* Option Name: Shows the name of the Report. This is a mandatory field.
Code: Shows the code for the report. This code helps the users to search for the required Tabular Report.
* Report Header: The name of the report is printed as the report header on Tabular Reports screen.
* Classification: This field is a text field supported with 50 characters. These options can be seen in Classification drop down list on Reports → Tabular. It helps the user to group reports as required.
Under Manage Columns the following four columns are available:
Entities: Entities represent the Master Table and Transactional Tables (e.g., MST_PATIENT as Patient, TRN_ENCOUNTERS as Encounters). The first entity is selected by default. Filter
icons are available for entities with filter data present in the MST_REPORT_DESIGN_FILTER Table.
Available Columns: This column displays the field names of selected entities, and checkboxes allow users to select which fields to display on the report. A Search field is present to find specific table fields.
Selected Columns: In this column, you can see the selected columns and can remove columns using the Remove icon. The columns can be rearranged using the six-dotted drag and drop icon.
Field Columns: This column shows attributes of each field, and you can change field attribute values.
Day checkbox: Select this checkbox for two dropdowns, Field and Operator to appear.
Period checkbox: Select this checkbox to enable Periods
button. This button when clicked invokes a popup giving User a List of date duration to choose from. The values selected are displayed as values under the Period dropdown menu on the Tabular Reports screen.
Provider checkbox: Select this checkbox to see the Provider list as a dropdown list on Tabular Reports screen.
Code checkbox: Select this checkbox to enable fields for Code Title and Search to enter Report title and provide a specific search on the report if required. Help icon is provided besides Search field. This icon is enabled only when Code checkbox is checked.
Code Title: Enter label for the applicable code. Code Title field supports 20 characters.
Search: Depending upon the keyword entered in the Search textbox the respective search is provided for the User on tab: Reports → Tabular else if left as blank then a blank text field is displayed that gives provision to you to enter relevant value against the Code title to be displayed in the report. The value entered is incorporated at the time the report is executed. You can use Code Title along with the Search field or only Code Title with No search textbox. For single value, you can pass SELECTED _ID and for multiple value you can pass SELECTED_MID. The search icon is only enabled when Code checkbox is checked. Search field accepts 20 values. For example, if the Code Title is ‘Insurance’ and the Search field has the keyword "INSURANCE" then tabular report generated has the Report title as ‘Insurance’ and an Insurance search are displayed.The Search section is provided with text-box listing all supported keywords to be used for “Code”. Clicking the Reports
icon displays list of all the keyword supported.
Patient Filter checkbox: To use this filter, MST_PATIENT table should be present in SQL.
Billing Filter checkbox: To use this filter, TRN_BILLING_HEAD table for header level filters and TRN_BILLING_DET table for detail level filters should be present in SQL.
SAVE button: Click on the SAVE button to save the changes on the Tabular Report builder popup. If any of the checkboxes are checked but their corresponding values are not selected, then on trying to save the changes alert is shown. It is also important to enter mandatory values before saving to avoid seeing an alert.
CANCEL button: Click on the CANCEL button to close the Tabular Report builder popup.
| See Also: | Tabular Report Definition | Filters for Entities |
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