Queries of Report editor

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<h3>Generate letters, work lists or reports</h3>
 
<h3>Generate letters, work lists or reports</h3>
 
<p>The results can be used to build standard templates of letters, reports or working lists. Such reports may be made available for user in other sections of the software such as Administration, Medical History etc.</p>
 
<p>The results can be used to build standard templates of letters, reports or working lists. Such reports may be made available for user in other sections of the software such as Administration, Medical History etc.</p>
 +
<p>If you want to know how to create or use it, <a href="/index.php?title=MedITEX_IVF_how_to#Report_editor">click here</a>.</p>
 +
<p>&nbsp;</p>
 
<table border="0">
 
<table border="0">
 
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Revision as of 11:40, 17 December 2012

Contents

To open the Report editor, go to Report -> Report editor in the menu bar.

With the "Report editor" you can generate specific queries for various input areas of the software. It is possible to select almost any field in the database, which can then be displayed in a list. This data can then be integrated in individual or serial letters, work lists and other reports, which can be generated individually with the report editor.

All lists that are generated in the report editor can of course be exported and used in other programs such as Excel.

Every query or analysis can be saved and easily accessed in the system with a simple mouse click.

Overview

Report editor main window is essentially divided in three parts:

  1. Group list
  2. Area for queries
  3. Area for query fields.
<tbody> </tbody>
REWindowRed.png

Group list

From this area can be selected the sub-groups containing the fields necessary to build a query.

If you double-click on a group  you will see all available sub-groups . Double-click on a sub-group and you will see all fields that are available in this sub-group.

<tbody> </tbody>
<img src="/images/REGroups.png" alt="" width="334" height="466" />

On the left, all the tables and fields are placed which you can use for your query:

  • Patients
  • Cycles
  • Examinations / Medical histories
  • Cryo
  • Administration
  • Personell
  • Referrers

Pull subgroups from the left in the middle pane to build a query.

 

The symbols before the field name are defined by the corresponding type of data.

Different symbols are:

<tbody> </tbody>
<img src="/images/F1.png" alt="" width="51" height="33" /> Number fields. <img src="/images/F6.png" alt="" width="43" height="36" /> Date fields.
<img src="/images/F2.png" alt="" width="48" height="41" /> Text fields. <img src="/images/F7.png" alt="" width="44" height="35" /> Telephone fields.
<img src="/images/F3.png" alt="" width="46" height="40" />

Note fields (text fields of different sizes).

<img src="/images/F8.png" alt="" width="42" height="34" /> QM staff fields.
<img src="/images/F4.png" alt="" width="52" height="40" /> Yes / No fields. <img src="/images/F9.png" alt="" width="44" height="34" /> QM material fields.
<img src="/images/F5.png" alt="" /> Key fields. <img src="/images/F10.png" alt="" /> QM free fields.

Area for queries

<tbody> </tbody>
<img src="/images/Person11RE.png" alt="" width="439" height="156" /> In this area the sub-groups can be drag&dropped from group list or be deleted in order to build the query tree. The sub-groups are hierarchically ordered as a “Logical cascade”.
<tbody> </tbody>
<a href="/index.php?title=Queries_of_Report_editor#Report_editor:_results"><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/ExecuteRE.png" alt="" width="89" height="38" /></a>

Execute:

Executing a query. As soon as you have selected all needed fields you can launch the query by clicking this button. The Report editor: result window will be open.

<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/NewRE.png" alt="" width="88" height="36" />

New:

Clears the contents of the selection window. A new selection can be made.

<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/OpenRE.png" alt="" width="92" height="37" />

Loading a query:

A saved query can be simply by clicking on the "Open"-button. A new window, "Saved queries", will pop up.

<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/SaveRE.png" alt="" width="89" height="83" />

Saving a query:

A query can be saved for future use by clicking on "Save"-button. If the query was created from an existing query it can be saved choosing “Save as”. In this way the user can assign to the new query a name different from the parent query.

<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/ResultRE.png" alt="" width="208" height="91" />

Result data records:

A selection of shown Results can be chosen here.

 

Area for query fields

<tbody> </tbody>
<img src="/images/Query_fields.png" alt="" width="373" height="516" /> In this area are grouped all the fields belonging to each sub-group that constitutes the query tree. From this area each field can be chosen in order to build the desired query.

 

Report editor: results

When the query is executed the window showing the list of query’s results will open. All the selected data fields are all represented in individual columns.

<tbody> </tbody>
Result1.png

You can generally do four things with the query result:

  • Filter, group or sort the list of results.
  • Statistically analyze, print or export
  • Generate letters, work lists or reports

Filter, group or sort the list of results

The list of results may be filtered, grouped and sorted by clicking the column headers as explained <a href="/index.php?title=Welcome_to_MedITEX_IVF#Managing_Lists">here</a>. The filtering corresponds to a logical restriction of the data sets displayed in the list of results (e. g. only the pregnant patients of all, etc.).

Statistically analyze, print or export

The results can be easily analyzed and used to build charts. Moreover the results can be print or exported as Excel, CSV, HTML, TXT, PDF and XML file.

Generate letters, work lists or reports

The results can be used to build standard templates of letters, reports or working lists. Such reports may be made available for user in other sections of the software such as Administration, Medical History etc.

If you want to know how to create or use it, <a href="/index.php?title=MedITEX_IVF_how_to#Report_editor">click here</a>.

 

<tbody> </tbody>
<img style="display: block; margin-left: auto; margin-right: auto;" src="/images/Street.png" alt="" width="146" height="53" />

To define conditions on a certain field, double click it's label.

DefineConditionsRE.png