Understanding the Reports Tab: Your Guide to Roundtrip’s In-App Reporting
Learn how to make the most of your organization’s transportation data available right within the Roundtrip Portal.
The Reports tab within the Roundtrip Portal gives you a clear view of key metrics and trends, helping you monitor performance, spot issues early, and make data-driven decisions based on your organization’s transportation data. It's an essential tool for staying on top of operations and optimizing your workflows. Continue reading to learn more about how to access our in-app reporting and make the most of your data:
Overview of Roundtrip’s In-App Reporting
Roundtrip’s in-app reporting gives your organization a clear, accessible view of transportation performance and trends, right where you manage your rides. Our reports are designed to empower you and your team to make smarter, more data-driven decisions with ease. With in-app reporting, you can:
Access Data On-Demand
With in-app reporting, you can instantly view key metrics without waiting for scheduled reports or manual exports. All reports are in a centralized location right within the Roundtrip Portal.
Get Real-Time Insights
Our in-app reports are refreshed hourly, helping you make decisions with the most current and up-to-date data.
Secure Sensitive Data with Role-Based Access
The Reports tab is only available to users with Super User/Admin access, so only the right users can access sensitive data.
Make Data-Driven Decisions
Reporting dashboards feature pre-built visuals and analyses to help you quickly identify trends, uncover inefficiencies, and monitor performance with actionable insights.
Looking to dive deeper or view the data from a different angle? You can easily export the raw data and analyze it however you’d like.
Navigate Data with Confidence
Our in-app reports are designed for ease of use, so even non-technical users can explore data confidently and efficiently.
How to Access In-App Reporting
For users with Super User/Admin access, in-app reporting can be accessed by clicking the Reports tab at the top left corner within the Roundtrip Portal.
Once in the Reports tab, you can select the report that you’d like to view from the dropdown on the far righthand side. Once selected, the report will automatically load on the page.
Which Reports are Available in Roundtrip?
Depending on your organization’s configurations, there are several different reports that may be available for viewing:
- Rides Data Extract: This report surfaces ride data and details for all transportation scheduled for your organization within Roundtrip.
- Member Level Ride Report: For Health Plan organizations, this report provides insights into member ride utilization.
- Operational Insights: This report serves as a centralized hub for understanding your organization’s transportation performance, ride trends, and Roundtrip engagement from multiple angles. To learn more about some of the data points and analyses available in the Operational Insights report, you can view our dedicated glossary here.
- Transportation Activity: This report gives insights into timing and frequency of ride responses from Transportation Partners that serve your organization.
- Grievance Summary Report: For Health Plan organizations, this report provides insights into grievances reported to Roundtrip regarding the member’s benefit or transportation experience.
General Navigation Types for In-App Reporting
Setting Filters within Your Report
At the top of each reporting dashboard, you’ll find a control panel. This allows you to configure the date range and set filters to have more control over the data that populates on your dashboard. The control panel and filters available may vary across reports and views within each report.
Once you’ve adjusted these filters, the data on the dashboard will update automatically. Please note, however, that filters will only persist during your current session within the report. If you navigate away from the report in-app and come back at a later time, you will need to set your desired filters again.
Accessing Dashboard Views
Some reports may have multiple views within the dashboard. Each view typically offers focused metrics and insights based on specific topics. These appear as tabs at the top of the report dashboard.
Simply click on the tab you’d like to access to navigate to that view.
Exporting Raw Data
For some visuals and tables within your dashboard views, you may have the option to export the raw data associated with that analysis. To export the raw data, hover over the table or visual within the dashboard. A menu should appear in the upper right corner.
Click on the ⋮ icon on the menu. This will expand a sub-menu to select how you’d like to export the raw data - either as a CSV or a standard Excel file. For best results, we recommend exporting as a CSV.
Once selected, the file will automatically download to your device. You can now open the downloaded file to manipulate the data as needed.
How to Get Support
For questions regarding your organization’s reporting configurations, we recommend contacting your designated Customer Success Associate for further assistance.
For issues with in-app reporting or general functionality questions, please contact our Support Team at rideqa@roundtriphealth.com for further assistance.