final reference guide - using reporting workbench version 2020

Using Reporting Workbench Reference Guide

Reporting Workbench Reference Guide v2020

2

Table of Contents By Section

Editor’s note: If using the electronic version, please use the following table of contents to quickly jump to the desired topic area. This will help expedite your search for specific/detailed advice.

My Reports ................................................................................................................... 3

Library ........................................................................................................................... 4

This document and related materials, including emails, letters, and other correspondence, contain proprietary and confidential information of Sutter Health and Sutter Physician Services; and shall not be used, disclosed, reproduced or otherwise made available, in whole or in part, for any purpose other than for the purpose provided under the Non-Disclosure and Confidentiality Agreement between the parties, without the prior express written consent of Sutter Health and Sutter Physician Services. This document, related materials, and all information contained herein remains at all times the sole property of Sutter Health and Sutter Physician Services.


3

My Reports The My Reports tab has three sections: My Favorite Reports, Recent Results, and Saved Results.

My Favorite Reports Any reports that you have marked as a Favorite will be listed here. If you right click on the report, you can View Results, Edit, Remove a report from your Favorites, and Move to a folder. A single left click on a favorite report will run the report.

Customize how your favorite reports are organized by clicking Create a new folder to create custom groups of reports.

Recent Results When a Reporting Workbench report is run, it doesn’t display immediately (as some reports may take a while to run). All of your recent report results will be listed here. If a report is ready to view, the Status listed will be Ready to View. To view a report result, just double-click it. Once you view a report, the Status will change to Viewed. If you right click the report, you can View the results and Save Results.

Saved Results You can choose to save the results from a Reporting Workbench report (for later reference). Any saved results will be listed here. You can right click to View, Edit, or Delete the saved results.


4

Library At the top of the Library section is the search field. Use this to search for a report by keyword. If there are no matches, make sure to simplify your search and/or ensure the Filters section is cleared by clicking “Clear Filters.”

To find a report in the Library utilizing filters, one option is to use Types from within the Filters column. The report Types indicate the area in which the data you’re looking for is located (such as Professional Billing, Financial, and Clinical).

After selecting a Type, the available Report Templates will be listed. The Report Template defines the type of data that you will be looking at (for example, Report Templates available in the SCC report type include SCC AMB Advanced Find Patients and SCC Encounters). You can also see a description of the Report Template displayed beneath the name of the report.

After selecting a Template, the last step is to select a specific report from the available options. Each report can have several different variants available (such as to specify a geographic location or a specific type of data). Both Private (only visible to you) and Public (visible to everyone) Reports are listed here.

When you have selected a Report, there are several buttons at the bottom of the window that you can use:

• New report – The New report button allows you to create your own custom Private Report from the selected Report Template. Once you have created your report, it will be saved as a Private Report and available in the Select Report column.

• Run – The Run button will run the currently-selected report. Reports do not display immediately; as they may take a while to compile, they are run in the background and then available on the My Reports


5

tab and Dashboard once ready.

• Edit – Click Edit to edit settings for the currently-selected report before running it. After you have edited the report settings, you can choose to Run it or Save As a Private Report. For more information on editing Report Settings, see Report Settings in this manual.

• Adding a Report to the My Favorite Reports tab– Click the star next to a report to add it to your favorites section on the My Reports tab. This allows you to easily access your commonly-used reports.

• Delete – [Private Reports Only] Delete the selected report.


6

Report Settings Editor’s note: If using the electronic version, please use the following table of contents to quickly jump to the desired topic area. This will help expedite your search for specific/detailed advice.

Report Settings ............................................................................................................. 7

Saving a Custom Report ............................................................................................... 8

Criteria .......................................................................................................................... 8

Display ........................................................................................................................ 10

Appearance ................................................................................................................ 11

Summary .................................................................................................................... 13

Print Layout ................................................................................................................. 16

General ....................................................................................................................... 17


7

Report Settings Most of Epic’s Reporting Workbench reports use a similar Report Settings window (below). Although the individual options available will vary by report, the general process is the same. The following pages detail the tabs that are usually available and how you can use them to customize your reports.

