Reporting
> Appointment Tracking Reports > Status Counts
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The report can be
tailored to contain new, in-process, or completed status counts in a
combination of the choices and following the steps bellow: 1.
You can select either New, In-Process, or
Completed (or a combination of choices) by clicking the checkboxes next to
the status options A check mark will appear in the checkbox (es) you select 2. You
can enter dates in the fields under the Search Dates section “Select Date to
Search From” and “Select Date to Search To” Enter dates using the format:
mm/dd/yyyy 3.
In the Level panel, you can select a
Report Level by clicking the Report
Level drop down menu option A
drop-down list with the choices: National, VISN, and Station appears ·
If you select the report level,
National, click on the Run Report button to view the report ·
If you select the report level, VISN,
the VISN drop-down list appears. Click the VISN identification number to
select it Click the Run Report button to generate the report ·
If you select the report level,
Station, the VISN drop-down list appears. Click the VISN identification
number to select it Also the Station drop-down list appears Click
the Run Report button to generate a report The TBI Screening and Evaluation
Tracking VISN Status Counts report will be displayed report will be
displayed and from the top bar on the report you can perform the following
tasks: 1. You
can navigate the different pages that the Report contains by clicking the
arrows next to the number of pages 2. To
use the search feature, click the cursor in the text box labeled, “Find |
Next” .Type in a word, phrase, or number(s) and then click “Find” to start a
search for data. The results of your search will be highlighted in blue To
find the next instance of your search, click “Next” The next instance of your
search will be highlighted in blue If the search was unsuccessful, a pop-up
window will appear 3. You
can resize the print (font) and details of the report screen by using the
size drop-down menu to change the size of the font (and the overall screen
elements). Click the percentage of change to resize the screen 4. You
can create and save an electronic file of the report. Click on the drop-down
menu labeled, “Select a format” and choose either an Acrobat (PDF) or excel
file format and then click “Export” A
pop-up window labeled “File Download” will appear asking if you wish to open
the file to view or if you want to create and save an electronic file You
also have the option to cancel the export process 5. You
can refresh the screen by clicking the refresh button, to go back to the
first page of the report 6. You
can print the report by clicking the print icon |