2.0 Reporting - Tips & Tricks

2.0 Reporting - Tips & Tricks

Step-By-Step Tutorial - Reporting Quick Actions:
  • Open: Will allow you the ability to run a report
  • Edit: Allows you the ability to edit the configuration of the report
  • Favorite: Allows you the ability to favorite a report. You can then also sort by favorited reports as well for quick reporting capabilities
  • Copy: copies a report and it's existing parameters
  • Manage Access: Allows you the ability to make this report visible to other providers in your Healthcare Organization and assign it to specific Organizations or Teams within your group
  • Delete: Deletes the report

Step-By-Step Tutorial - Manage Access:
  1. Select the three dots to the right of the report you wish to manage access for
  2. Select Manage Access
  3. On the General tab, select if you'd like to make this report available for other provider users within your Healthcare Organization
  4. Select Organizations
  5. If Organizations are already assigned, you will see them listed, to assign to more select Add
  6. Select desired Organization
  7. Select Teams
  8. If Teams are already assigned, you will see them listed below, select Add to share with more teams
  9. Select your desired Team
Step-By-Step Tutorial - Sorting by Favorites
  1. From the reporting tab, toggle on "Favorites Only" This will show all reports that you have marked as favorite
Step-By-Step Tutorial - Edit Dimension Explained

The Edit Dimensions feature allows you to set parameters on the report by default. Please note, changes that then are made on the end view of the report will not save to the default reporting set up.

  • Column Header: Title of the column
  • Visible: Used to hide a field from the data set irrelevant to your reporting. If you hide from visibility, the end report will not be able to show on the end report without editing the report configuration
  • Sortable: Allows the end report to be sorted in ascending or descending order
  • Editable: Allows the user on the end report the ability to double-click on the data; they will be able to edit the data
  • Hide Menu: Allows the end report to hide a column for viewing/export
  • Filterable: Allows the end report the ability to filter by a value. Example - filtering by injury
  • Pinnable: Allows the end report the ability to pin a column to the left or right
  • Resizable: Allows the end report the ability to change the width of a column
  • Can Hide: Allows the end report the ability to hide a column if it's not relevant to the current report end view
  • Groupable: Allows the end report the ability to bring one or more columns together
  • Aggregable: Allows the end report ability to apply different aggregate functions like AVERAGE, SUM, PRODUCT, COUNT, MAX, or MIN
  • Can Reorder: Allows the end report the ability to change the order
  • Width: Default 150 pixels
  • Min Width: Default 0 pixels
  • Max Width: Default 1000 pixels
  • Align: Left, Right, or Center
  • Header Align: Left, Right, or Center


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