Reports

The Report section of the application provides you with access to our Central Business Intelligence (CBI) tool which includes the report viewer and report builder, as well as access to the Clearinghouse Reports. These enhanced reporting capabilities will allow you to visualize and analyze your data using business intelligence that is centric to your business.

The following help pages are supported by the current version of CollaborateMD. Please follow the curriculum outline to receive the proper training associated with this section.


New Report

To create a new report using the Report Builder follow the instructions below:

  1. Go to the Report section. 
  2. Click on the Central Business Intelligence tab and select Report Builder.
  3. Click on the Build icon and select New.
  4. Enter a Report Title (limited to 60 alpha-numeric characters).
  5. Select a Report Category to determine where the new report will be saved within the reports list on the Report Viewer screen. An existing report category can be chosen from the drop down or a new category can be created for the report by manually entering the desired category name into the field provided (limited to 60 alpha-numeric character).
  6. A description for the new report can be entered within the Report Description field.  The description will allow the creator to specify details or the purpose of the report.  Users with shared access to the new report will be able to view the report description when they hover their mouse over the report title within the reports list of the Report Viewer screen. The report description is limited to 1000 alpha-numeric characters. 

Note:
Please note that users attempting to run custom reports which have been shared with them will also need sufficient permissions set for the CollaborateMD Report permission.


https://sites.google.com/a/collaboratemd.com/training/helppages/reports/report-builder/build---new

Columns

The information shown on a report at run time is specified by the fields and formatting options chosen for the Columns within the Report Builder. The following sections will explain how fields are added to the report and the formatting options available. 

Add Columns

Fields can be added to the report as columns by selecting the desired field from the Report Fields list and dragging it into the Columns area of the Report Builder. Follow the instructions below to add columns to the report: 
  1. In the Report Fields pane, expand the Report Field category you wish to begin building the report off of or use the Field Search to search for fields in all categories. When using the search feature, the Report Fields list will filter fields that have a full or partial match related to the text entered. To refine results simply expand the category folder. 
  2. Once you've located the field drag and drop the field into the Columns pane.

Resources:
For a complete list of available fields and their description, please reference the Report Field Descriptions Guide. This document can be found in the Library


Formatting

Some field types have different formatting options available that effect how the value is displayed on the report.  Formatting options are available for Date and Money fields. Where applicable, follow the instructions below to change the formatting options for each field:
  1. Right click on the field after it has been dragged onto the Columns pane and select the desired option from the Format menu list.
Date Field Formats
Date fields allow you to display date and time serial numbers as date values, according to the type that you specify. Listed below are the formatting options that can be chosen :
  • 01/31/2012 (Default)
  • 01-31-2012
  • 31/01/2012
  • 31-01-2012
  • Tue
  • Tuesday
  • Jan
  • Jan 2012
  • January
  • January 2012

Note:
Some date fields display time stamp information (hours, minutes, and seconds) along with the date information. For these fields, only the first four formatting options for the date portion of the fields are available to choose from. The time stamp portion of the field will always show as "HH:MI:SS".


Money Formats
Money fields display monetary values and the default currency symbol with numbers. You can specify the number of decimal places that you want to use, whether you want to use a thousand separator, and how you want to display negative numbers. Listed below are the formatting options that can be chosen :
  • 16
  • 15.5
  • 15.50 (Default)
  • 15.500 (Meaningful when averaging multiple values)
  • 15.5000 (Meaningful when averaging multiple values)

By default, all money fields display on the report with the dollar sign ($) in front of each value.  This option can be displayed for one or more fields as follows:

  1.  Right click on the field after it has been dragged onto the Columns pane and select the “Attach ‘$’ Prefix” from the menu list to disable this option for that field.

Aggregation

Some field types have different aggregation options available that affect how the value is displayed on the report.  Setting an Aggregation on a field will group all like rows together, based on the other columns, and display the aggregated field based on the options chosen.  Aggregation options are available for Date, Money, Number, and ID fields.

Where applicable, follow the instructions below to change the aggregation for each field:

  1. Right click on the field after it has been dragged onto the Columns area and select the desired option from the Aggregation menu list.

By default, no aggregation is selected for all field types.  If an Aggregation option is selected for a field, the  symbol will be displayed next to the appropriate field in the Column list.

Date Field Aggregation
For Date fields, listed below are the aggregation options that can be chosen :

  • Maximum: Displays the most recent date.
  • Minimum: Displays the earliest date.

In the following example, a report was created showing the Patient ID, Patient Last Name, Patient First Name, Patient Balance, Last Payment Date, and Claim From Date.

