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Reporting & Data
Get more information with reports, and find out how to manage your data
How do I export data out of WriteUpp?
You can export data out of WriteUpp for your records or for further analysis using our Data Export Tool. The data you can export using this tool is as follows: Patient Demographics Appointments Notes Invoice details When using the data export tool, the formats available are: Patient Demographics - Excel or CSV file Appointments - Excel or CSV file Notes - PDF Invoice details - CSV file
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Can I see examples of the reports/charts?
Please see below for examples of the reports currently available within WriteUpp. Finance Appointment income by Month Displays income derived from appointments by month: Appointment income by Type Displays income derived from appointments by appointment type and by month  purposes For security and performance reasons you can import 500 records at a time. If you have multiple thousands of records you will nee
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What activity/performance information is available?
To view activity or performance data from across your practice, open the Main Menu top left and choose Activity. From here you can view information on both attended and non-attended activity: For both tabs, you can choose a date range and filter by both appointment type and clinician, and choose if you'd like to see non-patient appointments. The attended activity t
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How do I set KPI targets?
KPI targets are set within your Settings. Go to **Settings **-> General and scroll to the bottom of the page. Here you will find 'Business Targets' where your Monthly Target Income can be set. Once you have specified your target we will derive a number of other KPI's for you and display these alongside your actual performance in the Dashboard, which you can access from the mai
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What financial reporting is available?
To analyse, report on or export financial information click on the menu in the toolbar: and select Finance: Use the tabbed interface to select the information that you require:  the data import tool also provides a neat way to enter a small number of records VERY quickly Just open up the Data Import tool. Type in your data making sure to tab in between each data element and then map the data to the appropriate field in WriteUpp, see below: Once, you've completed the mapping click on IMPORT,
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What happens to my data if I stop using WriteUpp?
If you unsubscribe from WriteUpp your account will remain accessible until the expiry date of your subscription. You can see when this date is by going into the account section in settings - see below: If you stop using WriteUpp for whatever reason you can export your data until the expiry date. Thereafter, your account will be closed. Your data will be held for 45 days from this e
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What task related reporting can I see?
To see a view or report of your individual tasks or practice wide tasks click on the menu in the toolbar: and select Tasks: From here you will be able to see both Active tasks and Completed tasks. You also have the option to expand the view so that you can see all tas
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