Create Custom Query Report

The Reports module allows the user to create custom reports for specific needs that are not met by using the default reports provided. 

Instructions

1. Access Reports > select a report category > select a report type that ends in "Search," e.g., Reports > Patients > Patient Search.
2. Click the + icon.
3. Select Add Report.
4. Within the Query Details section, input a report Name, which is the only required field. Complete the additional fields, as appropriate to your situation.
5. In the Available Fields section, click the arrows to expand the category and review all options available. Note: The Available Fields options are dependent on the report category.
6. Drag and drop Available Fields to the Search Criteria section. (This is the information you want pulled from the charts.) 
   • Additional fields become available (e.g., Operator, Comparison Values) after you have populated a Search Criteria. Complete the search criteria by selecting from the dropdown menu(s) and input text in Comparison Values, as needed.
7. Drag and drop Available Fields to the Result Fields. (These are the data points that display on your report.)
8. Drag and drop Available Fields to the Sort Fields. (This is how you want the data sorted and displayed on your report. If you need more than three fields, we recommend exporting to Excel.)
9. Click 'Save.' The report displays within the list of reports. 
10. Beside the newly created report, click the icon for Run Report.

Helpful Hints

• When learning to create custom queries, it might be beneficial to start with only a few search criteria and sort fields. Run the report to verify the data is the information you wanted and it is displaying in the way you intended. Then open the report and update the query with more search and sort fields. 
• If you run the report and a grid does not display, or, you run the report and a grid displays without data, verify the Search Criteria section is accurate. 
  • If you continue to have issues, we recommend you start with one search criteria and one sort criteria - run the report, and then continue to build from there in order to find the search criteria that is not pulling accurately. 
• Sample Report: This report is designed to display results of patients that have a specific insurance company. 
  1. Access Reports > Patients > Patient Search.
  2. Click the + icon.
  3. Select Add Report.
  4. Name the report (e.g. Patient Insurance).
  5. In the Search Criteria section, drag and drop from the Available Fields the following:
     • Patient > Patient Active. 
       • Operator: Active
       • Comparison Value: Active See Example
     • Insurance > Insurance Name.
       • Operator: Contains
       • Comparison Value: (enter the name of the insurance company)
       • See Example
     • Insurance > Insurance Status.
       • Operator: Equals
       • Comparison Value: Active
       • See Example
  6. In the Result Fields section, drag and drop from the Available Fields the following: 
     • Patient > Patient #.
     • Patient > Patient DOB.
     • Patient > Patient Last Name.
     • Patient > Patient First Name.
     • Insurance > Insurance Name.
     • Insurance > Insurance Priority.
     • See Example
  7. In the Sort Fields section, drag and drop from the Available Fields the following:
     • Patient > Patient Last Name.
     • Patient > Patient First Name.
     • See Example
  8. Click 'Save.'
  9. Find your newly created report within the list and click the Run Report icon.