If no aggregation is specified for any date related fields, the report may display the following data: 

Patient ID

Patient Last Name

Patient First Name

Patient Balance

Last Patient Payment Date

Claim From Date

12345678

Smith

John

$100.00

01/31/2012

01/31/2012

12345678

Smith

John

$100.00

01/31/2012

06/01/2012

If Aggregation is set to Maximum for the Claim From Date the report will only display the most recent Claim From Date.  For example:

Patient ID

Patient Last Name

Patient First Name

Patient Balance

Last Patient Payment Date

Claim From Date (Max)

12345678

Smith

John

$100.00

01/31/2012

06/01/2012


Check Your Understanding:
Some date fields such as use log in time display time stamp information (hours, minutes, and seconds) along with the date information. For these fields, only the first four formatting options for the date portion of the fields are available to choose from. The time stamp portion of the field will always show as "HH:MI:SS".


Money Field Aggregation 
For Money fields, listed below are the aggregation options that can be chosen:
  • Sum:  Displays the summation (total) of the values.
  • Average: Displays the average of the values.
  • Maximum: Displays the largest value.
  • Minimum:  Displays the smallest value.

In the following example, a report was created showing the Patient ID, Patient Last Name, Patient First Name, Patient Balance, Claim ID, and Charge Amount.

If no aggregation is specified for any money related fields, the report may display the data:

Patient ID

Patient Last Name

Patient First Name

Patient Balance

Claim ID

Charge Amount

12345678

Smith

John

$100.00

11111111

$10.00

12345678

Smith

John

$100.00

11111111

$20.00

12345678

Smith

John

$100.00

22222222

$100.00

 If Aggregation is set to Average for the Charge Amount field the report will only display the average value for the Charge Amount. For example:

Patient ID

Patient Last Name

Patient First Name

Patient Balance

Claim ID

Charge Amount (Avg)

12345678

Smith

John

$100.00

11111111

$15.00

12345678

Smith

John

$100.00

22222222

$100.00


Check Your Understanding:
Notice the two like rows have been grouped together based on the non-aggregated fields and the Charge Amount is now reporting the average value for the grouped like rows. The last row on the report was not grouped with the first two rows because the Claim ID value was different (i.e. this charge was associated with a separate claim).


Number Field Aggregation
For Number fields, listed below are the aggregation options that can be chosen :
  • Sum: Displays the summation (total) of the values.
  • Average: Displays the average of the values.
  • Count All: Displays the count of all occurrences of the value.
  • Count Unique: Displays the count of all unique occurrences of the value.
  • Maximum: Displays the largest value.
  • Minimum: Displays the smallest value.

In the following example, a report was created showing the Patient ID, Patient Last Name, Patient First Name, Claim ID, and Charge Units.

If no aggregation is specified for any number related fields, the report may display the following data:

Patient ID

Patient Last Name

Patient First Name

Claim ID

Charge Units

12345678

Smith

John

11111111

1

12345678

Smith

John

11111111

2

12345678

Smith

John

22222222

1

 If Aggregation is set to Sum for the Charge Units field the report will only display the sum value for the Charge Units. For example:

Patient ID

Patient Last Name

Patient First Name

Claim ID

Charge Units (Sum)

12345678

Smith

John

11111111

3

12345678

Smith

John

22222222

1


Check Your Understanding:
Notice that the two like rows have been grouped together based on the non-aggregated fields and the Charge Units is now reporting the summed value for the grouped like rows. The last row on the report was not grouped with the first two rows because the claim ID value was different (i.e. this charge was associated with a separate claim). The Charge Units field now represents the total number of units billed on the claim regardless of the number of line items.


ID Field Aggregation 
For ID fields, listed below are the aggregation options that can be chosen :
  • Count All: Displays the count of all occurrences of the value.
  • Count Unique: Displays the count of all unique occurrences of the value.

In the following example, a report was created showing the Patient ID, Patient Last Name, Patient First Name, Claim From Date, and Charge ID.

If no aggregation is specified for any ID related fields, the report may display the following data:

Patient ID

Patient Last Name

Patient First Name

Claim From Date

Charge ID

12345678

Smith

John

01/31/2012

11111111

12345678

Smith

John

01/31/2012

11111112

12345678

Smith

John

06/01/2012

11111113

 If Aggregation is set to Count Unique for the Charge ID field, the report will only display the total count of the Charge ID(s). For example:

Patient ID

Patient Last Name

Patient First Name

Claim From Date

Charge ID (Count)

12345678

Smith

John

01/31/2012

2

12345678

Smith

John

06/01/2012

1


Check Your Understanding:
Notice that the two like rows have been grouped together based on the non-aggregated fields and the Charge ID is now reporting a count of the unique values in the Claim ID field for the grouped like rows. The last row on Table 8 was not grouped with the first two rows because the Claim From Date value was different. This is because the charge was associated with a separate claim. The Charge ID field now represents the total count of unique charges (or line items) for each claim.

