Deep Dive: Client Metrics Report

The Metrics reports allows you to download details of Metrics (both default and custom) input Healthie by providers and clients.

Accessing Client Metrics Report

• Navigate to Visualize > Client Metrics
• Apply a date range or provider filter, if needed
• Click Download Report
• Scroll to the top of the page and you will see a banner confirming that your report is generating
• Select the "Generated Reports" link
  • You might need to refresh the page after a few minutes if it does not appear immediately
• Click the "..." for the CSV in Client Documents > Download. 

Best practices in using Metrics Report

This report can be used to see a client's progression over a custom time frame. For each metric, you can see the the date it was input and the number input. 

This is great for:

• Seeing a birds eye view of the progress your clients are making with their various metric goals. 
• Filtering the report to see how specific groups you are working with are doing with specific metrics
• Tracking wellness challenges you are running with clients 
• Looking at where a client started and seeing how far they've come!