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Course

Reporting, Dashboards, and Data Analytics

Business Management

(2639) Auditing Employees Using Applied Epic Reports


Content Level: Intermediate

Personas: IT/Operations Manager, Office Manager

Products: Applied Epic

Monday, October 6, 2025
1:00 PM - 2:00 PM PT
Have you ever wanted to know what your employees are doing in Applied Epic®? Or maybe you’ve wanted to compare their productivity to another employee/team? Join this session to learn how, with a handful of reports, you can quickly review important areas, such as Attachments, Activities, Policies (created and updated), Clients (created), and Claims, to better understand the daily work performed within your organization. Users attending this session should have a basic understanding of Applied Epic Reports and Excel Pivot Tables.