Explore your data effortlessly with Lookout Analytics' collection of intelligent dashboards. Each dashboard is designed to quickly answer your queries and present them in the most appropriate format for your team, whether a bar chart or a detailed table.

The dashboards provided by Lookout Analytics assist staff in making informed decisions that align with their role. These dashboards are tailored to specific areas, such as clients, workers, finance, revenue, and operations.

An overview of Members as well as their movements and trends over time.

Tracks Member and service delivery trends.

An overview of Care Workers, their trends over time and turnover analysis.

A look at the types of visit cancellations, at what period they were cancelled, and who they were cancelled by.

A detailed look into raised incidents, their current status and the trends in their categories.

An overview of helper verification renewals, their status rates over time, and those currently pending.

Experiment with creating your own dashboards.

Access to the Lookout Analytics dashboard is determined by Access Roles assigned within Lookout. Each role may be assigned one or multiple dashboards, depending on the specific requirements of the role.

To include a Dashboard in an Access Role, go to the Settings section and select 'Access Roles'.

Select the access role for dashboard access that you wish to provide.

To add dashboards to a staff member's role, go to the edit access role page and find the 'Dashboards' section. Click on 'Add dashboard' and choose the dashboards you want to make available to staff members assigned to that role.

To access Lookout Analytics, navigate to the 'Reporting' tab in Lookout and click on the 'Analytics' button.

The Analytics page will display a selection of available dashboards to explore.

Each dashboard will show a collection of cards displaying data in different forms - tables, charts and metrics.

The key way to explore dashboards are;

With the Date Filter, you can customise the data displayed on each dashboard to show a specific time frame.

To modify the date range, click on the dropdown menu for the Date Filter located at the dashboard's top section.

The Drill-through functionality allows you to explore the data behind a visualization or report.

You can click and drag to select an area of a chart to zoom in on.

You can left-click to bring up the Action Menu > Zoom in, and Lookout will create a close-up of the data surrounding your selected value.

To view the individual records that make up a value on a chart, click on the value and select "View these [Record type]" This will bring up a table with all the relevant information.

To download data from each view, click the three dots at the chart's right-hand corner. This will reveal different data download options such as CSV, XLSX, and JSON or PNG.

Your subscription to Lookout Analytics will come with a set number of seats, which refers to the number of individuals within your organisation utilising the Lookout Analytics add-on.

Unfortunately, it is not possible to share dashboards externally. However, you can download and share the data from each view through your preferred method.