How to use KPI reports in Strato?
KPI reports
in Strato are created to help customers operate and work with the data in a
better way.
Currently
there are 5 available KPI reports. They are for free and visible for all the
Auditdata clients:
- Appointments
during the last 12 months;
- Calendar
Stats;
- HI
delivered during the last 12 months;
- HI
Units invoiced;
- New
clients during the last 12 months.
Appointments during the last 12 months
With this
report you can easily check the number of appointments that were created not
more than 1 year ago in Strato:
- In this field you can set up the
time frame for the past appointments. Please note that it cannot be more than 1
year.
- Here you can select the level of
information hierarchy;
- Several options can be chosen here:
Click to turn on Drill down, Filters, Focus mode. By clicking on 3 dots, you
can access a few more options, among them – export the data to CSV or XLSX file
or sort the data.
- Here you can filter the required
data by Office & User, Month, Type, Status, Outcome or Referral.
Calendar Stats
In this report you can get a general information about all the
appointments in Strato during the last 2 years:
- In this field you can set up the
time frame for the past appointments;
- Please use this filter to select
required appointment types;
- Here you can check how many
appointments were booked NOT in the working time frame;
- In this field you can expand or
minimize the information about how many appointments were cancelled or
effective, including by appointment type;
- Several options can be chosen here:
Click to turn on Drill down, Filters, Focus mode. By clicking on 3 dots, you
can access a few more options, among them – export the data to CSV or XLSX file
or sort the data;
- A table with all the data from point
4 is available here;
- Here you can check the information
of many appointments per office were booked, check booking ratio, cancellation
ratio and productivity;
- Here you can filter the required
data by Store or Employee.
HI Units invoiced
In this
report you can check how many hearing instruments were delivered during the
last 12 months:

- In this table you can see how many
HI were invoiced in total by every month;
- Several options can be chosen here:
Filters, Focus mode. By clicking on 3 dots, you can access a few more options,
among them – export the data to CSV or XLSX file or sort the data;
- In this table you can see the total
amount of invoiced HI during the last 12 months;
- Here you can filter the required
data by Category, Type, Service Program or ASP.
HI delivered during the last 12 months
With this
report you can easily check the number of hearing instruments that were
delivered not more than 1 year ago in Strato:

- In this field you can set up the
time frame for the past appointments. Please note that it cannot be more than 1
year;
- Here you can select the level of
information hierarchy;
- Several options can be chosen here:
Click to turn on Drill down, Filters, Focus mode. By clicking on 3 dots, you
can access a few more options, among them – export the data to CSV or XLSX file
or sort the data;
- Please use this filter bar to select
one or several offices or users;
- Here you can filter the required
data by Month, Office or User.
New clients during the last 12 months
With this
report you can check the number of new clients that were added during the last
12 months:

- In this field you can set up the
time frame for the past appointments. Please note that it cannot be more than 1
year;
- Here you can select the level of
information hierarchy;
- Several options can be chosen here:
Click to turn on Drill down, Filters, Focus mode. By clicking on 3 dots, you
can access a few more options, among them – export the data to CSV or XLSX file
or sort the data;
- Here you can filter the required
data by Month, Office/User, Status, Referral or Age.
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