iHRIS:Create Reports: Difference between revisions

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Reports enable analysis of health worker data in various ways. The options for building custom reports are located on the <u>Configure System</u> page under "Manage Reports." Click <u>View Reports</u> on the home page or left side menu to run, print and export standard or customized reports of health workers and offices/facilities, statistical charts and other pre-configured reports. Administrators can define report relationships, reports and report views for other users to access; Managers can also create new report views.
#REDIRECT [[iHRIS:Create Reports (4.0.5)]]
 
 
== Report Relationships ==
 
 
The Administrator can define a relationship between system forms on which to base reports, or can edit or delete an existing report relationship. Defining report relationships requires extensive knowledge of the database and forms used in iHRIS and is restricted to Administrators. Unless you understand report relationships, you should not edit or delete the existing report relationships pre-defined in iHRIS. These report relationships are used to create the standard reports that are available once iHRIS is installed.
 
To edit the pre-defined report relationships and define new relationships, click <u>Form Relationships</u> under "Manage Reports" on the <u>Configure Systems</u> screen.
 
 
== Reports ==
 
 
The Administrator or Manager can define a new report, or can edit or delete an existing report. Creating reports requires some knowledge of the data fields used in iHRIS. Unless you understand these fields, you should not edit or delete the existing reports pre-defined in iHRIS. These reports are used to create the standard report views that are available once iHRIS is installed.
 
To edit the pre-defined reports and create new reports, click <u>Reports</u> under "Manage Reports" on the <u>Configure Systems</u> screen. Reports are generated automatically every 10 minutes. The time the report was last generated is shown beneath the report name. If you need to manually generate a report--to immediately show a change to the database, for example--do so by clicking <u>Generate</u>. If for some reason the report generation fails, click <u>Generate (Forced)</u> to correct it.
 
Reports can be exported to an XML format file by clicking <u>Save All Reports</u> at the bottom of the screen.
 
 
== Report Views ==
 
 
Report views define how data are displayed in a report. Multiple report views can be created for the same report so that data may be aggregated and analyzed in various ways. For each report, data can be displayed either as a table or as a chart. The data may also be exported for further analysis, or the report may be printed.
 
Administrators and Managers can create new report views or edit views that have already been defined. At least one report view must be defined before a report can be run. Other users may run any report view, but they cannot create new views. Creating report views requires some knowledge of the data fields used in iHRIS. Unless you understand these fields, you should not edit or delete the existing report views pre-defined in iHRIS.
 
To edit the pre-defined report views and create new report views, click <u>Report Views</u> under "Manage Reports" on the <u>Configure Systems</u> screen. All users may access the defined reports by clicking <u>View Reports</u> on the home page or left navigation screen.
 
=== Pre-defined Report Views in iHRIS Qualify ===
 
The following pre-defined report views are available once iHRIS Manage is installed.
 
==== Training Reports ====
 
'''Search Training:''' Search based on training information.
 
'''Registered Health Workers:''' A list of all registered health workers.
 
'''Registrations by Cadre:''' A list of all registrations in the system.
 
'''Licensed Health Workers:''' A list of all licensed health workers.
 
'''Licensed Health Workers by Cadre:''' A chart of all licensed health workers by cadre.
 
'''Exam Pass/Fail:''' A pass/fail comparison for all exams.
 
'''Exam Pass/Fail by Year:''' A pass/fail comparison for all exams by year.
 
'''Discontinuations by Category:''' A pie chart of all discontinuation categories.
 
'''Discontinuations by Reason:''' A chart of all discontinuations by reason.
 
'''Discontinuations by Year:''' A chart of all discontinuations by year.
 
'''Resumption Report:''' A pie chart of disruptions that have been resumed or not.
 
==== Search Reports ====
 
'''Search People:''' Search people in the system.
 
==== Person Reports ====
 
'''Top Birth District:''' A pie chart of the top districts entering training.
 
'''Student Intake Year:''' The number of students entering training by year.
 
'''Pass/Fail by First Training:''' The pass/fail results for each person's first training.
 
'''Registration Results by First Training:''' The registration results for each person's first training.
 
'''Students in Training by Year:''' Students by intake year that are broken down by in or not in training.
 
==== Training Institutions ====
These reports display data pertaining to training institutions entered in the system. They can be filtered by district and facility agent.
 
'''Training Institutions:''' A list of all training institutions.

Latest revision as of 11:36, 10 June 2010