decision support office managing a large report inventory using events

INFORMATION SERVICES

Decision Support OfficeManaging a Large Report Inventory Using Events


About University Health SystemsWe are a regional health system serving 29 counties in eastern North Carolina, and we’re working every day to improve the health of the 1.4 million people we serve.• Pitt County Memorial Hospital, Greenville

• Bertie Memorial Hospital, Windsor

• Chowan Hospital, Edenton

• Duplin General Hospital, Kenansville

• Heritage Hospital, Tarboro

• Roanoke Chowan Hospital, Ahoskie

• The Outer Banks Hospital, Nags Head

• Albemarle Health, Elizabeth City


ObjectiveThis presentation covers how to capture reports and usage within a WebFOCUS environment. Each report writes an event record to monitor usage, a report record to capture keywords, and a group record to determine report location/domain. A dashboard hosts this data so that a user can find a report based on keyword or popularity and can then subscribe to that report.


Production Control ChallengesAs of January 2011, our Reporting Environment consisted of approximately 1400 customer facing reporting solutions.

These solutions are located in one or more of our 79 reporting domains.

Customers were having trouble locating the reports that they may use on occasion.

There was a need for a new way to manage our growing inventory of reporting solutions.


My Solutions Subscription Services


Report Inventory


Report Inventory Search


Find a PCMH “OR Cases” Report


Preview the “Scheduled OR Cases” Report


Subscribe to the “Scheduled OR Cases” Report


Return to the My Solutions Launch Page


You have successfully added your new report


Now you can run your new report


Establishing a Report Inventory

1. Determine what you would like to capture from each report.

2. Establish a place to capture this data.

3. Factor in production control policies for ensuring reports are added to your inventory in a consistent manner.


What to Capture

Report Title Program Name Report Location/Domain Audience Security Keywords the user can use to find this report Who is accessing this report When are they accessing this report


How to Capture the DataData Warehouse

Domain Table Report Table Event TableDomain ID Domain ID Report ID

Report ID

AudienceSecurity

Report Title

Keywords

Domain Name User IDEvent TypeEvent Time


Report PreviewStore an instance or image of what the report looks like to allow for users to preview each report.

Currently storing our instances in \\servername\c$\ibi\apps\library

Incorporate the following code into our Report Inventory program:

Set Command: SET BASEURL=http://servername:8080/approot/library/

Stylesheet:TYPE=DATA, COLUMN=PREVIEW, IMAGE=(PREVIEW), SIZE=(.2 .2), PRESERVERATIO=ON,URL=(FILE_NAME), TARGET=_blank, $

*FILE_NAME is the file name of the instance (i.e. report.xls)


Run Events ProgramEvery time a report is executed you will want to store a record in your events table to capture who ran what report.

All production reports contain an include command that points to a program with this code in it:

-SET &USERID = &IBIMR_user;DEFINE FILE TABLENAMEEVENTTIME/HYYMDs = HGETC(10, 'HYYMDs');EVENTTYPE/A10 = 'RUN';USERID/A10 = UPCASE(10,'&USERID',USERID);DOMAINID/A10 = '&GROUPID';REPORTID/A8 = '&REPORTID';ENDTABLE FILE TABLENAMEPRINTEVENTTIMEEVENTTYPEUSERIDDOMAINIDREPORTIDON TABLE HOLD AS RUNEVENT FORMAT ALPHAEND-RUNMODIFY FILE SQLTABLENAMEFIXFORM FROM RUNEVENTDATA ON RUNEVENTEND-RUN


Report Details ProgramEvery time a report is executed you will want to store or update a record in your report table to capture the details of each report.

Note that your domain table can be updated manually since it may not change often.

All production reports contain an include command that points to a program with this code in it:

DEFINE FILE TABLENAMEREPORTID/A8 = '&REPORTID';DOMAINID/A10 = '&DOMAINID';RPTTITLE/A50 = '&RPTTITLE';SECURITY/A25 = '&SECURITY';KEYWORDS/A100 = '&KEYWORDS';ENDTABLE FILE TABLENAMEPRINTREPORTIDDOMAINIDRPTTITLESECURITYKEYWORDSON TABLE HOLD AS RPTDTL FORMAT ALPHAEND-RUNMODIFY FILE SQLTABLENAMEFIXFORM FROM RPTDTLMATCH REPORTID DOMAINIDON MATCH UPDATE RPTTITLE SECURITY KEYWORDSON NOMATCH INCLUDEDATA ON RPTDTLEND-RUN


Program HeadersThe include commands will need to have variables set for each report so that information about each execution can be captured uniquely for each report.

Below is a sample of what variables are set for each report in our production environment:

-SET &USERID = UPCASE(25,&IBIMR_user,&IBIMR_user);-SET &RPTNAME = 'Unit Admission Report';-SET &GROUPID = 'MYDOMAIN';-SET &REPORTID = 'UNITADMS';-SET &SECURITY = 'PROTECTED';-SET &KEYWORDS = 'ADMIT SOURCE ADMISSIONS UNIT ADMITTING DIAGNOSIS';-MRNOEDIT -INCLUDE RUNEVENT-MRNOEDIT -INCLUDE RPTDTL


Other Benefits for Using Events

Determine Report Issues

Monitor Global Usage

Save users time searching for reports

Capture additional report details like report author, publish date, and report requestor


Determine Report Issues


Monitor Global UsageEvery time a new run event is added to the Events Table it is counted as a hit.

Hits can help determine your reporting environments overall usage.


More To Come!

Questions?

decision support office managing a large report inventory using events

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