Dashboard - Metrics Card

Dashboard - Metrics Card

The Metrics Card displays key data about records within a form, such as the number of completed or uncompleted records. The available metrics are customizable and defined by the specific form. The Metrics Card works in conjunction with the location you have selected in your top right location dropdown and the form selected within the form dropdown of this Card. The form selected in the Listings Card has no impact on the Metrics Card.

The Metrics Card can tell you the total number of records, the total number of complete records, and the total number of uncompleted records for the selected form. Completed and uncompleted records will check the required fields on the form to determine the metrics that are displayed on this Card.

Clevr Metrics Card - Psych Work Order showing the category, form, number of records, completed records, and uncompleted records with a completion percentage graph
 
Any field from the form can also be flagged to appear within the Metrics card as shown highlighted in red below

Clevr Metrics Card - Psych Work Order highlighting the number of cancelled, closed, and open work orders
 
Click on any item within the Metrics Card to open a window that displays all records that match the metric you've clicked on.  You can click on any name within the pop-up window to navigate directly to that person’s record.

Clevr Metrics Card section of Dashboard highlighting the names of the persons within the number of cancelled work orders

Your system administrator determines which cards are available in your implementation.   If you would like to request a card for your dashboard, please contact your Clevr District Lead


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