Use the Custom Report to generate a comma-separated values (CSV) file that contains specific data elements for one or more patients. As described in Patient Reports, you can start the report generation process from either the Dashboard or the Filters tab. After searching for and selecting patients, go to Views and choose Custom Report. Then, select the data elements you want to include in the report. Each data element appears as a column in the report.
Refer to Configurable Form Fields for descriptions of the available elements.
Use the right arrow to move columns from the Available to Selected Columns panes. All details you add to the right pane will be included in the report. To remove a column, use the left arrow. Use the other arrow buttons to move a selected column up or down in the right pane. This defines the order in which the data elements appear as columns in your report. The report can be opened and viewed using a text editor or spreadsheet application, such as Microsoft Excel®.
To generate the Custom Report for one patient
- Find the patient or client record:
- In a client list gadget.
- By clicking the view icon in the client list gadget to open the patient list.
- By clicking an area in a client summary gadget to open the patient list.
- By using the Filters tab.
- In the gadget, patient list, search results or dashboard, click the view icon for the patient. The Detailed Patient Information window opens.
- Click More, point to Views, and select Custom Report. The Custom Patient Report window opens.
- To add data elements (and columns) to the report:
- Click an element in the Available pane.
- Click the right arrow to move it to the Selected Columns.
- Repeat these steps for each column you want in the report.
- Use the arrow buttons to define the order of the columns.
- Click Generate CSV. The file is generated and downloaded according to your browser settings.
To generate the Custom Report for one or more patients
- Find the set of records by:
- Clicking the view icon in the client list gadget to open the patient list.
- Clicking an area in a client summary gadget to open the patient list.
- Using the Filters tab.
- In the patient list or search results, select the check box for each patient or client you want to include in the report.
- Click Views and select Custom Report. The Custom Patient Report window opens.
- To add data elements (and columns) to the report:
- Click an element in the Available pane.
- Click the right arrow to move it to the Selected Columns.
- Repeat these steps for each column you want to appear in the report.
- Use the arrow buttons to define the order of the columns.
- Click Generate CSV. The file is generated and downloaded according to your browser settings.