerations for Reports
Our reports do not limit the number of charts or amount of data that can be pulled into them; however, the more charts that customers have the longer the reports will take to load on Motivity for editing. Please note the following:
- Reports will take significantly longer to load when there are more than approximately 150 charts pulling into the report. This is not an exact number and it depends on a variety of circumstances including internet speed, device used, length of the report, timeframe on the report, amount of data in charts, etc.
- Reports will also take longer to load based on how many data points are on each chart.
- Choosing to load charts automatically upon creation can also increase load time. Customers can adjust the template settings to turn off automatic loading in some/all locations and manually show/hide charts.
- Avoid setting up templates to pull in multiples of the same chart - only one chart can display in the report at a time so having multiples can cause issues when downloading or loading.