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Reporting

The Reporting Dashboard provides a comprehensive view of your organization's data and metrics. It offers various tabs and features to help you analyze and manage your information effectively.

Dashboard Tabs​

Overview​

The Overview tab presents a high-level summary of your organization's key metrics. It includes:

  • Resource counts (e.g., Patients, Appointments, Documents, Tasks, Observations, Questionnaire Responses)
  • Trend indicators for each metric
  • A time-based bar chart showing new patients and tasks over time

Campaigns​

If the campaigns feature is enabled for your organization, this tab provides insights into your campaign performance and metrics.

Reports​

Example Report Output Example of a report showing patients without intake visits

The Reports tab allows you to view, create, and manage custom reports. Features include:

  • Selecting from a list of predefined reports
  • Creating new reports with custom queries
  • Viewing report data in a grid format with sorting and filtering capabilities
  • Exporting report data
  • Editing report details (name, category, description, and query)

Report Configuration​

When creating or editing reports, you'll need to provide:

  • Name: A clear, descriptive name for the report (3-100 characters)
  • Description: Detailed explanation of what the report shows (10-500 characters)
  • Category: Organizational grouping for the report (required)
  • SQL Query: The BigQuery SQL statement that generates the report data
    • Must start with SELECT or WITH
    • Must include your organization's dataset
    • Supports parameterization for dynamic reports

Draft Management​

When editing reports, your work is automatically saved as drafts to prevent data loss:

  • Auto-save every 60 seconds when changes are detected
  • Visual indicators for unsaved changes and saving status
  • Draft recovery available if you accidentally close the page
  • Drafts are automatically cleaned up after successful save

Report Saving​

  • Success notifications confirm when reports are saved
  • Clear error messages if there are any issues
  • Proper validation of all required fields

Duplicates​

The Duplicates tab helps you identify and manage potential duplicate patient records. It offers:

  • A list of potential duplicate entries
  • Ability to compare and merge duplicate records
  • Bulk merge functionality for multiple duplicates

Key Features​

Custom Reports​

  • Create, view, and manage custom reports
  • Use SQL-like queries to generate report data
  • Export report data in various formats
  • Auto-save protection against data loss

Advanced Grid Capabilities​

The reporting grid provides powerful data analysis features:

  • Column sorting (click column headers)
  • Filtering (use the filter icon in column headers)
  • Grouping (drag columns to the grouping area)
  • Aggregation (count, sum, average, etc.)
  • Column resizing and reordering
  • Export to CSV or Excel

Data Visualization​

  • Grid views with sorting, filtering, and grouping capabilities
  • Charts and graphs for visual data representation
  • Date formatting for improved readability
  • Automatic column type detection (text, date, number)

Duplicate Management​

  • Identify potential duplicate patient records
  • Compare and merge duplicate entries
  • Perform bulk merge operations

Tips & Best Practices​

Working with Reports​

  • Save your work frequently, though auto-save will protect your changes
  • Use the preview feature to verify your SQL queries before saving
  • Check for existing drafts when reopening a report
  • Clear error messages will guide you if there are any issues
  • All required fields must be filled: name, description, category, and query

Writing Effective Queries​

  • Start with SELECT or WITH statements only (other SQL operations are restricted)
  • Always include your organization's dataset in the query
  • Use the {{dataset_id}} placeholder to reference your dataset
  • Keep queries focused on specific insights for better performance
  • Use the auto-generate description feature to create concise report descriptions

Security Considerations​

  • Queries are validated for security before execution
  • Parameter values are sanitized to prevent injection attacks
  • Reports are organization-specific and respect access controls
  • Error messages are designed to be informative without exposing sensitive details

By utilizing these reporting features, you can gain valuable insights into your organization's data, streamline your operations, and make informed decisions based on accurate and up-to-date information.