Reporting in Health Cloud | Health Cloud Administration

Set up your reporting environment for Health Cloud. Use the report builder to create a basic report and organize your reports to make it easy to find information. You can also find useful dashboard apps on the Salesforce AppExchange and add them to the Health Cloud console.

You can start with a standard report and customize it to your needs. Users can report on any data they have read or read/write access to.

For a fun and engaging learning experience, check out the Reports & Dashboards for Lightning Experience module in Trailhead.

Provide Dashboards
People love the summarized views they get with dashboards, and you can help care coordinators optimize their workload with dashboards. A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.
Provide Referral Management Reports
Enable users to analyze their patient or member referrals with a pre-built dashboard containing reports on important aspects of their referral management.
Understand Which FHIR Objects Need Custom Report Types
To report on Health Cloud data stored in some FHIR objects, create custom report types.