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Roadmap: Working with standard reports

OutcomeLogix reporting provides a library of standard reports through the Oracle Business Intelligence Publisher tool (BI Publisher). These standard reports satisfy the reporting needs of most site users. For example, you can use standard reports to report on the number of visits that are complete for a study, the number of forms that are frozen or locked, patient enrollment statistics, eCodes distribution, or, if your study includes a call center, the number of calls made by each staff member every day.

Roadmap for working with standard reports

Step

Action

Description

1

View a standard report.

  1. Select Reports (Reporting icon. Click to navigate to the Reporting page.).
  2. Click the link for the report to view.

2

Work with a standard report.

Using options in the BI Publisher tool, perform the following procedures as needed.

 

Change the sort order of data in the columns.

  • From the View drop-down list, select the desired format. In the column to sort, click the arrow in the column heading, and select the sorting option.

 

Filter the data in the report.

  • Graphs and report listing—Right-click the report sub-heading area above the graphical view, and select a filtering option.

    The charts or graphs and the report listing reflect the filter selection.

  • Report listing only—Right-click a column, and select a filtering option.

    Only the report listing reflects the filter selection.

 

View the report in various formats.

  • From the View drop-down list, select the desired format in which to view the report (for example, RTF, PDF, Microsoft Excel spreadsheet software).

 

Export a standard report.

  1. From the Actions drop-down list, select Export.
  2. From the Export drop-down list, select the output format in which to export the report.

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