Report is a structured document generated from schedulers or saved search results, presenting organized data that users can view, manage, and take actions on based on their assigned roles. You can view reports by clicking Reports on the sidebar.
User roles that can work with reports are:
User Access
Patient Access
All Access
Report Access
Report Admin
Go to Manage Users to learn more about managing users and roles.
Each report has the following details:
Entity |
Description |
|---|---|
Scheduler Name |
Name of the scheduler used to generate the report. For the reports saved from the search results, name of the report saved by the user. |
Query Name |
The predefined search query used in the scheduler. For the reports saved from the search results, name of the report saved by the user. |
Created Date |
The report generation date. |
Updated Date |
The date of the latest change in the status of the report. |
Status |
The status of the report: Unreviewed, Reviewed, or Archived. If the report data has any comments or reviews, the comment and review icons under Status are visible, else they are dimmed. |
State |
The state of the scheduled report. It can be Started, Failed, Partially Success, Interrupted, or Success. The Success state means that the report has complete results from all the used search queries. The Partially Success state means that the report has complete results for one or more used search queries but not all. The Interrupted state means the report has been interfered with, during the search process. |
Actions |
The actions that users can perform on the report. Users can view the report, download the report, change the status of the report, comment, or view the actions on the report. |
Generated Scheduled Reports¶
Click the View icon to display the report.
View¶
The page creates a report for the query selected in the Select Query drop-down menu.
Viewing Report¶
You can download the displayed result or the complete report by clicking the Print icon (
):
Select Download displayed result to download the result of the selected query only.
Select Download complete report to download the results of all the query of a report.
You can click the Back icon (
) to go to the Reports page.
You can select a filter option from the Actions drop-down to view the commented results, the reviewed results, or the commented and reviewed results.
You can also comment, review, and email each row of the report.
To comment on a row, click the Comment icon from the Actions column and enter your comments in the Comment pop-up panel.
Comment¶
You can add multiple comments.
To review a row, tick the checkbox from the Actions column of the corresponding row. You can unreview the row by unticking the checkbox.
Review¶
Click the Send Email icon to send the report link via an email. Clicking the icon opens the email client with the report link. An AAHC user with User, Patient, Report access, or Report admin access can access the report via the link.
Email an Individual Row¶
Click the Download icon to download the report in PDF.
Download¶
Before downloading, you can choose whether or not to include the comments made to the report data and to the whole report. Select the With Comments option to download the report with comments. Otherwise, select the Without comments option. Similarly, you can choose whether or not to include the queries on the report by enabling or disabling the Include queries on the report? option.
The comments made on a report data are displayed on the corresponding row. However, the comments made on the entire report is displayed on the first page.
If you select to include the queries on the downloaded report, the report includes the queries on the last page.
Click the Status icon to change the status of the reports to Reviewed, Unreviewed, or Archived.
Report Status¶
By default, the status is Unreviewed.
Click the Comments icon to add a comment on the entire report. You can add multiple comments.
Comments for the report¶
In Comments, enter your comment and click Submit.
You cannot edit or delete a comment.
Adding a Comment¶
Click the Activity icon for a report to view all actions carried out on the report. The Activity panel records all the actions on a report along with the user and the timestamp for those actions. The actions recorded in the panel are:
Viewing a report
Commenting on a report
Commenting on a data row of a report
Reviewing a report
Reviewing a data row of a report
Changing the status of a report
Downloading a report
Activity Panel¶
Click the Send Email icon to send the report link via an email. Clicking the icon opens the email client with the report link. An AAHC user with User, Patient, or Report access can access the report via the link.
Email Report Link¶
Note
You can also send a report link for an individual data row of a report.
Click the Archive icon to archive the selected reports. You can select multiple reports and archive them in bulk.
Archive¶
You can delete archived reports only.
You must have the Report Admin role to delete reports. To delete a report, make sure it is archived. Then, select the archived reports and click the Delete icon. Click Yes to confirm the deletion.
You can select multiple reports and delete them in bulk.
Delete Reports¶
