Reporting

The Reporting page allows users with the role of Administrator to generate a variety of reports and to export them to other file formats, such as Excel and Word.

To generate a report

1.      Select the desired report from the Reporting menu.

List of reports

 

2.      Apply the corresponding filters:

For the Patient Overview and Annual Completion reports:

      VISN: Select the VISN (all VISNs selected by default).

      Report Year Definition: Select the preference for Calendar or Fiscal year.

      Report Year: Select the Year(s) to include in the report.

Report Filters: VISN(s), Report Year Definition, Report Year Selection

For the User Event Log (which reports the activity of individual data abstractors):

      Username: Select the name of the data abstractor from the list.

      Referral / Encounter ID: Enter the optional Referral ID and/or Encounter ID

      Date From / Date To: Enter the required date range, or click the Calendar Calendar Buttonicon to select the date range from the date picker.

  Report Filters: Username, Referral ID, Encounter ID, Date From, Date To

 

For the DoD Interface Transfer report:

      Date From / Date To: Enter the required date range, or click the Calendar Calendar Buttonicon to select the date range from the date picker

Report Filters: Date From, Date To

(The Unique Patient report requires no filter setting.)

3.      Click Run Report, or Reset to reset the filters.

 

To export a report

      Upon generating the report, click the Export Word or Export Excel button and either click Open to open the file, or Save/Save As to save it to the hard drive.