2015 User Conference

Basic Report Building in OP14April 2015

Presented by:

Carl PeahotaReports Developer

General Session

● Gain an understanding and appreciation of what goes into the design and implementation of a report.

Purpose

● Learn basic report construction using Digital Metaphor’s Report Builder (v.15).

● Learn how to create meaningful and robust reports by analyzing the requirements and purpose of the report.

● Have FUN!!!

Report Design - Considerations

1. What is the purpose of the report?a. Appt Schedulesb. School/Campc. Vaccinesd. etc….

2. Get an idea of what the report will look likea. How are things grouped?b. What detail will be displayed?c. Will there be totals evaluated?

i. at what levels will these occur (detail? groups? subgroups?)

d. Will certain types of filtering need to be used?e. Will you need a Detail version and/or a Summary version?

3. Will the report need to be exported (Excel, CSV)?a. OP 14 and greater use Report Builder v15 and can handle it

better.

Report Design Structure

Data SourcesFields

INNER

Joins

OUTER Joins

Parameters and Filters

Sorting

1. Inner Join (IJ)a. Returns all rows from both tables as long as there is a

match between the columns in both tables.

Database Design - TablesLinking Tables

LOCATION

LocId Loc Name

100101102103104

Location ALocation BLocation CLocation DLocation E

REGISTER

1234567

PatNo FName

CarlDaveAnn MarieJoeBillAmyAngus

LocId

100101100101101103111

Result:

2. Left Outer Join (LOJ)a. Returns all rows from Table A (the left table), with

matching rows in Table B (the right table). The result is NULL in the right side when there is no match.

Database Design - TablesLinking Tables

LOCATION

LocId Loc Name

100101102103104

Location ALocation BLocation CLocation DLocation E

REGISTER

1234567

PatNo FName

CarlDaveAnn MarieJoeBillAmyAngus

LocId

100101100101101103111

This may also appear blank in some databases

Result:

Let’s Try It!

Report Example 1

DS Name = “Main”

Tables:Perform an INNER JOIN between REGISTER and LOCATION on (LOCATION_1.ID = REGISTER_1.LOC_ID)

Fields:REGISTER_1.STATEREGISTER_1.PATNOREGISTER_1.LNAME REGISTER_1.FNAMEREGISTER_1.MI“FullName”*REGISTER_1.SEXREGISTER_1.BIRTHDATLOCATION_1.LOC_NAME as PrimLoc

Parameters/Filters:1) STATUS_PAT = 'ACTIVE'

Sorting:ORDER BY REGISTER_1.STATE, REGISTER_1.PATNO

Report Design Mode:*Create a variable called “FullName” as MAIN['LNAME'] + ', ' + MAIN['FNAME'] + ' ' + MAIN['MI'];

Let’s create a report that contains the following: B.1 - REGISTER_LOCATION_MAIN

Report Example 1 - Solution

Fields:1) INS_CARRIER_CODE2) STATUS_PAT

Add Calculation:Concatenate all patient address info (Address, City, State, Zip)

Parameters/Filters:1) STATE = “All” (leave value blank)2) INS_CARRIER_CODE = “All” (leave value blank)

Using the report we just created, add the following:

Group Involvement - Exercise 1

Let’s create a report that contains the following:

DS Name = “Main”

Tables:Perform a LEFT OUTER JOIN between REGISTER and SCHEDULE on (SCHEDULE_1.PATNO = REGISTER_1.PATNO)Perform an INNER OUTER JOIN between LOCATION and SCHEDULE on (LOCATION_1.ID = SCHEDULE_1.LOC_ID)

Fields:REGISTER_1.PATNOREGISTER_1.LNAMEREGISTER_1.FNAMEREGISTER_1.MI“FullName”* REGISTER_1.BIRTHDATREGISTER_1.SEX, SCHEDULE_1.APPT_DATELOCATION_1.LOC_NAME as LocForAppt

Parameters/Filters:1) REGISTER.STATUS_PAT = 'ACTIVE'2) SCHEDULE.APPT_DATE between (leave “Value” blank and check the “AutoSearch” checkbox)

Sorting:ORDER BY REGISTER_1.PATNO

Report Design Mode:*Create a variable called “FullName” as MAIN['LNAME'] + ', ' + MAIN['FNAME'] + ' ' + MAIN['MI'];

Report Example 2

B.2 - REGISTER_LOCATION_SCHEDULE

Report Example 2 - Solution

Using the report we just created, add the following:

Group Involvement - Exercise 2

Fields:1) INS_CARRIER_CODE2) STATE3) STATUS_PAT4) LocForAppt

Add Calculation:Concatenate LName, FName, and MI

Parameters/Filters:1) STATUS_PAT = 'ACTIVE' (1 value)2) STATE = “All” (leave value blank)3) INS_CARRIER_CODE = “All” (leave value blank)4) LocForAppt = “All” (leave value blank)

References

Digital Metaphor’s website http://www.digital-metaphors.com/download/learning_reportbuilder.html

Digital Metaphors rbWiki http://www.digital-metaphors.com:8080/

Report Builder Developer’s Guide (4th ed)http://www.digital-metaphors.com/pdf/

rbuilder.pdf

We want your feedback!

Reports to download:Basic Report Building – B. 1 - Register_Location_Main

Basic Report Building – B.2 – Register_Location_Schedule