Enmantle ships with a catalog of prebuilt reports covering the questions agencies ask most — hours worked, certifications due, medications administered, billing that's aging. Before you build anything from scratch, it's worth knowing what's already there and how to run it.

Open the catalog

Go to Reports. The page opens on a hub. At the top, Your reports gives you three shortcuts — Favorites, Recently Run, and Scheduled. Below that is Browse, the full catalog.

Reports are grouped into collapsible sections by category — Time & Attendance, Financial, Compliance, HR, Scheduling, Clients, Daily Documentation, Billing, and Medications. Click a category header to expand it and see the reports inside, each with a short description.

To jump straight to one, use the Search reports... box at the top — it matches on name, description, and category and expands every section that has a hit.

Pick a report

Each category holds ready-made reports. A few you'll reach for often:

Time Clock Hours — who worked, when, and for how long.
Certification Status — where each staff member stands, with expiry alerts.
Incidents — Monthly UI Log — the DODD-format monthly log of filed incidents.
MAR Log — the medication administration record for what was actually documented.
Billing Aging (30/60/90) — unpaid rows bucketed by how stale they are.

Click a report's name to open it. To keep one handy, click the star icon beside it — it then shows in your Favorites card on the hub.

Filter and run it

Opening a report drops you on its run view with a Filters panel. What you see depends on the report, but it's usually some mix of Start Date / End Date, Locations, Staff, Clients, and status pickers. Set the slice you want, then click View Report.

The results render in a table below, with subtotals and grand totals where the report defines them. If nothing matches, you'll see No records found — widen your dates or clear a filter and run it again.

Use Save filters to make your current picks the default for that report, so it opens pre-scoped next time. Reset saved filters clears them back to the standard defaults.

Export it

Once a report is on screen, the export buttons sit in its header: PDF for a clean printable copy, Excel for a spreadsheet you can pivot, and CSV for raw data to load elsewhere. Click one and the file downloads.

Save it to Your reports

The catalog reports run as-is, but you can tailor one and keep it. Open New custom report from the hub to build a version with exactly the columns and filters you want, then Save Report. Saved reports appear under Custom Reports in the catalog and in your Favorites and Recently Run cards — and only saved reports can be scheduled to email.

Next steps

Want columns the prebuilt reports don't have, or a copy in your inbox on a schedule? See Build a custom report and schedule it to your inbox.
Chasing a specific problem instead of a summary? Use the audit log to trace documentation errors.