Click the Edit or New report button when you have a Report Template or Public Report selected in the Library. New report will create a report from scratch based on the template defaults. Edit will allow you to make changes to an existing report that it is based on the template.


8

Saving a Custom Report In addition to running an existing Public Report, you can also modify and save your own Private Reports. This allows you to customize what you see and how you see it.

You can use the available tabs on the Report Settings screens to customize your reports. Once you have the report configured, just click Save As to save a copy of the report settings to your Private folder. You can assign a name to the new report on the General tab. Once on the General tab, enter a name in Name.

The following pages will detail some of the key elements that you can customize on each tab.

Criteria The Criteria tab is used to configure what results are pulled for the report. The criterion available on the Criteria tab will vary greatly depending on the report being used.

1. Only required and default criteria appear in the main section of the Criteria tab for a new report.

2. If users want to further customize their report with additional criteria, they can now use a new search field to find and select the criteria they want, either by entering a specific criterion and clicking Search, or by clicking the Search button to pull up a list of all available criteria.

The individual Report pages (in the next section of this training manual) highlight the unique fields that you should pay attention to on each report.

3. The Add New Criterion option appears when a user searches for a criterion that does not exist and is also always available at the bottom of the list of criteria.

4. Click the chevron icon or anywhere in the criterion's card to edit values. Click the trash bin to remove a criterion altogether.


9


10

Display The Display tab is used to choose the columns that will be included in your report. There are two windows here (Available Columns and Selected Columns). The columns available in the Available Columns window will vary by report.

• To add a column to your report, select it in the Available Columns window and click the right arrow in the middle of the window

• To add a column not listed, select add and search for the desired column. Not all data fields have an associated column and results vary depending on the report template.

• To remove a column from your report, select it in the Selected Columns window and click the left arrow in the middle of the window

• To change the default width of a column, hover your cursor over the Width cell and input the desired width (larger # = wider column)

• To anchor columns in the Display tab, select the number of columns you want to anchor in the Anchor dropdown menu. Any columns above the bold green line in the Selected Columns section are anchored.


11

Appearance The Appearance tab is used to define how your report is displayed.

1. You can choose different colors or fonts by clicking an element in the Set Custom Colors window.

2. You can change the Font or Color using the available fields.


12


13

Summary The Summary tab is available on many Reporting Workbench reports and allows you to choose whether your report shows Detail, Summary, or Both. The Summary tab gives you the ability to add graphical and summary content to your report. This is particularly useful when dealing with large amounts of data or for creating visual representations of the statistics generated by the report. You can preview summaries on the right side without opening them for editing.

The exact steps to take to create a summary are different for each summary type. There are a few main pieces that are the same throughout.

1. If a summary doesn’t already exist for the report, click Create Summary. If there is at least one summary already saved in the report, make a selection below the Create Summary subheader to start a new one.


14

2. Note the Summary Type (i.e. Grouped, Table, Bar, etc) can be changed after being created. The system will retain the settings as you switch from summary to summary.

3. Complete the Title section. Choose a title for the graph

4. Name the tab that the summary later appears under in the Results Viewer.

5. After completing the Title section, complete the sections following to complete the summary. Which sections appear will depend on the type of summary (bar graph in the example shown) you are building. Use the Preview on the right to check your work. After you complete the remaining sections, click Accept to save the summary.


15


16

Print Layout The Print Layout tab is used to indicate how the report will look when printed. This tab is required to be configured so you can print the report. If you would like to use the same format in print as is used on the screen, click Generate Layout > Yes - Use Default.

To change the layout, click the Plain Text Layout or Rich Text Layout radio buttons and make changes to the columns and how they are displayed as needed.


17

General The last tab, General, allows you to save general details such as your report name (that will be displayed in the header) and description.

Share Report (Private Reports only) displays users who can view and run the private report. Under the With Users section, you can enter users that you would like to share the report with. After the user is entered and the report is saved, the other user will then have to search the report by name from the Library tab.

Note: Any changes that are made to the shared copy will affect everyone utilizing the report.

A new User Notification section now displays. Select Yes to receive an In Basket notification when the report is ready to view. This section replaces the Notify checkbox which previously appeared at the bottom of every tab in the Report Settings window.

final reference guide - using reporting workbench version 2020

Documents