Creating Reports with the Report Builder

The Report Builder allows you to build a custom report by selecting a patient record (or combination of supported documents and/or record details) and exports the contents of the record or document to a single report. The Report Builder prints the report content to a file in PDF format.

 

Note: For the Report Builder and other JLV features, it is recommended that users have the latest Adobe Reader installed on the system from which they access JLV.

 

The Report Builder is initiated by clicking the Report Builder icon ReportBuilder.PNG from the top-right corner of the portal. You can build a report by adding patient records or documents from both the minimized and expanded views of supported widgets. For a record with a Details or Notes view, a button is available in the window’s toolbar to integrate the additional record information into the report.

 

To create a report using the Report Builder:

 

1. Click Report Builder ReportBuilder.PNG from the top-right corner of the portal screen.

 

2. Select records to add to the report:

 

- Records within a widget can be added by right-clicking the entry in an open widget and selecting Add Record to Report. An example is shown in the following figure.

 

- Records for which JLV prints a document to PDF format can also be added to the Report Builder. For these records, click the link in the widget as if you were to open the record. The Document Ready dialog appears, with three options: Download, Add to Report Builder, and Cancel. Clicking Add to Report Builder will add the document to the Report Builder pane and a PDF will be integrated into the generated report. (Clicking Download will open the record for viewing and will not be added to the Report Builder.)

 

- For a record with a Details or Notes view, click Add Record plus.PNG in the toolbar of the open Details or Notes window to add the additional record information to the Report Builder tool.

 

ReportBuilderAddRecord.png

 

3. Records added will appear in the Report Builder window.

 

4. Use the up and down arrow keys to the right of the listed records to arrange the records as you wish to see them ordered in the generated report. Records can be removed by clicking Clear Selected Record or Clear All.

 

ReportBuilderTools.png

 

5. When a record is selected, a preview of the report is seen at the bottom of the Report Builder, highlighted in the following example.

 

ReportBuilderRecordPreview.png

 

6. Click Build.

 

7. When prompted, click Print in the Printable PDF Ready dialog box. The generated report appears in an additional tab within the browser window.

 

8. Save the report file to your local system if desired.

 

Note: Each report created through JLV will include the following disclaimer: The information contained in this transmission may contain privileged and confidential information, including patient information protected by federal and state privacy laws. It is intended only for the use of the person(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution, or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message.

 

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