Display Totals

Some field types have the option available to Display Totals at the bottom of the report.  The Display Totals option is available for Money, Number, ID, and Text fields

Enabling the Display Totals option for Money and Number fields will insert a line at the bottom of the report and show the summation for that specific value of all rows on the report.  Enabling the Display Totals option for ID and Text fields will insert a line at the bottom of the report and show the count of all values or all unique values within that column for all rows on the report.

Where applicable, follow the instructions below to change the Display Totals option for fields.

  1. Right click on the field after it has been dragged onto the Columns pane and select Display Totals from the menu list.

By default, the Display Totals option is not selected for all field types.  If the Display Totals option is selected for a field, the letter ‘T ‘will be displayed next to the appropriate field in the Column list.

Note:
If one or more fields on the report is grouped and the Display Totals option is enabled for a specific field, the sub-totals for the field within each group will be displayed on the report along with the Grand Total for the report. More information about groups is discussed in section 3.4 of this document.

Hidden Columns

Although columns can be easily removed from a report if they are no longer needed, you may also configure a column to be Hidden by default when the report is run. Marking a column as Hidden will make it so that the column will not display on the report when it is run, but can still be shown on the report if desired via the Report Viewer's right click capabilities.

Follow the instructions below to hide a particular column by default:
  1. Right click on the field after it has been dragged onto the Columns pane and select Hide column from the menu list.

Check Your Understanding:
Under what situations would someone want to hide a column on their report instead of simply removing it? There may be many different scenarios in which this would be helpful, but you will likely find the 2 most common uses for this feature are:

  1. You use a column in some situations when running the report but not all the time. If this is the case, hiding the column prevents you from having to create 2 separate reports: One for when you don't care to see the column and another for the times when you do.
  2. You are using the column as part of a Calculated Column, but all you care about is the resulting calculation. In this case, the column is necessary for other columns (and needed on the report), but in itself may not be useful to you.

Reorder Columns

The ordering of the columns displayed on reports within the Report Viewer is based on the ordering of the fields in the Columns pane via the Report Builder.  The fields within the Columns list of the Report Builder from top to bottom will display from left to right when viewing the report. The ordering of the columns can be changed by hovering over the report field you wish to reorder, then using the up/down arrows next to each field. Select the Save button to save the configuration.

Remove Columns

Fields can be removed from a report within the Report Builder by hovering over the report field you wish to remove and clicking on the “X’ icon next to each field within the Columns pane.  Select the Save button to save the configuration.

Note:
Columns can also be hidden after run time within the Report Viewer window. Please reference the Report Viewer help page for more information.

Calculated Columns

Calculated Column takes information from two existing fields and preforms a calculation between the two fields in order to come up with new data.

The first step to creating a calculated column is to verify that the fields you want calculated are added to the Columns pane. The columns must exist in order for the calculation to occur.

New Calculated Column
Calculated columns can be created by clicking on the button above the columns pane. Once clicked, the “Calculated Column Editor” will open, allowing you to choose 2 existing columns to perform a calculation with.

Two types of calculated columns may be created based on the fields that are added to the Columns pane: Numeric-based calculated columns and Date-based calculated columns.

The available types of calculations for numeric-based calculated columns are:

  • Addition (+)
  • Subtraction (-)
  • Multiplication (x)
  • Division (/)
The available types of calculations for date-based calculated columns are:
  • Days between
  • Months between

When performing the calculation, the column chosen in the “Column 1” drop down will always appear on the left side of the equation and the column chosen in “Column 2” will always appear on the right.

Edit Calculated Column
To edit a Calculated Column, simply right click on the column name within the Report Builder and select the option titled “Edit Calculation”. When the Calculated Column Editor window opens, make your changes and then click on the Save button when you are done.

Format Calculated Column
Calculated Columns follow all of the same processes as formatting normal columns. Please see section titled Formatting for more information on how to format Calculated Columns.

Remove Calculated Column
Calculated Columns can be removed from the report much like normal columns. To remove a calculated column, simply click the red “X” located to the far right of the column’s description. 

Note:
It is important to note that if a normal column or calculated column that is utilized by another calculated column is removed from the report, the user will be notified and the calculated column that uses it will also need to be removed.

Filters

Information shown on the report filter window at run time is specified by the fields and options chosen within the Filters list of the Report Builder.

