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Smart Inbox Reporting FAQs
Smart Inbox Reporting FAQs

Frequently asked questions about the Smart Inbox Reporting

Faye avatar
Written by Faye
Updated over a week ago

General access

How do I find my Smart Inbox report?

When logged into the Smart Inbox there is a “Reporting” button on the far left side menu, clicking on this will open the report in the Smart Inbox.

I can only see a Sample Report (example data), how do I get one for my practice?

Currently the Smart Inbox report is in early access mode and practices who want access can sign up to a waiting list. Getting access is done on a first come first serve basis and we prioritise those using the Smart Inbox. We will let you know when your report has been added to your account. To join the waitlist please fill out this form.

I cannot access the waitlist form, what should I do?

Please contact your eConsult Account Manager or the eConsult support team by emailing practice.support@econsult.health and they will add you to the waitlist on your behalf.

What software are you using to produce the reports?

We use a product called Mixpanel to display the data to practices, no patient data is saved to this product.

Data questions

What data is reported on?

The eConsult Product team has worked alongside a number of practices in order to create these reports and continues to take feedback on new report ideas or updates that practices would find helpful.

The data behind the reports is built from user activity within the Smart Inbox including signposting activity, patient messaging details, median time taken for certain activities and workforce usage data. The report also includes eConsult submission details, for example eConsult template type (clinical, admin or eConsult Lite). We use a tool called Mixpanel to display the data and no patient data is shared with Mixpanel.

Can I hide some reports from being visible for all Smart Inbox users?

At the moment this level of customisation isn’t possible, however, we are happy to remove the reports entirely for your practice. We will not be able to provide these reports separately to specific team members. We hope this is something we will be able to offer in the future.

What does “% converted” mean?

This value appears when you hover over the data in some graphs. At the moment this metric does not provide any value in the context that it is used, therefore please ignore. We have fed this back to Mixpanel since we would like to hide it to avoid confusion. See an example below:

Some of our practice staff aren’t showing in the reports, why is this?

This is likely because they have performance cookies disabled. To start having data collected for these staff members please ask them to follow these instructions:

When viewing the Smart Inbox in Edge or Chrome:

When viewing the Smart Inbox in the Toolbar:

  • Click on your name in the top right hand corner of the Smart Inbox

  • Click on the “Log out” button

  • Click on the “Cookies” link at the bottom of the page

  • Scroll down to “Change your consent”

  • Toggle on consent for performance cookies

  • Click save changes

  • If using an nhs.net email address, click “Login with NHSmail”

  • Or simply restart the Toolbar

If after this data still isn’t showing for that member of staff, please contact us so we can investigate by emailing practice.support@econsult.health.

The data doesn’t appear to be accurate, what can we do?

The majority of the reports in the dashboard are based on user activity in the Smart Inbox. The first thing to check is that all staff members have performance cookies enabled using the above here.

If after doing this, the data still doesn’t appear to be accurate please contact our support team by emailing practice.support@econsult.health so we can look into why this might be.

Can you hide the values that display as “0”?

At the moment this isn’t possible and you can safely ignore this data. We have fed this back to Mixpanel since we would like to hide it to avoid confusion.

Can you display any information about the patient?

At the moment we cannot store any data regarding the patient, therefore it is not included in this report. To get a high level view of patients submitting eConsults, please continue to refer to the weekly/monthly reports emailed to your practice. We hope to change this in the future.

Can you give me access to historical usage data?

We currently only have reliable data from December 2024 and we’ll be adding additional data points as we enhance the reports further. As a result we cannot provide historical data prior to this date.

Customisation

Can I change the date range displayed?

Currently Mixpanel doesn’t allow a viewer to change the date range on the report. We have fed this back to Mixpanel since we agree it would be massively powerful for you to do this yourselves. We hope in the future we will be able to provide the option to customise the date range shown.

Can you change or add something to our report for us?

All requests for reporting changes will be treated as product feedback requests. We hope to be able to address as much of your feedback as possible, but we will not be able to make bespoke changes for practices at this time. Therefore if there are any changes you would like made or any feedback please let the support team know by emailing practice.support@econsult.health.

Can I build and edit my own reports using the platform?

At the moment this isn’t possible but this is something we are hoping to be able to provide in the future.


If you have any questions or you feel that this article could be improved, please feel free to send feedback by emailing us, pressing the emojis below or using the chat button on the bottom right-hand side of this page to speak to the eConsult team.

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