Reports overview
What Reports shows about your appointments over a time range, how Fluent counts each number, and who can see it.
What you'll learn
- How to see how your appointments add up over a time range, from languages and customers to how many got an interpreter.
Who can see Reports
Go to Reports in the sidebar. It opens on the Services tab, set to This Month.
Which tabs you see depends on your role at your agency or organization.
| Role | Services tab | Billing tab |
|---|---|---|
| Agency Owner, Admin | Yes | Yes |
| Agency Manager | Yes | No |
| Agency Scheduler, Interpreter | No | No |
| Organization Owner, Administrator, Manager | Yes | No |
| Organization Scheduler, Requestor | No | No |
The Billing tab reports on money, such as revenue and gross margin. See Billing report.
What the Services tab shows
The Services tab, titled Interpreter services, sums up the appointments in the time range you pick. From top to bottom:
- Headline tiles: Total appointments, Languages, Customers, and Fill rate, each with its change from the previous period.
- Appointments: A chart of appointments by status, above tiles for Completed, Scheduled, Voucher, and Mileage.
- Languages, Customers, and Appointment status: Each chart lists its rows with a count and a percentage.
- Teams and Interpreters: Your 10 busiest teams and interpreters. Teams appears only when your agency has more than one team.
- In-person service locations: A map of appointment addresses, beside a table of the cities with the most appointments.
Time ranges and comparisons
The time range menu at the top of the tab sets the days every number covers, such as This Week or Last 90 days.
- Your own dates: set Date Range in the filters.
- Headline tile change: compares the range with the previous period of the same length. This Month compares with all of last month, and Last 90 days with the 90 days before that.
- No change shown: for the All Time and Last Year ranges, for your own dates when the end date is less than 7 days after the start date, and when the previous period's value was 0.
Narrow a report
Filters narrow everything on the tab to the work you want to look at, such as one customer or one interpreter.
- Filters: Click the Filters icon next to the time range menu, select values, and click Apply.
- Chart and table rows: Click a language, customer, or status in the list beside its chart, or a row in Teams or Interpreters, to filter by it. Click it again to clear it.
- Chips: Each value you filter by shows as a chip at the top of the tab. Remove a chip to clear that value, or click Reset in the filters to clear them all.
- Agency filter: Narrows the report to appointments assigned to interpreters of your agency, or of the partner agencies you select.
- What stays set: Fluent keeps your filters and your own dates in this browser. A range picked from the menu goes back to This Month when you reload the page, switch workspace, or sign in again.
How Fluent counts
Every number comes from the appointments that start inside the range. A range that runs past today also counts the appointments already scheduled for later in it.
- Which appointments: Every appointment your agency owns counts, on every team, including the ones you send to a partner agency. If your agency has more than one team, use the Team filter to see one team.
- Fill rate: Fluent divides Assigned, Complete, Canceled, and Late Cancel appointments by those plus Missed and Declined ones. Appointments in other statuses don't count either way.
- Scheduled: The hours from start to end of every appointment that isn't Canceled, Late Cancel, Declined, or Missed.
- Voucher and Mileage: The hours between the start and end times on vouchers, and the miles entered on them.
- Acceptance: The share of an interpreter's offers in the range that they accepted, out of the offers they accepted, declined, or let expire. An offer another interpreter took first, or one closed by a reassignment or a cancel, doesn't count. It stays blank until they have 10 of those offers.
For example, 40 Complete, 5 Assigned, 3 Canceled, and 2 Missed appointments give a Fill rate of 96%.
In an organization workspace
In an organization workspace, the Services tab differs in these ways:
- Which appointments: Only the appointments on the teams you belong to.
- Third tile: Interpreters, in place of Customers: how many different interpreters were assigned to appointments in the range.
- Agencies chart: Takes the place of the Customers chart, and clicking its rows doesn't filter the report.
- Tables: There are no Teams or Interpreters tables.
- Requested By filter: Shows one team member's requests.
Rules and limits
- Reports has no export. To get the rows behind a report, export the Appointments list, as Export data describes.
Troubleshooting
I don't see Reports, or the Billing tab
Your role doesn't include it. Check your role against the table in Who can see Reports, and see Agency roles and permissions for who can change it.
My report has filters I didn't set
Fluent restores the last filters used in this browser. Remove the chips, or click Reset in the filters.