Creating Reports with the Report Builder

The Report Builder is accessed by clicking Report Builder ReportBuilder.PNG from the top-right corner of the portal.

 

To create a report using the Report Builder:

 

1. Select records to add to the report. There are multiple types of patient data displayed in JLV that can be added to a report. See Adding Records and Other Data to Reports for specific examples. The Report Builder does not need to be open on the portal in order to add records or documents to a report.

 

2. Click Report Builder ReportBuilder.PNG.

 

The Report Builder opens on the left side of the JLV portal, open to the Current Report tab. Records previously added will appear in the Report Builder window (sample shown below). When a record is selected, the Preview of Record is populated with data.

 

ReportBuilderCurrentReport.PNG

 

Note: You can continue to add records to a report as needed at any time before building the report.

 

3. Use the up and down arrow keys to the right of the list of 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.

 

4. Click Build.

 

5. Name the report when prompted and click OK.

 

6. The Patient Reports tab opens and displays a report processing indicator in the Status column. When processing is finished, the Status column displays: COMPLETED or ERROR. An ERROR in the Status column does not indicate the report failed to build. It is an indicator that one or more records could not be included in the generated report.

 

Both COMPLETED or ERROR status entries will include a Contents link. When accessed, the Reports Contents window provides a list of records that will appear in the generated report. See Viewing Reports for a sample window. Records that cannot be viewed in the report will be noted.

 

Note: You can close the Report Builder while report status is IN PROGRESS. When the report is ready, a report ready indicator (ReportBuilderIconAlert.PNG) will appear over the Report Builder icon in the top corner of the JLV portal.

 

7. See Viewing Reports for additional information on accessing reports.

 

ReportBuilderPatientReports.PNG

 

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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