How to Build Question Reports

Transcription

1 Question Reports Question reports take your data and format it into a graph or a table so that you can identify and address issues and trends within your facility. These reports are not module specific, and can be used across all Converge s solutions. How to Create a Report Step 1: Hover over the Reports tab, and click Reports Home. Then, click on a main Question Reports folder. Note: If you have access to more than one organization and have System selected at the top-left of your screen, you will see multiple Question Report folders listed. If you are running a report on a specific facility, select the Question Report folder with the facility in the prefix. If you are running a report across your facilities, select the Question Reports folder with no facility prefix.

2 Step 2: The Question Reports screen displays all current report folders and reports, regardless of report owner. A Keyword search Use a full or partial keyword search for Report Title, Description, or Creator to find a report B Report Folder Store your reports in any report folder for better organization C D Add a new folder Rename/Delete Create a new report folder for your reports Rename or Delete a report folder (you can only delete a folder if no reports exist in that folder) E F G H Add new question report Run Actions Send notice Click this link to launch the 7-Step Report Wizard to build your report Run any report from the main Question Reports screen. You can choose from HTML, Excel, PDF, or Word formats. Where you can edit, delete, clone (copy), move a report to another folder, add to your personal bookmarks bar, and manage automatic report subscriptions. Send manual, one-off notices containing a specific report to other Converge users to view.

3 Step 3: Click Add new question report to launch the 7-Step Report Wizard The 7-Step Report Wizard Step 1 - Report Type tab: No need to click on this tab as it is already pre-selected as Advanced. Step 2 - Report tab: This is where you always start off when creating a new report. Select the report template to use from the Select Report dropdown. Tip: If you want to calculate compliance around your audit tools, select either the 1.0 Threshold Compliance Table (Advanced), or the Compliance Graph template. Popular Incident report templates are the Incident Detail report, Audit Run Table, Possible Answer Graph, Possible Answer Table, and Raw Data Report.

4 Note: If you are not sure which report template to use, click the Browse by picture option. This option will give you a visual idea of what the report will look like, along with a small blurb about the template. Step 3 - Data Source tab: Select which audits/cases/forms to pull into your report. You can select as many as needed. Under What would you like to report on?, you have three options: Audit(s): Pull in an entire audit/case/form s worth of questions Question Group(s): Select to only include specific groups of questions in your report Specific Question(s): Select to only include specific questions in your report Then, click Next.

5 Step 4 Filter Questions tab: Use this tab only if you want to report on entries where a question was answered a certain way, otherwise leave this tab blank. In the below example, the report is only going to bring in Patient Event entries where the What type of patient safety event is being reported has Incident (Reached the patient) selected, filtering out entries where Near Miss or Unsafe Condition were selected. Step 5 - Filters Tab: This tab is where you can apply additional filters, and most importantly, where you set the report s date range. Select your date range daily, monthly, quarterly, or yearly, and choose from using the Date Entered or Date Observed.

6 Tip: Mark the Keep selected dates current box only if you want your report to have a rolling date range. For example, if the report is filtered on year 2017, but this box is marked, the report will know to automatically begin showing the year 2018 data when the actual date becomes January 1, Your 2017 date filter will still display on Step 5, though!

7 Step 6 Formatting tab: This is where you can specify how you want your data organized. The dropdowns in this tab vary depending on the template that you selected in Step 2. Tip: Not sure what each setting means when it comes to how your report will look? We have defaulted these dropdowns to what we find users commonly select when they build these kinds of reports, so you don t have to worry about what every dropdown selection means. Just worry about the top 2-5 dropdowns of this tab by default, as those tend to really affect how the report turns out. Step 7 Run and Save tab: Preview, title, and save your report.