Part of Connect Data & Intelligence
Make your next decision with a clearer picture.
Every Relay customer gets core reporting: a report builder, dashboards and CSV and Excel exports that follow each user's Relay permissions. Teams that want Relay data in their own BI tools can license the Customer Analytics add-on separately.
Reporting & Analytics
- Build reports from permitted records
- Follow outcomes and operational performance
- Export reports for your team
What your team can accomplish
Bring everyday reporting into the work your team already does.
Who it serves
- Program and operations leaders
- Analysts and quality teams
- Executives who report to boards, funders and partners
What core reporting includes
Build a report
Choose from 16 report types across members, referrals, care coordination, the provider network, finance, community needs and population health, with a field catalog and a live preview.
Use dashboards
Dashboards for executives, operations, partner networks, equity and funding, inside Relay.
Export
Download a report as CSV or Excel. Each run is kept in the report's run history.
Access follows Relay roles
Who can view, build, run and download reports follows each user's Relay role, and every query stays within your organization's data.
Schedule delivery
Run a saved report on a schedule and email it to the people you choose, once scheduled delivery is turned on.
Core reporting, Reporting Database configuration and the Customer Analytics add-on
Three things in Relay are called “reporting.” Here is what each one does.
| Comparison | Core reporting | Reporting Database configuration | Customer Analytics add-on |
|---|---|---|---|
| What it is | Report builder, dashboards and exports inside Relay | An administration screen Relay's team uses during setup to review the reporting model and record reporting settings | A dedicated, read-only reporting database for your BI tools |
| Licensing | Included with Relay | Included with setup | Licensed separately |
| Who uses it | Your staff, within their Relay roles | Relay platform administrators | Your analysts, with separate read-only credentials |
| How data leaves Relay | CSV and Excel downloads | Stores settings only | Direct PostgreSQL connections from your BI tools |
Only the Customer Analytics add-on gives your BI tools a database to connect to.
Reporting & Analytics
Your questions, answered
How does our organization get started?
Core reporting is included with Relay, and scheduled delivery uses your email service. The Customer Analytics add-on is licensed separately.
Which export formats are available?
Reports download as CSV or Excel, ready for the tools your team already uses.
Who can download reports?
Downloads follow the same report permissions, so only authorized people can export.
How it connects to the rest of Relay
- Customer Analytics add-on
A separately licensed, read-only reporting database for your BI tools.
- Value-Based Performance
Contract measures, calculation runs and estimates.
- Quality & outcomes
Outcome capture, attribution and measure gap lists.
See reporting with your own questions
Tell us what you report to boards, funders and partners, and we'll show how Relay answers it.
Request a demo