Add Filters

Follow the instructions below to add filters to a report using the Report Builder.
  1. In the Report Fields pane, expand the Report Field category which contains the field you wish to include as a filter or use the Field Search to search for fields in all categories. When using the search feature, the Report Fields list will filter fields that have a full or partial match related to the text entered. To refine results simply expand the category folder.
  2. Once you've located the field drag and drop the field into the Filters pane. 

Note:
Fields are automatically grouped within the Filter window based on filter type and, therefore, cannot be reordered.


Resources:
For a complete list of available fields and their description, please reference the Report Field Descriptions Guide. This document can be found in the Library


  • Adding a Text field as a filter on a report will allow for the result set to be constrained only to those results where the value in the corresponding field matches the text specified in the filter window.  Text filters can be applied as exact or partial searches.
  • Adding a Numeric field as a filter on a report will allow for the result set to be constrained only to those results where the value in the corresponding field matches the numeric value specified in the filter window.  Numeric filters can be applied using the comparators equal to, greater than, less than, or between.
  • Adding a Monetary field as a filter on a report will allow for the result set to be constrained only to those results where the value in the corresponding field matches the dollar value specified in the filter.  Monetary filters can be applied using the comparators equal to, greater than, less than, or between. 

Note:
A value must be selected from the drop down menu in order to specify the value you are searching for.

  • Adding a Date field as a filter on a report will allow for the result set to be constrained only to those results where the value in the corresponding field is within the date range specified in the filter.  Date Range filters can be applied using default options for All, Today, Yesterday, This Week, This Month, This Year, Last Week, Last Month, Last Year, Last 7 Days, Last 30 Days, Last 60 Days, or Last 90 Days or using a custom start and end date range.

Static Filter

Filters can be set as either Dynamic or Static.  By default, all fields added to the Filters list of the Report Builder are set to dynamic. 

  • Dynamic: These filters are blank within the Filter window at run time, allowing you to set your desired values prior to running the report.
  • Static: These filters contain a predefined value that is used each time the report is run.  Static filters are useful in situations where the same filter criteria is applied to a report every time it is run.  Rather than having to set the same value for the filter field every time the report is run.

Check Your Understanding:
You want to create a detailed report that displays information for all claims month to date. The Claim From Date field can be added to the filter list and specified as Static with a value of This Month.

Follow the instructions below to set a field as a Static filter. Remember, by default all field filters are Dynamic:

  1. In the Report Fields pane, expand the Report Field category which contains the field you wish to include as a filter or use the Field Search to search for fields in all categories. When using the search feature, the Report Fields list will filter fields that have a full or partial match related to the text entered. To refine results simply expand the category folder. 
  2. Once you've located the field drag and drop the field into the Filter pane.
  3. Right click on the field within the Filters pane, select Filter Type then Static.
  4. A window will open where you can specify the specific filter value that will be applied to the report search criteria every time you run it. 

Note:
If the Static option is selected for a field, a ‘S‘ will be displayed next to the appropriate field in the Filter list.

Within the Filter dialog window of the report at run time, all Static filters will be displayed on the Static Filters page.  The field name and search criteria will be shown. 

Note:
You are unable to edit Static filter values directly within the Filter dialog window. If desired, the field can be reverted to Dynamic at any time by editing the report in the Report Builder. Then right clicking on the field within the Filters pane, selecting Filter Type then Dynamic. .

Default Filter Value

A default value can be specified for Dynamic filters.  The default value will be automatically populated within the filter at run time; however, the value can be modified prior to running the report.

Follow the instructions below to set a default value for a Dynamic filter:

  1. In the Report Fields pane, expand the Report Field category which contains the field you wish to include as a filter or use the Field Search to search for fields in all categories. When using the search feature, the Report Fields list will filter fields that have a full or partial match related to the text entered. To refine results simply expand the category folder. 
  2. Once you've located the field drag and drop the field into the Filter pane.
  3. Right click on the field within the Filters pane, select Default Selections then On.
  4. A window will open where you can specify the specific filter value that will be automatically populated in that filter field every time you run it.

Remove Filter

Filters can be removed from the Filter dialog window of the Report Builder by hovering over the filter you wish to remove and clicking on the “X’ icon next to each field within the Filter pane. 

Groups

The results shown on a report at run time can be organized into Groups.  Groups combine like results based on a specified field into a collapsible node on the report. Group fields will be displayed as columns on reports but cannot be re-orded. Groups take priority over the order in which the fields in the Columns pane are displayed.  

Check Your Understanding:
For the Charges Due Insurance – by Date Range report, you want the Charge Current Payer Name column to be grouped. Adding this field type to the Groups pane will make this column a collapsible node on the report. Right clicking on the report will allow you to Expand or Collapse the results.

If the Display Totals option is enabled for a specific field, the sub-totals for the field within each group will be displayed on the report along with the Grand Total for the report.

