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Enhanced Reporting System

The Enhanced Reporting Dashboard provides a comprehensive and intelligent view of your organization's data and metrics. It offers advanced features including AI-powered report composition, intelligent summarization, real-time previews, and sophisticated data analysis tools to help you analyze and manage your information more effectively than ever before.

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.

Enhanced Reports Interface​

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

The Reports tab has been completely redesigned with advanced features and intelligent capabilities:

New Interface Features​

  • Redesigned report search interface with improved filtering and navigation
  • Advanced report editing tools with real-time previews and validation
  • Intelligent report summarization technology for automatic report descriptions
  • Enhanced grid capabilities with advanced sorting, filtering, and grouping

Core Reporting Capabilities​

  • Choosing from the built-in reports every organization gets out of the box, or creating your own custom reports
  • Creating new reports with AI-assisted query building and validation
  • Viewing report data in an enhanced grid format with advanced analytics capabilities
  • Export options including CSV and JSON data export, per-report downloads, and grid export to CSV or Excel
  • Advanced report editing with syntax highlighting, auto-completion, and error detection

AI-Powered Features​

  • Intelligent Report Composer: AI assistance for creating complex queries and reports
  • Automated Description Generation: AI-powered summarization of report content and purpose
  • Smart Query Suggestions: Intelligent recommendations for improving report performance
  • Foundation for AI Report Copilot: Advanced AI features coming soon for guided report creation

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 SQL statement that generates the report data
    • Must start with SELECT or WITH
    • Must include your organization's dataset
    • Supports parameterization for dynamic reports

Enhanced Draft Management System​

The advanced draft management system provides comprehensive protection against data loss:

  • Intelligent auto-save every 60 seconds with change detection and optimization
  • Visual indicators for unsaved changes and saving status
  • Advanced draft recovery available if you accidentally close the page or experience connection issues
  • Automatic cleanup of drafts after successful save

Advanced Report Saving & Validation​

  • Real-time validation with immediate feedback on query syntax and structure
  • Success notifications with detailed confirmation of saved changes
  • Comprehensive error handling with specific guidance for resolution
  • Field validation ensuring all required fields meet quality standards
  • Performance optimization suggestions for complex queries

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

See Duplicate Patient Resolution for the full guide to how duplicates are detected, reviewed, and merged.

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

Report Builder Segments​

The Report Builder includes a segment builder that lets you define reusable patient cohorts by combining filters over your organization's FHIR data — without writing any SQL. A saved segment can be used as a report input or handed off to a campaign as its audience. These are distinct from the campaign audience segments used by the legacy outreach flow: Report Builder segments are built directly from clinical and operational FHIR data and are backed by BigQuery.

Where to find it​

Segments live in the admin console under Outreach → Segments and are available to Organization Admins and Platform Admins. From the list you can create, search, rename, duplicate, and delete segments, and see each one's estimated patient count, last-modified time and author, and campaign status. A segment used by an active or scheduled campaign can't be deleted until it's removed from that campaign.

Building a segment​

The editor is a rule canvas plus a live summary panel:

  • Groups and logic — conditions are organized into groups that match ALL of their conditions (AND) or ANY of them (OR), and groups can be nested for more complex logic.
  • Conditions — each condition reads as resource · field · operator · value. The available resources and fields come from your organization's data catalog and include Patient (demographic and record fields such as age, gender, state, and last-seen date), Observation (a LOINC code compared by value or range), Questionnaire Response (a questionnaire item compared by score), Service Request (category, status, priority, or authored date), and Payment Reconciliation (outstanding balance and payment outcome).
  • Value controls adapt to the field type: numeric/money thresholds and between ranges, choice fields with is / is any of, free text, relative dates in days, presence (has / has no record on file), and count of matching records. Observation and Questionnaire Response conditions include a code picker for choosing the specific LOINC code.

Live estimated count​

As you edit, the summary panel shows an estimated patient count — how many patients currently match, the percentage of your organization's population that represents, and the change since your last edit. The estimate refreshes automatically, a plain-language summary restates the segment in readable form, and a zero-state offers suggestions when no patients match.

Exporting a segment as a report​

Export as report — in the editor's toolbar and in each row's actions menu on the list — saves the segment's rules as a report on the Reports page and opens it. The report lists the matching patients (id, name, date of birth, gender, state, phone, and email) and behaves like any other saved report, so it can be filtered, pinned, and exported to CSV. The action re-runs the current rules each time the report is opened, and exporting the same segment again refreshes that report rather than creating a second copy — the action reads Update report once a segment has one.

Using a segment in a campaign​

If your organization has the new campaigns enabled, a Use in Campaign action appears in both the list and the editor. It hands the saved segment off to the campaign builder as its audience, with the delivery channel chosen in the handoff dialog — SMS, email, or a call task — already set up as the campaign's first step. Legacy campaigns send to their own audiences, so the action is hidden for organizations that only have those, and segments can still be built, saved, and exported as reports.

A segment that a live campaign sends to can't be deleted — the list shows which campaign uses it, and the campaign has to be pointed elsewhere first.

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 placeholder to reference your organization's 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.