Building a basic report




The basic report builder enables you to choose columns, create filters, and define the sort order against entities, change requests, suspect matches, reference data, and jobs.

The DCR details report is an example of a report you can build with the basic report builder.

To begin building a basic report, on the Network menu bar, click REPORTS > Basic 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.

Select columns

The COLUMNS section enables you to select the fields to use for columns in your report. The fields available in this section are dependent on the report type you have chosen.

The HCP and HCO report types include related fields for either HCO or HCP respectively, Address, License, Custom Key, and the following Parent HCO categories:

  • Relationship (ParentHCO) - the relationship object; for example, fields include parent affiliation, parent type, and parent relationship.
  • Parent HCO - the HCO the relationship points to; the related object side of the relationship.
  • Parent HCO Primary Address - the primary address of the parent HCO.

Click each report type to view categories and corresponding fields for each.

To select columns for the query:

  1. Expand a category and select one or more items from its list. To select multiple items, hold down Alt (in macOS: Command) while you click each item.

    Note: All columns in the user’s data visibility profiles are available for selection.

  2. To search within the table, begin typing in the search field at the top of the pane; the list of available columns updates as you type. If the search field is not visible, click the icon at the top of the pane to toggle it.
  3. Click the arrow (>) between the panes to move the column you selected to the Selected Columns list. Click the double arrow (<<) to remove all columns.
  4. In the Selected Columns pane, click and drag the handle to the right of each field to reorder the columns for the resulting report.

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.

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.