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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.
To access the Resource Details report, you must have
the Setup Region Information
right enabled. Then, all resources for which you have
the Run Reports
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
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.
To generate the Resource Details report
- In the main menu,
- click Report and then click Resource Details. The Resource Detail Report page opens with the Resources tab active.
- 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 clicking Search. Also, you can reorder the
- list by clicking any column header.
- At the bottom of the
- list, click Next.
- The Status Types
- tab opens.
- Select the checkboxes for the status types you want to include.
- Click Generate Report. The
- Jobs page opens.
- Click the report to download it according to your browser settings
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