Ad Hoc Reporting

The Ad Hoc Reporting Dashboard allows users to create templates for BCR database searches and queries with customized parameters.

To create a report template

  1. Open the BCR Ad Hoc Report Template Creation System.

 

Ad Hoc Report Introduction

  1. Click Next and type a name for the new template.

 

Ad Hoc Report Template Name

 

  1. Click Next to select the columns to include in the report.

      The Available Columns list shows the columns available for inclusion in the report.

      The Selected Columns list shows the columns that are currently selected for inclusion in the report.

Ad Hoc Report Column Selection

      To add columns to the Selected list, go to the Available list and select the desired columns. Use the Ctrl or Shift key to select multiple columns. To add the selected items, click the To Right button. Alternatively, to add all available items, click the All To Right  button.

      To remove columns from the Available list, go to the Available list and select the columns to remove. Use the Ctrl or Shift key to select multiple columns. To remove the selected items, click the To Left button. Alternatively, to remove all items (thereby clearing the Selected Columns list), click the All to Left button.

      To move the position of an item in either list, select the item and click the Move Up or Move Down buttons.

  1. With the columns selected and placed in the desired order, click Next. This will open the Filter Creation page. This page allows users to apply filters using conditional statements and SQL operators.
  2. Select the patient grouping method.

    Ad Hoc Reporting Patient Grouping Selection

      If the first option is chosen, only patients that match each criteria will be displayed in the final report.

      If the second option is chosen, all patients will be displayed in the final report, but specific columns will be blank (null) if they don’t match the criteria.

  1. Select the desired operator: AND, OR, Not And (NAND), or Not Or (NOR). This logic gate will be applied to the conditional statements that follow it.

    Ad Hoc Reporting Operation Selection
  2. Click the Add Statement  button to add a conditional statement. By default, the conditional statement will apply to the first item that was selected in the Column Selection page.

    Ad Hoc Reporting Add Statement
  3. Click the down arrow to select the field to be filtered. The available fields depend on the columns selected in the Column Selection page.

    Ad Hoc Reporting Field to Filter Selection
  4. Click the down arrow to select the conditional operator.

    Ad Hoc Reporting Conditional Operator Selection
  5. Type or select the conditional value. Refer to the list of “Selected Column Filter Instructions” for the expected format.

    Ad Hoc Reporting Filter Format
  6. Repeat steps 7 – 10 to add conditional statements that will be evaluated by the selected logical operator.

      To create a new group of operators / conditional statements, click the New Group  button and repeat steps 6 – 10 for the new group.

  1. With the filters defined as desired, click Apply Filters.
  2. Click Next to preview the report.

      To make the template public click the Use as Public Template check box. This will make the template available and visible to all BCR users. Keep the check box de-selected to make it private.

  1. Click Next to exit the BCR Ad Hoc Report Template Creation System.

Upon returning to the Ad Hoc Dashboard, the newly created template will be visible in the My Templates list. Unlike the system templates, a user-created template can be edited or deleted by the user who created it. The template can also be cloned and viewed by others if set to Public.

      To view / export the report, click the Execute link.