Inspired Analytics Help Center
Inspired Analytics HELP CENTER
Further assistance or customization: operations@inspiredhomecare.net

Inspired Analytics Support

Answers that keep your work moving.

Quick, visual guidance for accessing reports and taking your data with you.

Getting Started

How to access Inspired Analytics Agency

Your agency report must be opened from the original sharing email once. After that first visit, it will be available in your Recent reports list.

  1. 1

    Find the original email

    Open the email that first shared the Inspired Analytics report with you.

  2. 2

    Open the shared report

    Select the report link in the email and sign in if prompted.

  3. 3

    Use Recent reports next time

    After the initial visit, the report will be stored in your Inspired Analytics Recent reports list for future access. Click Inspired Analytics - Agency to access this list.

Your agency report is ready

Open the shared report from the initial email.

Open shared report
→

Inspired Analytics - Agency (Recent reports)

Agency Performance

Can’t find the email? Contact Operations and ask for your agency report to be shared again.

Working With Data

How to export data to Excel

Export the data behind a table when you need to sort, filter, or continue working with it in Excel.

  1. 1

    Select the table

    Click anywhere inside the table you want to export. This displays the table’s visual controls.

  2. 2

    Open More options

    Select the three-dot button. Depending on the table and report layout, the three dots may appear at the top of the table or in the toolbar at the bottom.

  3. 3

    Choose Export data

    Select Export data, choose the available Excel format, and confirm the export.

The three dots may appear at the top
☆ ▣ ♧ ☰ ⛶ ...
Qualifying Completion Date Completed in 24 Hours Completed Same Day
9/10/2026FalseFalse
9/10/2026TrueTrue
9/10/2026TrueFalse
9/10/2026FalseFalse
9/10/2026TrueFalse
Or the three dots may appear at the bottom
REFERRAL_CONVERSION
88.2%
89.7%
100.0%
50.0%
88.2%
↑ ↓ ⇓ ♧ ♢ ▢ ♧ ☰ ⛶ ...
Select the three dots, then choose Export data
☆ ▣ ♧ ☰ ⛶ ...
Qualifying Completion Date Completed in 24 Hours Completed Same Day
9/10/2026FalseFalse
9/10/2026TrueTrue
9/10/2026TrueFalse
9/10/2026FalseFalse
9/10/2026TrueFalse
9/10/2026TrueFalse
⇧Share
♧Add alert
☷Add a comment
⌘Explore this data (preview)
↓Export data
▣Show as a table
⌁Spotlight
◇Get insights
A↓Sort descending
✓Sort ascending
Sort by ›
1 Select the table 2 Find the three dots at the top or bottom 3 Select Export data

Tip: Apply your filters before exporting. The exported file will reflect the report’s current filters and your access permissions.

Sharing a Snapshot

How to export a report to PDF

Create a PDF when you need a fixed, easy-to-share snapshot of the report.

  1. 1

    Prepare the report

    Set the date range, agency, and other filters exactly as you want them to appear.

  2. 2

    Open the Export menu

    Use the drop-down menu in the upper-left corner of the report and select Export.

  3. 3

    Choose PDF

    Select PDF, confirm the available options, and wait for the file to download.

Report menu

Export ⌄
→
PDF PDF Export the current report

Before sharing: Review the downloaded PDF and protect patient or confidential information according to company policy.