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You must have security role access to the Reports module/tab. This setting is in the Security Role Editor and is in
controls called STATISTICS. Set to Yes or No. This allows users within a role to access the entire Reports left-side bar tab (except Tran Stats tab). Also allows users within a role to access the Statistics tab in Control.
Click Reports tab on the left side-bar menu.
Click Utilizations tab from the top tab menu to find tasking reports.
The Task Summary report automatically pops up at All Departments and lists all tasks for All Departments. There are also date filters one could use.
By default, the report opens (defaults) to show all department task stats for the lifetime of the database. More filters are available such as date specific fields and by selecting a specific department to run task statistics on.
Results (based on filter criteria entered) will result below the filter search fields on the screen.
Depending on filter criteria entered, it may also result to show as many as 3 categories of results: Department Stats, User Stats, and/or Patient Stats. Use the show/hide hyperlink to expand that detail on the statistics.
- Department Statistics: Lists each department separately with their Pending, Closed (completed) and Total number of tasks.
- User Statistics: Lists each specific user within that department you selected with their Pending, Closed (completed) and Total number of tasks. If you click on the underlined username it will take you to that user’s information within your system.
- Patient Statistics: Lists each specific patient that has ever had a task regarding them related to the department that you chose. Shows Pending, Closed (completed) and Total number of tasks per specific patient. This patient list is in alphabetical order by last name. If you click on the underlined patient’s name it will take you to their demographics screen.
Click Submit under the ‘pick department’ drop-down arrow field to view the report if it doesn’t automatically pop-up. If it is a big department, it may take a bit to run this report and for it to pop-up.
Show CSV links are available to download the results into an excel spreadsheet and manipulate, sort, etc as you wish in spreadsheet format.