Performance report generation

Purpose

1.1. Automatically generate comprehensive performance reports for ABA therapists, consolidating session data, staff attendance, client progress, and compliance metrics.
1.2. Ensure timely delivery of actionable staff insights for supervisors, HR departments, and administrative audits.
1.3. Standardize reporting for regulatory compliance, quality assurance, and continuous improvement processes.
1.4. Reduce manual errors and free up clinical time for higher-value activities.

Trigger Conditions

2.1. Scheduled: Generate reports weekly, monthly, or per payroll period.
2.2. Event-driven: Trigger on completion of session logs, supervisor sign-off, or HR review.
2.3. Manual: Activated by administrator, supervisor, or HR staff via dashboard or command.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Use Sheets API to fetch therapist logs and attendance; configure scheduled export to PDF.
3.2. Microsoft Power Automate
• Feature/Setting: Automate from completed Microsoft Forms; configure report creation via Power BI API.
3.3. Airtable
• Feature/Setting: Use Airtable automations to compile records and trigger summary with Airtable Scripting Block.
3.4. Salesforce
• Feature/Setting: Run scheduled Apex job to aggregate performance objects and email report PDF.
3.5. Zoho People
• Feature/Setting: Workflow triggers on timesheet approval; use Reports API to auto-generate summaries.
3.6. SAP SuccessFactors
• Feature/Setting: Schedule report via Employee Central Reports API; deliver securely to HR inbox.
3.7. BambooHR
• Feature/Setting: BambooHR Webhooks and Reports endpoint; filter for therapist department and automate report send.
3.8. Workday
• Feature/Setting: Custom report scheduled via Workday Web Services (WWS); trigger export to SFTP.
3.9. Namely
• Feature/Setting: Use Namely API for retrieving employee data; push summaries with standard email automation.
3.10. ADP Workforce Now
• Feature/Setting: Event-based triggers for timecard completion; automate custom report using ADP DataCloud API.
3.11. Hubstaff
• Feature/Setting: Use REST API for timesheet retrieval; create reports with third-party PDF generator.
3.12. Slack
• Feature/Setting: Scheduled workflow posts report summary to HR channel using Slack API chat.postMessage.
3.13. Asana
• Feature/Setting: Asana webhooks for task completion; use Python SDK to assemble report and send via email.
3.14. ClickUp
• Feature/Setting: ClickUp Automations trigger on list update; compile performance metrics via API.
3.15. Trello
• Feature/Setting: Power-Up triggers or webhooks for session card moves; use REST API to export data for report.
3.16. Smartsheet
• Feature/Setting: Smartsheet API fetches attendance sheet; scheduled delivery of filtered report.
3.17. Kronos Workforce Central
• Feature/Setting: Export reports triggered by completed shifts using Workforce Integration Manager API.
3.18. SFTP/FTP Server
• Feature/Setting: Periodic file drop triggers, auto-fetch for report ingestion and consolidation scripts.
3.19. DocuSign
• Feature/Setting: Use event triggers post-e-signature on HR forms to kick off report process.
3.20. Gmail
• Feature/Setting: Scheduled search for keywords; auto-forward relevant emails to Google Apps Script for report assembly.

Benefits

4.1. Ensures objective, consistent therapist performance tracking.
4.2. Reduces admin burden and eliminates manual compilation.
4.3. Shortens feedback cycle for staff development and compliance review.
4.4. Enhances transparency and audit-readiness for therapy practices.
4.5. Centralizes historical recordkeeping for audits and organizational improvement.