Table of Contents
What Predefined Reports Are Available?
This article will describe some example reports available to you in the system.
Reports are accessible from the Apps menu on the navigation bar. Apps can be pinned to the landing page by using the Edit action on the landing page to pin. To read more about how to do this, see the How to Access Reports article.
When apps have been selected, changes must be saved to appear on the landing page.
Predefined Reports
A set of predefined reports are available within the reports module. The reports are defined in the proceeding sections.
Workflow and Tasks
A workflow record groups all associated tasks together so it’s possible to get an overview of how many workflows have been created, are active or have been completed and an understanding of tasks that have been generated as part of that workflow.
Report | Description |
Workflow Tracker | The workflow tracker report is useful to get an overview and understand how many tasks are outstanding on a workflow. This report is interactive and selecting the workflow icon in the first column of the results will launch the task tracker report for the tasks associated with that workflow. |
The Task Tracker Report | A task tracker report can be used to track and monitor all tasks. It is particularly useful to create a task tracker for all active tasks to monitor how many active tasks are currently in the system. |
Active Tasks By User Group | A list of all active tasks associated to a group or groups based on a date range of when the task was created. |
Documents
The following documents reports available.
Report | Description |
Documents to File Report | The Documents to File report offers visibility of documents that are still in capture and filing to be processed. |
Document List | The Document List report should be used to show all other documents that have been saved into a patient's record or non-patient section. |
Secured documents | For users with Privacy Officer, Caldicott Guardian or Restricted Content Manager roles the secured documents report is available which provides details of any document that has had security applied and the users, groups or roles that have been authorised to access them. |
System Configuration
The reports contained in this section are useful to display details of the filing and task configuration for a site.
This makes it possible to track which users are making changes to the system configuration and the reports detail the changes they made.
Report | Description |
Role to feature | The Role to feature report is useful to understand which features are available to each role. Similarly, it's possible to select a role from the filter and see all features associated with that role. This is particularly useful where custom roles have been generated. |
Secured sections and secured items reports | For users with Privacy Officer, Caldicott Guardian or Restricted Content Manager roles the secured sections and secured items reports are available. The secured section report provides details of any section e.g. patient section or app e.g. death register that has had security applied and the users, groups or roles that have been authorised to access them. The secured items report provides details of any record e.g. patient, that has had security applied and the users, groups or roles that have been authorised to access them. |
User Activity
The user activity group contains reports to show user activity, documents deleted by user and a user access log. This group of reports is only available to users that have the Privacy Officer, Caldicott Guardian or Restricted Content Manager roles.
Report | Description |
User activity | The user activity report is useful to show activity completed over a period for specified user/s. The filter allows restriction to specified tasks e.g. filing. This filter can be left blank to show all activities. |
My Reports
Within the action panel, the option to add to My Reports is available. This will save any filters that have been applied and prompts for a label to name the report before saving it to the My Reports group.
This is particularly useful if a report is generated often with similar filters each time.
Dashboard
The dashboard contains a stacked horizontal bar chart that shows the active tasks per user or group depending on the configuration.
Each segment of the bar is interactive and when selected will launch the task tracker report for the tasks that are associated with that segment.
The report is based on a snapshot at the time that the report is executed and needs to be refreshed to show changes in system activity.
Role Based Access Restrictions
Access to the reports within the reports module are restricted by role.