Add Groups

Follow the instructions below to add Groups to a report using the Report Builder.

  1. In the Report Fields pane, expand the Report Field category which contains the field you wish to include as a group or use the Field Search to search for fields in all categories. When using the search feature, the Report Fields list will filter fields that have a full or partial match related to the text entered. To refine results simply expand the category folder. 
  2. Once you've located the field drag and drop the field into the Groups pane.
Group Levels
When a field is added as a group, that field will be displayed within a column on the report when viewed in the Report Viewer. By default, the grouping level of the first field added as a group is set to Level 1, the second is set to Level 2, etc.

It is not necessary to add the same field to both the Column pane and Groups pane of the Report Builder.  In fact, doing so will cause it to display as two columns on the report when run.

When multiple fields are grouped on a report, the grouping level determines which field the report is grouped by first, then which field each sub-group is grouped by.

Check Your Understanding:
For example, if a report containing Patient ID (Account Number), Patient Last Name, and Patient First Name was grouped by Patient Provider (Provider ID) (Level 1) and then by Patient Gender (Level 2), it would display as follows:


Patient Provider

Patient Gender

Patient ID

Patient Last Name

Patient First Name

- Dr. Jones

- Male

 

 

 

 

 

12345678

Smith

John

 

- Female

 

 

 

 

 

11223344

Smith

Jane

If the same report were to be grouped by Patient Gender (Level 1) and then by Patient Provider (Level 2), it would display as follows:

Patient Gender

Patient Provider

Patient ID

Patient Last Name

Patient First Name

- Male

- Dr. Jones

 

 

 

 

 

12345678

Smith

John

- Female

- Dr. Jones

 

 

 

 

 

11223344

Smith

Jane

Follow the instructions below to change the grouping level for a field within a report:

  1. Right click on the field within the Groups pane of the Report Builder, select Grouping Level and select the level you wish this field to be set to.

Note:
If two fields are set to the same grouping level, the filter window will allow the grouping precedence for the two fields to be specified within the General Filter tab on the filter dialog window. The grouping selection drop down will also contain a blank entry that when selected will apply no grouping to the report.

Remove Groups

Groups can be removed from a report by clicking on the ‘X ‘next to each field within the Groups pane of the Report Builder. If the removed field had a predefined grouping level, any remaining fields in the Groups list will automatically adjust their level as needed.

Charts


  • Pie Chart: A pie chart (or a circle graph) is a circular chart divided into sectors, illustrating proportion. In a pie chart, the arc length of each sector (and consequently its central angle and area), is proportional to the quantity it represents

  • Bar Chart: A bar chart or bar graph is a chart with rectangular bars with lengths proportional to the values that they represent. The bars can be plotted vertically or horizontally. A vertical bar chart is sometimes called a column bar chart. 

  • Line Graph: A line chart or line graph is a type of chart which displays information as a series of data points connected by straight line segments. A line chart is often used to visualize a trend in data over intervals of time – a time series – thus the line is often drawn chronologically.

Add Charts 

Follow the instructions below to add a Chart to a report:

  1. To add a chart to a report, click on the Charts icon within the Report Builder.
  2. The Chart Configuration window will open, allowing you to select the chart type you wish to add to your report. Multiple charts can be added to a report.  However, only one of each chart type can be added.
  3. Once your chart type is selected, enter a Chart Title.  The Chart Title entered will be displayed on a sub-tab within the report when run within the Report Viewer.  The Chart Title can be 60 alphanumeric characters. 
  4. Once all configuration settings are entered, ensure that the chart is active by clicking on the large red exclamation mark in the bottom right hand corner of the Chart Configuration dialog window.  The status should report Chart is active with a large green check mark for each chart that you wish to show on the report at run time.  If the status is reporting Chart is inactive with a large red exclamation mark, then the chart will not be displayed within the Report Viewer.  Select the OK button to save the configuration.

Warning:
When saving a report, only changes made to active charts will be saved.  

Format Options 

Formatting options can be changed at any time by opening the report within the Report Builder and selecting the Charts icon.

Pie Chart Format
Chart Data and Chart Formatting can be setup or modified for a new or existing pie chart from the Pie Chart tab of the Chart Configuration window.

The following data must be specified. By default, the first available value will be selected.

Chart Date
  • Sector Label: The field chosen will be represented as separate sectors or “slices” on the pie chart for each possible value. The available field list for the sector label will be limited to Text field types within the data sets included on the report. 
  • Sector Data: The field chosen will be represented as the quantity of each label on the chart. The available field list for the data sector will be limited to Money, Number, and ID field types within the data sets included on the report. 
  • Aggregation: This option determines how the value for each sector will be calculated. The available options are based on the data type chosen for the Sector Data. Money fields can be aggregated by Sum, Average, Maximum, and Minimum. Number fields can be aggregated by Sum, Average, Count All, Count Unique, Maximum and Minimum. ID fields can be aggregated by Count All or Count Unique.

