Reports are built from the Reports page.
| Note: When editing an existing report, you can click Save As to create a new version of the report. Clicking Save will overwrite the existing report with any changes you have made. |
To build a report
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From the Build New Report section, select which report you would like to generate.
- Enter the filter criteria. You can specify the following:
- The project(s) for which you want to run the report.
- The date range or testing due date.
- Note: Select Custom from the list to specify your own date range. The testing due date is always specified from today to a date in the future.
- The calculation standard (Not applicable to the Due-for-Testing Report).
- Note: The contents of this list will depend on your settings. See the Analysis section of the individual patient page for more information on configuring this list.
- Access Advanced Filter Criteria by clicking More Options.
- Access grouping options by clicking More Options. You can choose to group the list of patients or employees in your report by one or two levels of groupings.
- Example: You could group patients or employees first by department, then by job classification.
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Patients or employees would then be organized under the heading for their department then under subheadings for their job classifications within the department.
- Once you have added all your filter criteria, click Apply to generate the report.
- This generated report includes a summary section of the results as well as a list of the patients / employees who meet the filter criteria you specified.
- To make changes to a report, simply repeat the steps above and click Apply to generate a revised report with the new criteria.
- Note: You must remain logged in when generating a report. Logging out while a report is generating will cause the report generation to fail.