Utilization Report
- Meagan Prost
Cloud Knowledge Base Home / Reporting / Utilization Report
Unlock the full potential of your Employee Assistance Program with EAP Expert Cloud's robust utilization reports. Gain unparalleled insights into program effectiveness, usage patterns, and employee well-being, empowering you to make data-driven decisions that drive success.
Section Learning Objectives
Learn how to tailor utilization reports to meet specific organizational needs and preferences.
Gain proficiency in selecting and arranging relevant data fields to generate insightful reports.
Understand the essential parameters required to generate standard utilization reports effectively.
Discover the advanced reporting functionalities available within the EAP system for in-depth analysis.
Key Focus Areas
Who This Section Is For
This section's target audience is geared toward program managers, counselors, coordinators, and other senior leadership team members.
Button Glossary
Explore the valuable buttons in the top menu bar while navigating the Utilization Report module.
EAP Expert Button | Description |
|---|---|
New 
| This button empowers you to generate a new item within any module where the feature is accessible. Choose from the drop-down list to initiate the creation of a new element in EAP Expert Cloud. |
Audit 
| Click this button to generate a list of files with missing data required for more accurate report generation. |
Batch 
| Use this button to streamline batch report generation for multiple groups, adhering to the dates and frequency specified in each client organization's profile under the 'Utilization Report' tab. |
Preview 
| Click this button to run and preview the report. Once prepared, you can choose how to export and share the report outside of EAP Expert Cloud. |
Manage Settings 
| Access this area to view and manage utilization report templates you've created, adjust their settings, and save changes when working with a specific template under the 'Settings' section. |
IBox 
| IBox, short for Information Box, offers a rapid search function for organizations/groups. This button enables efficient access to information on covered services and benefits. |
Help 
| This button connects you to essential help resources, including information about your EAP Expert Cloud system, a direct link to request a software update, access to this Knowledge Base, and the option to provide us with your valuable feedback. |
CSV Data Import 
| By clicking this button, you can access comprehensive instructions and import diverse data into your EAP Expert Cloud system using a CSV file. |
Service Request 
| This button is a quick shortcut to complete a service request, functioning as an expedited method for initiating a new file creation process. |
More Options 
| When you spot the icon featuring three horizontal dots, hover over it to reveal additional buttons within the module you are working in. |
What You Can Do
Customization Magic
Unlock the secrets of tailoring utilization reports to match your organization's unique needs and preferences perfectly.
Data Mastery
Become a data maestro as you gain proficiency in selecting and arranging relevant data fields, transforming them into captivating and insightful reports.
Report Generation Wizardry
By mastering the essential parameters, you can swiftly generate reports that provide a clear snapshot of your EAP's performance, empowering you to make informed decisions.
Advanced Analysis Alchemy
Delve into the advanced features of EAP Expert Cloud and unlock its full potential, equipping yourself with the tools to conduct in-depth analysis and gain valuable insights into program performance.