Chart Formatting

Label Type:

    • None: No label will be displayed on the chart.
    • Simple: The label is shown directly on the corresponding sector.
    • Line: The label is shown outside of the chart with a line connecting it to the corresponding sector.
  • Use Multiple Colors: When this checkbox is not selected, all sectors within the pie chart are filled with the same color when the chart is generated.  When this checkbox is selected, the sectors within the pie chart are filled with different colors.  By default, the Use Multiple Colors option is disabled.

Bar Chart Format
The Chart Data and Chart Formatting can be setup or modified for a new or existing bar chart from the Bar Chart tab of the Chart Configuration window.

Chart Data
  • Axis Label: The field chosen will be represented as separate bars or columns/rows on the bar chart for each possible value. The available field list for the axis label will be limited to Text field types within the data sets included on the report. 
  • Axis Data: The field chosen will be represented as the quantity of each columns/row on the chart. The available field list for the data sector will be limited to Money, Number, and ID field types within the data sets included on the report.
  • Aggregation: This option determines how the value for each column/row will be calculated. The available options are based on the data type chosen for the Axis Data. Money fields can be aggregated by Sum, Average, Maximum, and Minimum. Number fields can be aggregated by Sum, Average, Count All, Count Unique, Maximum and Minimum. ID fields can be aggregated by Count All or Count Unique.
Chart Formatting
  • Bar Chart Formatting: Controls how the chart is displayed. Formatting options include Vertical or Horizontal. By default, the orientation is set to Vertical.
  • Space Between Bars: Controls the width of the bars. Formatting options are between 0 and 20. Setting these values will cause the width of the bar to expand or shrink (i.e. the larger the space between bars the more narrow the bars are and vice versa).  By default, the Space between Bars is set to 5.
  • Use Multiple Colors: When this checkbox is not selected, all columns/rows within the bar chart are filled with the same color when the chart is generated.  When this checkbox is selected, the columns/rows within the bar chart are filled with different colors.  By default, the Use Multiple Colors option is disabled.
  • Show Bar Data Value: When this is selected, the numeric value for the axis data will be display on the top of (or to the side of) each bar on the chart.  When this checkbox is not selected, the value labels are not shown on the chart.  By default, the Show Bar Data Value is not enabled.
Line Chart Format
The Chart Data and Chart Formatting can be setup or modified for a new or existing line graph from the Line Graph tab of the Chart Configuration window.

The following data must be specified. By default, the first available value will be selected. 

Chart Data

  • Axis Label: The field chosen will be represented as the x-axis (horizontal axis) of the graph.  The available field list for the axis label will be limited to Date field types within the data sets included on the report.
  • Format: This option will impact the format in which the date values are shown on the axis.  In addition, it will also impact the interval of data points on the graph.
  • Axis Data: The field chosen will be represented as the y-axis (vertical axis) of the graph. Multiple fields can be added to the Axis Data set and each will be displayed as a separate line on the graph.  

Add Axis Data
Follow the instructions below to add a field to the Axis Data:
  1. Click on the Add button within the Chart Configuration window. 
  2. This will launch a new pop up to configure the new line.  Click on the Data drop down menu to select a field for plotting.  The available field list for the axis data will be limited to Money, Number, and ID field types within the data sets included on the report. 
  3. Click on the Aggregation drop down menu to choose how each data point will be calculated for the specific time interval.
  4. Select a Line Color for each field within the Axis Data.
  5. Once all formatting choices for the new line have been made, selecting the Save button will add it to the Axis Data set.

Remove Charts

Follow the instructions below to remove a chart:

  1. Open the report you wish to remove the chart from within the Report Builder and then click on the Charts icon.
  2. Click on the chart type you wish to remove and then click on the large green check mark in the bottom right hand corner of the Chart Configuration window.  The status should read Chart is inactive with a large red exclamation mark.  Select the OK button to save the configuration.

Co-Displays

Collaborative Displays also known as Co-Displays can be added to a report for display at run time through the Report Viewer.  A Co-Displays is an additional table that can be added to the report.  The data in the table must correspond to the data within the Main Table but does not have to share the same column layout or field aggregation.  Often, collaborative displays are used to show summary tables related to the detailed table in the Main Table.

