After a ReportBuilder report is generated and displayed in AWARDS, several common tasks can be performed using the report's contents. These tasks, described in the pages that follow, are the same regardless of which specific ReportBuilder you are using:
In some cases you may have chosen to include a data variable in the report for filtering or grouping purposes, but to do not necessarily want to see the associated individual detail. Likewise, you may choose to include percentages or totals for summary tables, but do not want that information shown for all tables. In such instances you can adjust which columns/rows are displayed on the report page, as well as whether individual detail is shown or hidden.
To show/hide ReportBuilder report content, click the show/hide icon to the left of the table you would like to alter.
The Column/Row Display pop-up for that table is displayed.
Check or uncheck columns for that table as needed, and/or uncheck the row display "Details" option to hide individual detail completely (leaving only "grouped on" data/cells and subtotal footer rows, if applicable). Checked columns/rows are displayed, unchecked are hidden.
TIP: The option to hide individual detail rows is only available when grouped on/footer options have been selected under "Individual Detail" on the Report Options - Continued page, and when the "Hide details rows" option found there was NOT selected. For more information on those options, see Understanding ReportBuilder Configuration Options.
Please keep in mind that showing/hiding columns and/or rows of individual detail or summary tables from the report page does not impact the contents of the Excel file version of the report data. If you would like row detail to be excluded from the Excel file, you must check off the Hide details rows option on the Report Options - Continued page. Column detail for specific variables cannot be excluded from the Excel file.
Click the heading of any individual detail or summary table column to sort the table contents by that variable. Click that heading again to reverse the sort order. To sort by a secondary characteristic, press <SHIFT> and click on the second column heading.
NOTE: When "Grouped On" has been selected as an individual detail option under report settings, sorting is NOT available.
TIP: When sorting is used, an up or down arrow next to a column heading indicates that the table data is being sorted using that column. The direction of the arrow indicates whether the sorting is in ascending (up arrow) or descending (down arrow) order. In this example, the table is being sorted alphabetically by client name from A to Z.
NOTE: Changing the sort order of an individual detail or summary table does not impact the contents of the Excel file version of the report data.
To print the report, click File on the Internet browser's menu bar, and select Print. Adjust the printer settings as necessary, and then click Print to complete the printing process. (These steps may vary from browser to browser.)
NOTE: When printing a report that covers more than one page, the header row of any tables split between pages is shown at the top of each page.
To export the contents of the report to Microsoft Excel, click the Excel File link at the top of the page. A PHI Download Alert is displayed, reminding you of your obligation to properly handle any confidential data and/or protected health information (PHI) within the download in accordance with related government regulations and agency policies. After reading the alert, click OK to acknowledge it and proceed with the export, or Cancel to return to the previous page.
NOTE: Any manual sorting done while viewing the report content, or showing/hiding of that content from the report page, is not carried over to the Excel file version of the report.
Within several AWARDS ReportBuilders, including the following, a preview icon is displayed to the right of each row of data in the report contents:
Supportive Services Checklist
To view a read-only printable version of the complete record/form from which a specific row of report data was pulled (if you have the authority to do so) and to electronically sign it if applicable, click the corresponding preview icon. The record/form opens in a secondary window. Be sure to close that window when viewing is complete
NOTE: As noted above, the preview functionality is limited to use in select ReportBuilders only.