Reports

The Reports tab on the Birth Registry head generates registry, benchmarking and filing exports, hands you the finished files to download, and keeps the Filed reports ledger of what you submitted. It’s a read-and-manage surface: a Viewer can open it, generating an export needs the manage-records role (Admin / Provider), and a Scribe is denied.

Set the reporting window with From and To at the top — the period-scoped exports are computed over that range, from your finalized records only.

A paid tier

Exports are part of advanced analytics. On a plan without it — and without the accreditation add-on — the page shows “Exports are part of advanced analytics” with an Upgrade to unlock button. Your free coarse benchmarks stay available on the Benchmarks tab regardless.

The export families

CABC accreditation indicators

Sentinel events and the required outcome rates for the selected period, computed over your finalized records. Select Generate JSON.

Practice-level aggregate counts and the headline benchmark targets for the period. The ACNM Benchmarking Project submission has a consent step that must be completed first — Prepare ACNM report for <year>:

Contact person 1 (must be an ACNM member) and an optional Contact person 2, chosen from your practice’s members.
The contact’s ACNM member ID.
Two permission questions: Permission to publish practice and Permission for BirthTracks to send this data to ACNM.

Select Save consent — the panel then shows Consent recorded (or Consent required until it’s complete), with who recorded it and when. Your answers are recorded for the reporting year and travel with the generated report.

Before generating, Review worksheet opens Review the <year> worksheet — the exact values the export will contain, computed by the same code that writes the file, so the screen and the submission can’t disagree. You can correct a value before submitting; a short reason is required, and the export records both the computed and the submitted value.

A third card, State-mandate per-course filing, produces an identified one-row-per-course filing for a chosen Jurisdiction, shaped for that state’s approved registry organization. It is advanced-analytics only — the accreditation add-on alone does not unlock it.

Recent exports and downloads

Exports are computed on a queue, not inline. Each request appears under Recent exports with its Export, File and Status; the panel polls until the status reads Ready (or Failed), at which point a Download button appears. When there are none yet, the panel reads “Exports you generate will appear here, ready to download.”

Downloads sit outside the subscription paywall deliberately: a lapsed account can still download its own generated data, for data portability.

Mark as filed, and the Filed reports ledger

Generating a report is not the same as filing it. When you download the copy you actually submit to ACNM, CABC or the state, select Mark as filed next to it under Recent exports. That records the submission in the Filed reports ledger; the button then reads Filed. Generating a report on its own never creates a filing — only marking one does — so you can regenerate and compare copies freely without cluttering the record.

Filed reports, at the bottom of this same tab, keeps one durable row per submission, per year, indefinitely — unlike Recent exports, which is per person, last ten, and expires. Each filing keeps its contact and consent snapshot, so it stays readable even after the generated file has been pruned; View re-renders its detail from the record, and Re-download regenerates a fresh copy. Re-filing a year supersedes the prior entry while keeping it in history.

Next steps

Import from CSV — bring records in from another system.
Printing & list downloads — the per-roster export and print toolbar.