Please note: If you do not have access to these features and you are interested in learning more about Birdie Analytics, Please get in touch to talk to a member of our team!
This article is for those using our upgraded rostering. Please see this article to see the full list of reports available to you.
Make the most out of your Birdie Analytics licence by quickly seeing what each report does and when you would use it. For more guidance on how to download reports, see this article- How to download files from Birdie Analytics.
To see the full list of reports and their uses, please see this article.
Report name & Link | What is it? | When would I use it? | When does the report update? |
This report will show you all future visits that have been scheduled in your agency. You can now filter using the name of the person whose rota you want to drill into. | You can schedule and share this report with your care recipients or care professionals so that they have visibility over their rota for the week. | Hourly | |
To ensure that all visits scheduled with Birdie are appropriately funded, this report enables the user to see which scheduled visits are lacking this information and can be consequently rectified in the agency hub. | Users of this dashboard can incorporate it into a wider company process to ensure that all visits have funding, e.g. schedule this report to be delivered to you weekly, such that you can add funding to those visits flagged without it. | Hourly | |
This report shows a list of requested carer absences, including what kind of absence it is and the start and end date. | You would use this report to see a complete list of all of your absent carers. This can help you with scheduling and templating visits. | Hourly | |
See visit logs formatted for electronic call monitoring requirements. These reports use the invoice audited times as actual and delivered times. | This report will be helpful to your finance team, which can use this to support confirming visits for payroll. | Hourly | |
| See visit logs formatted for electronic call monitoring requirements. These reports use reported check-in/check-out times from the carer's mobile device (unless overridden by an admin) as actual and delivered times | This report can help you to understand the consistency of the check-in times of your care professionals and provide insights as to why there may be forced check-ins for certain addresses. | Hourly |
| Carer audit to see if calls are starting on time and ending on time, with drill-downs per client and per carer. | You can use this report to view which carers are consistently on time, and which ones are not. Also, you can use this report to view any calls that are consistently underrunning or overrunning, to speak to the client or the local authority about extending/updating their call time. | Hourly |
An overview that focuses on metrics from Carers & Clients, Invoice & pay breakdowns, and SMS monitoring. | You would use this to get an immediate overview of critical financial metrics. Helping you improve your financial performance. | Hourly
(Some tables within the dashboard may update every 24 hours) | |
An overview that focuses on metrics from visit & Client management, cancellation tracking, and risk management. Everything your team needs is now in one accessible place. | You would use this to get an immediate overview of critical care metrics. Helping you improve service quality while working smarter with your data | Hourly
(Some tables within the dashboard may update every 24 hours) | |
| An overview that focuses on metrics from workforce management, training compliance, absences, and staff utilisation. Everything your team needs is now in one accessible place. | You would use this to get an immediate overview of critical workforce metrics. Helping you improve staff management while working smarter with your data. | Hourly
(Some tables within the dashboard may update every 24 hours) |
A weekly report on the number of hours and visits delivered, punctuality, tasks, observations and medications completed, broken down by individual carer. | Evidence appraisals or further training. Agencies may use this to rank their carers and drive promotions on good care delivery. Allows you to be more objective than subjective. | Hourly
(Some tables within the dashboard may update every 24 hours) | |
A weekly report on your carers, showing a list of all your carers in terms of clients visited, punctuality, tasks, observations & medications completed, and notes left. | Evidence appraisals or further training. Agencies may use this to rank their carers and drive promotions on good care delivery. Allows you to be more objective than subjective. | Hourly
(Some tables within the dashboard may update every 24 hours) | |
| Taking inspiration from the CQC KLOEs and ratings, this high-level report helps you evidence your KLOEs on data from Birdie and your rostering system. From safe and person-centred, to responsive and caring. | Monthly. Monitor your Q Score to ensure the rating is going up. Drill into each metric and create actionable steps. Save and showcase during inspections. | Every 24 hours |
This is your best resource for keeping track of your onboarding progress, and we recommend checking the report at least once a week during your implementation. | Use this report to drill down into the data to see where you still need to add information to your client and carer profiles. | Every 24 hours | |
Planned versus actuals: A complete report that shows all the scheduled calls with their planned check-in/out time and duration, and the actual call times with check-in/out time and duration. | Many agencies schedule this report to be sent to their local authority to demonstrate compliance with them. You can also schedule these to be sent to you as CSV (Excel) files to write notes next to any discrepancies. | Hourly | |
A report showing you the demographic details of your clients, such as DOB, gender, and address, as well data to show if they are regulated care, groups and service start date. | To get a quick overview of your client's personal information and to see where you may have to add additional information. | Hourly | |
A report to show when a client's Waterlow score has changed. | You would use this for a quick overview of a client's Waterlow score, and to support the reviewing of their risk status and care plan. | Hourly | |
A high-level report showing how many clients you have in comparison to the past few months, including new packages, existing packages, and lost packages. (i.e. passed away or left the agency). | Get a quick insight to see how your business is growing. Keep an eye on the balance between new and lost packages. | Every 24 hours | |
A list of all observations and notes logged by carers. Showing the time of the observation, as well as the carer and notes. | A good report to filter by client and share with their family members to keep them in the loop. This is also a good first step towards evaluating care and creating graphs to evidence an improvement or decline in health. | Every 24 hours | |
A report showing when a client's risk level has changed. It shows when it was changed, by who and the reason why this was changed. | To see a quick overview of care recipients changing risk levels. This report can allow you to see whose care plans may need to be updated to match their risk level. | Hourly | |
This report will show you a count of notes created across your agency, including a helpful breakdown by type. | A great report to get an overview of notes created across your agency, including the ability to see a breakdown by note type and note count over time. | Hourly | |
This report shows the number of clients with a selected medical history. Select a medical condition using the filters at the top of the report to see the number of clients in your care with this condition/ history, and a list of client names. | Use to identify trends in medical histories and match appropriately trained carers to clients. | Hourly | |
This report shows the percentage of clients with up-to-date assessments (based on the filter at the top: select from 30 days, 90 days or 180 days). It also shows the number of clients with outdated assessments and a breakdown of the initial assessments and additional assessments completed for each individual client. | Use this report to evidence up-to-date assessments, and to support clients who may have outdated assessments. If you'd like to download a list of the clients who need their assessments to be updated, click on the number shown above 'Care Recipients with Outdated Assessments' and download it from here. This will give you a targeted list so that you know which assessments to prioritise. | Hourly |