Creating a New Report

 

The first thing you need to do when creating a custom report is to configure the settings on the Configure Report screen.

 

  1. Select Report Source: This section will specify the area of the system that will allow you to generate report data. For an easier way to search, use the F2 feature (for more information on this feature click here)  or simply click on Search by Field Name. Doing so will allow you to search for both table and field names. You will not be able to change the Report Source after saving.
    Common Sources Only: If this box is checked, the list of report sources will be limited to ones that are commonly used. Checking a box next to the Select Report Source dropdown will display this truncated list to the user.
     

  3. Advanced View: Change the view by clicking here. Click on Simple View to change back.

  4. Select columns for reporting: Double click fields here to show in the detailed section.

  5. Display Name: This is the name of your report.

  6. Description: This is a description of the Report you are creating.

  7. Category: Select the category you would like the report to show in when accessing from ClinicTracker or BillingTracker.

  8. Layout: How the report will show on the your screen.

  9. Enabled: Place a check mark in this box to make it accessible to users.

  10. Show in Reports: Place a check mark here to show in the general reports list. You may want to leave this unchecked if the report is meant to be accessed through a specific form.

  11. Personal Reports: Place a check mark here to show in a staff member's Personal Reports.

  12. Form Visibility: You can choose whethor this report should be shown or hidden on patient data entry forms by default. This item can also be adjusted on the Form Mapping tab.

  13. Staff-Mapped Fields: Only available if the data source fields have staff-mapped fields.

  14. Detail Section: Add items by double-clicking the desired field names in the Select Columns for Reporting. You can rearrange columns by dragging them to their desired location. A right-click feature is also available if you would like to delete a column.

  15. Grouping: Grouping Fields are used to organize the data on your report. You can rearrange the fields by highlighting the desired group and using the up/down arrows located to the right. A right-click feature is also available if you would like to delete a field.

  16. Sum Numeric Fields: If this box is checked, a sum of numeric detail fields will be displayed in the group footer.

  17. Show Group Count: If this box is checked, the total group count will show in the report.

  18. New
  19. Save Report
  20. Preview Report
  21. Add Parameters: Configure parameters to show on report. This button will change to Edit Parameters when there are parameters configured.
  22. Add Filter: Configure filters to show on report. This button will change to Edit Filters when there are parameters configured.
  23. Add Sort Order: Configure sort order.
  24. Form Mapping: Enables you to make the report available directly from patient forms and paperwork items. For this feature to be available, you must have patient related fields selected in the details section of the report.
  25. Show Reports
  26. Lock Report

For additional training, please see our Training Video Series. 

 

Now that the report is created, click here for instructions on Viewing the Report.

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