Concepts and Terminology > Standard Reports

Overview

Standard reports are pre made, 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 Topics to include. Ten (10) canned reports are available for a quick snapshot, or you can create your own reports with much more flexiblity using the Data Analyzer. To learn about each of these reports click:

▪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

Before a report can be generated a user can choose the parameters from Selecting Report Parameters. If you run a particular report with the same parameters again and again, they can choose to save the template. Managing Report And Analyzer Templates.

Once report has been generated:

▪To learn about how to print, export or email a report choose Printing/Exporting/Emailing 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 in their native format or as a Word document. 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:

To run a report from the Folder Items list 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. If you will be using the same filter options again and again, you can create a Report Template.

Branding/Inserting Company Logo:

Each report can be branded with your company logo. If you want your own company logo to appear on top of every report, go to the PDA Start up button, Options and then the Report tab. Set this option to 'Yes' and browse out to upload the logo.

The application only allows one logo style for the facility to be uploaded.