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Overview

 

Standard reports are designed to satisfy most fundamental reporting requirements. A Standard Report may be run under the context of a Review Template where the data included would be for that Review Template only, or it may be run under the Global context, where you have the option of choosing one or more Review Templates and related Topics to include. Ten (10) canned reports are available. To learn about each of these reports click on the relevant link:

 

•Qualitative Profile

 

•Comparative Qualitative Profile

 

•Quarterly Qualitative Profile

 

•Distribution Qualitative Profile

 

•Number Of Criterion Evaluated

 

•Exception Qualitative Profile

 

•General Compliance Report

 

•Percentage Compliance Report

 

•Worksheet Assigned Report

 

•Letter

 

•Branding/Inserting Company Logo

 

 

Reports are generated after a user selects the the desired parameters from Report Parameters Dialog. If you run a particular report with the same parameters repeatedly, you can choose to save the parameters as a template.

 

The following options are available for a generated Standard Report:

 

•To learn about how to add comments to a report choose Adding Report Comments. This is different than adding comments to worksheet criterion.

 

•Reports can be saved for future reference. Learn about it at Saving And Recalling.

 

 

Criterion displayed in the report are controlled by the filter as set in the Topic Editor. To understand what criterion will be displayed read Topics And Criterion.

 

Steps for running a report:

 

Choose the specific Review Template or Global->Reports->(select the report) and then choose (Default). This will prompt you with a Report Parameters dialog box where you can choose the selection criterion for the report.

 

Branding/Inserting Company Logo:

 

Standard Reports can be branded with your facility logo. If you want your own facility logo to appear on top of every report, click on File on the Main Application Ribbon then click Options. Once in Options, click on the Reports tab. Set this Branding option to 'Yes' and browse to upload the logo.

 

The Branding logo is enterprise wide and cannot be set for an individual Facility.