* Option Name: Shows the name of the report. This is a mandatory field.
Code: Shows the code for the report. This code helps users search for the required Tabular Report.
* Report Header: The name of the report is printed as the report header on the Tabular Reports screen.
* Classification: This field is a text field that supports up to 50 characters. These options can be seen in the Classification dropdown list on Reports → Tabular. It helps users to group reports as required.
Under Manage Columns, the following four columns are available:
Entities: Entities represent the master tables 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 the 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 remove them using the Remove icon. The columns can be rearranged using the six-dotted drag-and-drop icon.
Field Columns: This column shows the attributes of each field, and you can change the field attribute values.
Day Checkbox: Select this checkbox for two dropdowns, Field and Operator, to appear.
Period Checkbox: Select this checkbox to enable the Periods
button. This button, when clicked, invokes a popup giving the user a list of date durations to choose from. The selected values are displayed 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 the Tabular Reports screen.
Code Checkbox: Select this checkbox to enable fields for Code Title and Search to enter a report title and provide a specific search on the report, if required. A Help icon is provided beside the Search field. This icon is enabled only when the Code checkbox is checked.
Code Title: Enter a label for the applicable code. The Code Title field supports up to 20 characters.
Search: Depending on the keyword entered in the Search textbox, the respective search is provided for the user on the Reports → Tabular tab; otherwise, if left blank, a blank text field is displayed that allows you to enter the relevant value against the code title to be displayed in the report. The value entered is incorporated when the report is executed. You can use Code Title along with the Search field, or only Code Title without a search textbox. For a single value, you can pass SELECTED_ID, and for multiple values, you can pass SELECTED_MID. The Search icon is enabled only when the Code checkbox is checked. The Search field accepts up to 20 values. For example, if the Code Title is 'Insurance' and the Search field has the keyword "INSURANCE", then the generated tabular report has the report title 'Insurance' and an insurance search is displayed. The Search section is provided with a text box listing all supported keywords to be used for "Code". Clicking the Reports
icon displays a list of all supported keywords.
Patient Filter Checkbox: To use this filter, the MST_PATIENT table must be present in SQL.
Billing Filter Checkbox: To use this filter, the TRN_BILLING_HEAD table for header-level filters and the TRN_BILLING_DET table for detail-level filters must be present in SQL.
Save Button: Click the Save button to save the changes on the Tabular Report Builder popup. If any of the checkboxes are selected but their corresponding values are not specified, an alert is displayed when you try to save the changes. It is also important to enter all mandatory values before saving to avoid an alert.
Cancel Button: Click the Cancel button to close the Tabular Report Builder popup.
| See Also: | Tabular Report Definition | Filters for Entities |