The Ad Hoc Reporting Dashboard allows users to create templates for BCR database searches and queries with customized parameters.
• To open the Ad Hoc Reporting Dashboard, click Ad Hoc Reporting Dashboard from the menu on the main BCR Dashboard page.
The Ad Hoc Reporting Dashboard provides a list of pre-defined system templates, any of which can be used as the starting point for the custom query. Alternatively, queries can be created from a new, blank template.
• To preview a system template, click the Execute link for the report. This will display the report as a grid in the preview area. The report can be sorted by column in ascending or descending order by clicking the corresponding column header.
The data can be exported to different file formats, including Excel, comma-separated values (CSV), PDF, or Word.
• To export, click the Export button that corresponds to the desired file format.
To create a report template
• 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.
• 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.
• 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.
• To create a new
group of operators / conditional statements, click the New Group button and
repeat steps 6 – 10 for the new group.
• 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.
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.