iHRIS:Create Reports

Reports enable analysis of health worker data in various ways. The options for building custom reports are located on the Configure System page under "Manage Reports." Click View Reports 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.

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 Form Relationships under "Manage Reports" on the Configure Systems 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 Reports under "Manage Reports" on the Configure Systems 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 Generate. If for some reason the report generation fails, click Generate (Forced) to correct it.

Reports can be exported to an XML format file by clicking Save All Reports 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 Report Views under "Manage Reports" on the Configure Systems screen. All users may access the defined reports by clicking View Reports on the home page or left navigation screen.

Pre-defined Report Views in iHRIS Manage

The following pre-defined report views are available once iHRIS Manage is installed.

Staff Reports

These reports pertain only to employees who have records in the system. The lists can be filtered by the employee's nationality, or the facility or department where the employee is located. The charts can be filtered by employee nationality or gender, or the facility or type of facility where employees are located.

Staff Directory: The table displays all employees alphabetically by surname.

Home Contact List: The table displays all employees' home addresses.

Emergency Contact List: The table displays all employees' emergency contact information.

Salary List: The table displays all employees' hire date, current salary and starting salary.

Classification Breakdown: This pie chart compares the total number of employees in each job classification.

Job Breakdown: This pie chart compares the total number of employees in each job.

Nationality Breakdown: This pie chart compares the total number of employees in each nationality.

Age Distribution: This bar chart displays the total number of employees in different age ranges.

Hires Per Year: This bar chart displays the total number of employees hired into an open position each year.

Retirement Planning: This line chart shows the number of employees expected to retire in each year based on a standard retirement age of 65.

Position Reports

These reports pertain only to positions entered in the system. They can be filtered by job, facility and department where the position is located, position status, cadre and job classification.

Position List: The table lists all positions.

Position Open Duration: The table report is for assessing how long each position was open before it was filled.

Facility Reports

These reports pertain only to offices or facilities entered in the system. They can be filtered by the facility type and by the country and district where the facility is located.

Facility List: The table lists all offices and facilities.

Search Reports

These reports enable users to search for specific employee's record by the employee's surname, status, job or facility where the employee is deployed. The same report can be accessed from the Search Records screen.

Pre-defined Report Views in iHRIS Qualify

The following are the general kinds of reports that can be displayed and a description of each specific report.

People Reports

These reports display data pertaining generally to people that have been entered in the system. All of these reports can be filtered by the gender and cadre of the health worker, and limited to a range of intake dates.

Final Exam/Registration Report: How many students took the final exam and registered after completing their first training?

Pass/Fail Report: What are the pass/fail results for the national exam for a person's first training?

Students by Intake Year: How many students entered their first training during each intake year?

Students in Training by Training Year: How many students are currently in training, displayed by the year of training?

Top Birth Districts: What are the top birth districts of students entering training?

Institution Reports

These reports display data pertaining to training institutions entered in the system. They can be filtered by district and facility agent.

List of training institutions: The table displays all training institutions alphabetically by name.

Discontinuation Reports

These reports display data pertaining to discontinuations and resumptions of training programs by students. They can be filtered by the disruption category or the disruption reason.

Discontinuation by Year: How many students discontinued training each year?

Discontinuation Reason: How many students discontinued training for each reason for discontinuation?

Discontinuation Reason Category: How many students discontinued training for each broad category of discontinuation reasons?

Resumption Report: Of the students who discontinued training, how many resumed training and how many did not resume training?

Exam Reports

These reports display data pertaining to exam results entered in the system. These reports can be filtered by results and cadre and limited to a range of intake dates.

Pass/Fail by Exam Year: How many students passed the exam and how many failed for each year the exam was given?

Pass/Fail Report: What are the total passing and failing grades for the national exam?

License Reports

These reports pertain only to licensed health workers. They can be filtered by the cadre of the health worker.

Licensed Health Workers: Displays a list of all licensed health workers.

Licensed Health Workers by Cadre: How many health workers are licensed in each cadre?

Registration Reports

These reports pertain only to registered health workers. They can be filtered by the cadre of the health worker and limited to a range of intake dates.

Registered Health Workers: Displays a list of all registered health workers.