Creating and Updating a Report

Creating a Report Step by Step

Step 1 - Formulate the question that you want to answer by creating and running a report.

Example: What responses were responses to a messaging campaign to patients that the healthcare organization ran at a particular time, and what are the characteristics of the patients who responded to the campaign and those who didn’t?

Step 2 - Understand what Primary Object you can use to create a report that answers your question.

Tendo’s system is based on objects with related fields. Examples of objects are Appointment and Campaign Engagement. Each object has fields related to it. When you start with a primary object related to your question, you then can choose what fields related to that object you want to appear as columns on the report.

Step 3 - Create a draft of the report

To create a new Report, click on the blue + Create Report button in the upper right corner of the list view.

In the Create Report modal that appears, input:

• Name of the report - Required.
• Description of the report - This is important so that other users with whom you might share the report can understand the report’s purpose and the questions it answers.
• Primary Object that the data in the report resides in. The task of choosing an object is less onerous because you can choose an object from a dropdown list, but you still need to know the object that the data resides in. Data in Tendo resides in fields within objects, so by choosing the primary object you want to build a report based on, you have access to the fields within that object and the data they contain. The fields can become columns in your report, and the data associated with those fields populates the report. Required.

Common examples:

A messaging campaign report utilizes the CampaignEngagement object.

A report on patient payments draws on data that resides in the PatientPayment object.

A report on appointments draws on data in the Appointment object, as shown in the example below.

Click on the Create button. The report will display. You can see that the report shows columns with information about each appointment - the appointment type (in this case in-office), the appointments' statuses within the scheduling flow, start time, the provider who the appointment is with, the patient, the patient’s email, and their birthdate.

Editing a Report

There are two ways to access the Edit functionality.

• In the list view, in the row of the report you want to edit, choose Edit from the dropdown menu.
• Or click on the name of the report you want to edit. This will take you to the detail view of the report, where you can click on the Edit button in the top right corner.

Either approach will take you to the Report Builder, where you can edit which columns (based on the fields) appear in the report and where they are positioned. In the left section, you can choose the fields that are related to your Primary Object and that you want to appear as a column in your report.

Suppose you want to add a column for patients' mobile phone numbers and place that column to the right of the patient email column in your report. As you scroll through the list of fields that you can choose, you can open Patient and see the fields under it. Among them is Mobile Phone Number.

When you click on the checkbox next to Mobile Phone Number, that field will appear in the center Table Columns section, which shows the fields that you want to show as columns in your report.

You can rename a column by clicking on the item and choosing Rename.

A modal will appear in which you can input a new name for the column. If you decide to return to the original name, you can click Set Default. Then click Save.

You can change the order in which columns appear in your report by selecting the Sort icon to the left of each field and dragging it up or down. The top field will appear on the left in your report, with each subsequent field appearing one column to the right of the one above it.

Previewing a Report

As you customize your report in the Report Builder, you can see that it changes on the fly by clicking on the blue Preview button in the top right corner. A preview of the report with all of its columns will display at the bottom of your screen. You can drag it up by clicking and dragging up the small white button at the top of the preview so that the top of the report is just below the controls. As you check or uncheck a field or sort table columns in the controls, the columns will change positions in the preview.

You can see up to 500 rows in the preview. To see all of the report if it is longer than 500 rows, you must go to the upper right corner and select Save & Run in the dropdown menu.

You also can see a full page preview of the report by clicking on the same small white button. This will move the preview over the top of your controls so that you can see the report in a full page view. Click on the small white button to bring the controls back into view.

Saving and Running a Report

You can do this in one or two steps.

If you aren’t finished creating the report and want to return to it later, just save it by clicking on the blue Save button in the upper right corner.

If you are ready to run the report, click on the … dropdown menu in the upper right corner and choose Save & Run.

When you run a report, all of the changes you have made will be reflected in the detail view of the report.