Best Practices for Using Standard and Custom Reporting in Exxat Prism

This Exxat Prism webinar, presented by David (Project Manager) and Kanthi (Associate Director of Customer Experience), reviewed the reporting capabilities in Exxat Prism for program administrators across disciplines. The session covered the two main report categories — Standard (out-of-the-box) and Custom (user-built with pivot capability) — through live demos including patient log reports, aggregate reports, slot sufficiency tracking, preceptor timesheet pivots, and faculty workload analysis. Kanthi also walked through discipline-specific accreditation reporting and previewed upcoming AI sentiment analysis and report renaming features.

View the Slide Deck

Key Takeaways

1. Data quality is the foundation of meaningful reporting. The value you get from any Exxat Prism report is directly tied to how the underlying data was captured. That means encouraging students and preceptors to complete forms, logs, and evaluations in real time (same day), keeping form questions consistent across cohorts so comparisons hold up over time, and collecting both quantitative data (for aggregation) and qualitative narratives (for richer insight, increasingly augmentable by AI).

    

2. Standard and Custom reports serve complementary purposes. Standard reports — broken into raw data, aggregate, and graphical sub-types — are pre-built and maintained by Exxat, ideal for operational needs and accreditation evidence with built-in filters and exports. Custom reports put control in your hands: you pick the data source, choose specific fields, and can build pivot tables to summarize the data however your program needs. 

    

3. Accreditation reporting is becoming a discipline-specific feature. Exxat is moving beyond generic reports toward dedicated accreditation tooling tailored to each program type — already live for Physician Assistant programs (aligned to ARC-PA 6th edition), with Nursing, Social Work, and Speech-Language Pathology rolling out next. Some existing reports already have form-level evidence mapped to accreditation standards (such as PT), making it much easier to identify which reports map to which accreditation requirements without having to hunt through the full report library.

    

4. Reports aren't just an admin tool — students and faculty have access too. Students can run reports on their own data (FERPA-compliant), which creates an opportunity to build accountability and self-reflection into the learning experience, especially valuable for competency-tracking programs where students can see their performance relative to the class. Faculty can also pull reports for the courses they're associated with. Both audiences are often overlooked, but leveraging them can reduce the reporting burden on program administrators while improving engagement.

Meet your presenters: Kanthi Supriya, Associate Director of Customer Experience at Exxat, and David Stocker, Project Manager at Exxat.