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Accessed through the Report menu, Resource Reports list the reports you have rights to view, such as the Resource Details and Incoming Patient Notification Details reports.
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To access the Resource Details report, you must have
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the Setup Region Information
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right enabled. Then, all resources for which you have
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the Run Reports
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right are available and you can choose which ones to include in the report.
After selecting resources, the status types associated with those resources that you are authorized to view
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are available on the next tab. After selecting the status types, the report is generated and automatically downloaded in Microsoft® Excel® format.
You may also be able to access and generate a report about incoming patient notifications. Refer to the Incoming Patient Notification report for details
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.
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To
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generate the Resource Details report
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- In the
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- main menu, click Report and then click Resource Details.
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- The Resource Detail Report page opens with the Resources tab active.
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- Select the checkboxes for every resource you want to include.
Tip: You can filter the list by selecting a resource group, status (active or inactive), resource type, or entering part of the name, and
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- clicking Search. Also, you can reorder the
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- list by clicking any column header.
- At the bottom of the
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- list, click Next. The Status Types tab
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- opens.
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- Select the checkboxes for the status types you want to include.
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- Click Generate Report. The
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- Jobs page opens.
- Click the report to download it according to your browser settings.