Check Your Understanding:
For example, a report showing charges billed over a specific duration may contain a detailed Main Table which consists of Patient ID, Patient Name, Patient Provider, Claim ID, and Charge Amount. When run, the Main Table may look as follows:


Patient ID

Patient Last Name

Patient First Name

Patient Provider

Claim ID

Charge Amount

12345678

Smith

John

Dr. Jones

11111111

$10.00

11223344

Smith

Jane

Dr. Jones

11112222

$20.00

11999999

Johnson

Steve

Dr. Adams

22222222

$100.00

In addition, the report could also contain a collaborative display which consists of Provider Name, and Charge Amount aggregated by sum.  This table would be showing a summary of charges by provider over the same duration.  When run, the collaborative display may look as follows:

Provider Name

Charge Amount

Dr. Jones

$30.00

Dr. Adams

$100.00

When the report is run from within the Report Viewer, the Main Display and any Co-Display will be populated at the same time and shown on separate tabs within the report.

Add Co-Displays

Information shown on a collaborative display is specified by the fields and formatting options chosen for the Columns within the Collaborative Displays configuration window. 

Follow the instructions below to add a Co-Display to the Columns pane of the Report Builder:

  1. To add a co-display to a report, click on the Co-Displays icon within the Report Builder.
  2. The Collaborative Displays window will open, allowing you to select the co-displays you wish to add to your report.
  3. Each Co-Display being added to the report requires a Title.  The title entered will be displayed on a sub-tab within the report when run within the Report Viewer.  The title can be 60 alphanumeric characters.
  4. In the Report Fields pane, expand the Report Field category which contains the field you wish to include as a column or use the Field Search to search for fields in all categories. When using the search feature, the Report Fields list will filter fields that have a full or partial match related to the text entered. To refine results simply expand the category folder. 
  5. Once you've located the desired field, drag and drop the field into the Columns pane. The available field listing is limited to only those data sets included on the Main Table.

Note:
The same Formatting options exist for fields within the Co-Display as the Main Table of the report. For more information about field Formatting, please see section 3.1.2. The same Aggregation options exist for fields within the Co-Display as the Main Table of the report. For more information about field Aggregation, please see section 3.1.3. The same Display totals option exists for fields within the Co-Display as the Main Table of the report. For more information about the Display totals option, please see section 3.1.4.

The results shown on a Co-Display can be organized into Groups.  Groups combine like results based on a specified field into a collapsible node on the display.

Follow the instructions below to add a Co-Display to the Groups pane of the Report Builder:

  1. To add a co-display to a report, click on the Co-Displays icon within the Report Builder.
  2. The Collaborative Displays window will open, allowing you to add co-displays to your report.
  3. Each Co-Display being added to the report requires a Title.  The title entered will be displayed on a sub-tab within the report when run within the Report Viewer.  The title can be 60 alphanumeric characters.
  4. In the Report Fields pane, expand the Report Field category which contains the field you wish to include as a group or use the Field Search to search for fields in all categories. When using the search feature, the Report Fields list will filter fields that have a full or partial match related to the text entered. To refine results simply expand the category folder.
  5. Once you've located the desired field, drag and drop the field into the Groups pane. The available field listing is limited to only those data sets included on the Main Table. The available field listing is limited to only those data sets included on the main report.

Note:

  • Grouping levels can be specified for grouped fields within the collaborative display the same as they are for the main display. For more information on setting grouping levels, please see section 3.3.2. For Collaborative displays, multiple fields cannot be set to the same grouping level. 
  • Data shown on the collaborative displays is determined by the same filter criteria applied to the main report display.

Additional collaborative displays can be added by clicking on the Add button within the Collaborative Displays configuration window.  For each collaborative display added, a new setup area will be displayed to capture the Title, Columns, and Groups for the additional collaborative display.  Up to 10 collaborative displays can be added to a report.

Reorder Collaborative Displays

Within the Collaborative Display configuration window, the ordering of the collaborative displays, from top to bottom, determines the order of the tabs, from left to right, that will be displayed in the Report Viewer when the report is run.  To change the ordering of the collaborative displays, use the up/down arrows next to the Groups list for each collaborative display.  Select the OK button to save the configuration.

Remove Co-Displays

Within the Collaborative Display configuration window, a collaborative display can be removed from a report by selecting the ‘X’ next to the Groups pane for each collaborative display.  Select the OK button to save the configuration.

Warning:
Once a collaborative display has been removed the configuration will be lost. Adding another collaborative display back into the report at a later time will require the data configuration and formatting options to be setup from scratch.

Sharing

Reports created through the Report Builder can be shared with other users within the same account.  By default, new reports created through the Report Builder are not shared with any users other than the creator.

