Building an aggregate report




The aggregate report builder enables you to quantify data based on the columns, filters, and groups you define.

The HCO average hospital size by region report is an example of a report you can build with the aggregate report builder.

When you generate aggregate reports, you have additional options to display the results in chart form, as well as the default table form.

To begin building an aggregate report, on the Network menu bar, click REPORTS > Aggregate Report Builder.

Entity-level updates are immediately exported to the reporting database. This means that you can report on updated data as soon as changes are made in Network.

Select report type

The CHOOSE TABLE section enables you to select the type of report you want to build:

  • HCP - Health care professionals with related addresses, licenses, and parent HCOs. See the Finding HCPs by region/specialty report for a sample report that uses this type.
  • HCO - Health care organizations with related addresses, licenses, and parent HCOs. See the HCO average hospital size by region report for a sample report that uses this type.
  • Change Request - Data change request information, including details about fields that have changed. Only data stewards or users with inbox task groups can access this report type. See the DCR details report for a sample report that uses this type.
  • Suspect Match - Suspect match tasks and the match rules that triggered the match. Only data stewards or users with inbox task groups can access this report type. See the Suspect match details report for a sample report that uses this type.
  • Reference Data - Reference data details including the type, region, and associated translations. See the Localized reference data in entity report for a sample report that uses this type.
  • Job Summary - Summary information about source, update, and target jobs. Only administrators and data managers can access this report type. See Example job queries for job summary report samples.

Note: If you change the report type after you have defined columns, filters, and sort criteria, your definitions will be lost.

Add filters

Filters enable you to refine your query by field. Click +Add Filter to add one or more filter expressions to limit the query results. You can reorder filters by clicking and dragging the handles to the right of each filter.

Expand the following sections for more information on each part of the filter expression.

Group and summarize fields

Filters enable you to refine your query by field. Click +Add Filter to add one or more filter expressions to limit the query results. You can reorder filters by clicking and dragging the handles to the right of each filter.

To define how data is displayed in the results, you must select one or more fields to group by and a field to summarize in the results.

  1. To define field groups that will appear in your table or chart, in the GROUP BY FIELD section, click + Add Field.
  2. Click the drop-down list, select a field, or begin typing to see auto-complete options.
  3. To add more fields, click + Add Field.

    If you have multiple fields in this section, you can reorder them by clicking and dragging the handles to the right of each field.

  4. To define the field to quantify, in the SUMMARIZE section, click the Field drop-down list and select a field, or begin typing to see auto-complete options.

    Note that if the field type is numeric, other options appear in the By drop-down list, such as Average, Count, Sum, Max, Min, and more.

Add sort criteria

Sort criteria enables you to sort your query, in ascending or descending order, on one or more fields. You can also choose to sort randomly. Click +Add Sort Criteria to add fields to sort on, each in ascending or descending order.

You can reorder the sort fields by clicking and dragging the handles to the right of each sort criteria.

Expand the following sections for more information on each part of the filter expression.

For each set of sort criteria, select the following:

  • the field you want to sort on, from the fields included in the report
  • the order to sort in: ascending or descending

You can also select Random from the field drop-down list to sort the results randomly each time the report is run.

Saving the report

Click Save at the top of the report page to save the report to the reports list. When you save the report, the report's configuration page appears, where you can schedule, share, modify the query, and configure other options.

For more information on configuring report options, see Configuring report options.