Follow the instructions below to share the report with other users:

  1. To share a report, click on the Sharing icon within the Report Builder.
  2.  This will launch the Access Permissions window.  The Access Permissions window will contain a listing of all customers the report owner has access to along with the users within each of those customers. 
  3. Selecting the All node at the top of the list will select/deselect all users in the list. 
  4. Selecting the node for an individual customer within the list will select/deselect all users within that customer. 
  5. Selecting the node for an individual username within the list will select/deselect that specific user.  
  6. Once the desired users and editing settings have been chosen, select the OK button and save the report for the changes to take effect.  Sharing setting can be modified at any time for a report.
When a report is shared with a user, it will be listed within that user’s Reports list in the Report Viewer.  The user will then be able to run the report provided they have sufficient permission levels set for the CollaborateMD Reports permission. When sharing a report, users can also be granted rights to make changes to the report through the Report Builder

Follow the instructions below to allow users to edit reports that have been shared with them:
  1. Select the Grant editing rights option within the Access Permissions window.  The selected users will then be able to edit the report within the Report Builder provided they have sufficient permission levels set for the Report Builder permission.  By default this option is not selected.

Note:

Sharing can also be modified from the Report Viewer by locating the report within the reports list, right clicking on the report title, and selecting the Edit User Access. This will launch the Access Permissions window as described above.

Connections

When fields from multiple categories sets are added to a report, the Report Builder must know how the fields are related to one another.  

For example, a report for claims entered in a specific date range may contain the following fields:

  • Patient Name
  • Patient Date of Birth
  • Claim From Date
  • Claim Amount

This report contains data from both the patient category and the claim category (Note: Claim categories do not contain the Patient Date of Birth).  In this example, the Report Builder must relate the claim category fields to the patient category fields, based on the patient account number.

In this case, the Report Builder automatically knows how to join the two because there is only one possibility as illustrated:

INSERT

When a field from a third category set is used on a report, a decision must be made to determine how to associate the new field set as illustrated below:

INSERT

Sometimes, this decision must be made by the user.  When required, the user will be prompted with a New Connection dialog window allowing them to specify how the new field is to be associated to the other field’s sets on the report. The choice made for how the data sets are associated have an impact on what data is returned on the report. 

Consider the previous example report for claims entered in a specific date range but with the following columns this time:

  • Patient Name
  • Patient Date of Birth
  • Claim From Date
  • Claim Amount
  • Provider Name
When selecting the Provider Name field the Report Builder will display the New Connection window because a choice must be made to associate the Provider information to either the patient data set or the claim data set. 

If the provider fields are associated to the patient fields, the 
Provider Name displayed on the report will display the provider that is currently defaulted on the patients account. If the provider fields are associated to the claim fields, the Provider Name displayed on the report will display the provider that is listed on the claim.  This would impact the report data in instances where the patient’s default provider changed after claims had already been billed for that patient under a different provider.

When fields are removed from a report the Report Builder will refresh the data connections.  Consider the example report containing:

  • Patient Name
  • Patient Date of Birth
  • Claim From Date
  • Claim Amount
  • Provider Name

 If the Patient Name and Patient Date of Birth fields are removed leaving no more fields from the patient data set the Report Builder will automatically update the association of the provider data set to that of the claim data set. In instances where the Report Builder cannot automatically determine how to re-associate the data sets, the New Connection window will be presented to the user for the required input.

Base Data Sets

When fields from more than one data set are included on a report, one of the data sets may be specified as the base data set.  When a data set is specified as the Base Data set, values within that data set must be present for a record to show in the report results.

The Base Data set can be specified at the time the report is created, or changed anytime after when editing the report.  To choose the base data set, select the desired data set from the Base Data drop down located below the Columns listing on the Report Builder.  Please note that only data sets pertaining to fields already used on the report will be available in the drop down menu.

Check Your Understanding:
For example, take a report which consists of Patient ID, Patient Name, and Referring Provider. Specifying the Patient Data as the Base Data set would result in a listing of patients with their Referring Provider if one had been specified. When run, the Main Table may look as follows:


Patient ID

Patient Last Name

Patient First Name

Referring Provider

12345678

Smith

John

Dr. Jones

11223344

Smith

Jane

 

11999999

Johnson

Steve

Dr. McDonald


Notice that the patient Jane Smith was included on the report even though there has been no Referring Provider entered into the system for this patient.  Changing the Base Data to be Referring Provider Data would change the meaning of the report to show a listing of patients with Referring Providers.  When run, the collaborative display may look as follows:

Patient ID

Patient Last Name

Patient First Name

Referring Provider

12345678

Smith

John

Dr. Jones

11999999

Johnson

Steve

Dr. McDonald


Notice that only those patients with Referring Providers are now included on the report.