Work Bench Reports

Question 1

True or False: Reporting Work Bench can query Chronicles?

Answer 1

True, Cogito’s Reporting Workbench is a tool that can query chronicles directly to retrieve the most up to date information possible.

Question 2

True or False: Reporting work bench is a tool that consists of master files?

Answer 2

True, reporting workbench is a tool that consists of a handful of master files working in tandem to retrieve and display data.

Question 3

All workbench reports are created from a template and the template is a record from where?

Answer 3

The template is a record from the HGR master file.

Question 4

What are all work bench reports created from?

Answer 4

All workbench reports are created from a template. The template is a record in the HGR master file, and all reports built from the same template have a few key characteristics in common: Search Master File and Search Engine.

Question 5

The template for a work bench report is a record in the HGR master file and all reports built from the same template have a few key characteristics in common what are they?

Answer 5

Search master file and search engine.
* Search master file is when the template defines the chronicles master file in which the search is based. All reports from the same template return results from this master file.
*Search Engine work bench templates are designed to search through chronicles data and will use the ad hoc search engine to do so. Some templates will use SQL search engine to retrieve data from clarity or Caboodle first, and then use the Ad Hoc search engine to refine the data based on chronicles data.

Question 6

Searching for a template can be difficult if a user does not know the same or the ID of the template for which they are looking for. What can you do?

Answer 6

There is a template specifically built and released by Epic to help users find the perfect template for a reporting need. The report template audit template can be used to build a report that finds templates.

Question 7

Reports are what type of records?

Answer 7

Reports are records in the HRX master file.

Question 8

Users with appropriate security can build many reports from available templates. The most common settings a user will save in a report are?

Answer 8

*Criteria: users define the search parameters of the report, the date range, and the logic between criteria.
* Display: Users can pick from available display elements or create their own display columns to decide what to show users running a given report.
*Access: reports can be private or public and have some sharing features that allow an author to pick the correct audience for the data being retrieved.

Question 9

Results of a workbench report are what type of records?

Answer 9

Results from a workbench report are records in the HRN master file.

Question 10

True or False: Every time a report is run, you are using the same HRN to display the results?

Answer 10

False, Every time a report is run, a new HRN is generated to display the results.

Question 11

True or False: HRN records can not be saved or customized by the consumer?

Answer 11

False, HRN records can be saved and even customized by the consumer, but they are ultimaetly temporary, and all HRN records eventually get purged from the system a few months after they expire.

Question 12

What is the difference between records and contacts when a work bench report is run?

Answer 12

An example would be if a patient had 5 office visits. 3 of those were with Dr. Chavarria and 2 of those were with Dr. Newsted. And you wanted a report with just Dr. Chavarria, If the report was record based, it would come up with just one row; in contrast if they were contact based, it would come with 3 because the patient had 3 different visits with that doctor.

For contact level reports, the report will return a list of contacts on records in a specific master file. Every contact which meets the parameters of the report will be in the results. This means many rows in the results could all be from the same record.

In contrast

Record level reports generate a list of records from a specific master file. There is no way to generate a list of records from more than one master file in a single work bench report. A record will be included in the results if at least one contact on that record in the reports date range meets all of the parameters of the report.

Question 13

True or False: When the workbench report is finished, that status will be?

Answer 13

True, the status will be “Ready to view”

Question 14

True or False: Do the results of a report have a valid until time that is determined by the report’s template?

Answer 14

True, the valid until time is determined by the reports template and users wont usually see this time displayed.

Question 15

True or False: when end users run the report they will be able to see the valid until time that is determined by the reports template?

Answer 15

False, users wont usually see this time displayed.

Question 16

True or False: Users able to re-run the report until the valid until time has been reached?

Answer 16

False, Users are unable to re-run the report until the valid until time has been reached.

Question 17

True or False: When the valid until time has been reach, the results are not considered expired?

Answer 17

False, when the valid until time has been reached, the results of the report will be considered obsolete, or expired, and will fall off the list.

Question 18

What is the exception of a user being able to run a report before the valid until time has been reached?

Answer 18

The only time a user can re-run a report before the valid until time has been reached is when the report is modified so that the current results may no longer be considered valid. This usually means a change to the report’s filters or to the columns being displayed.

Question 19

True or False: Dr. Chavarria runs the Pediatric Patient report at 9:00 AM and views the data that is returned in
the results. The results are valid until 11:00 AM.
At 10:00 AM, an administrator edits the Pediatric Patients report. She adds a new criterion
that, in addition to patients being less than 18, the patients should also live in the city of
Madison.
Since the administrator changed the meaning of the report, the results of the first report are still valid?

Answer 19

False, the results of the first report are not valid. Since the administrator changed the meaning of the report, the results that Dr. Agate currently has may no longer be considered true information. If Dr. Chavarria clicks the pediatric patient report at 10:15 AM, the report will rerun even though the original results were valid until 11:00 AM

Question 20

Some reports might display a detail report at the bottom of the window inside of the results viewer. What is this?

Answer 20

This detail report is a print group report that can show additional information about the row selected. This detailed information report can be configured in either the report or template on which the results are based.

Question 21

In a workbench report, how would you be able to sort results by a single column and multiple?

Answer 21

To sort the results, click the header of the column by which you want to sort. Click again to reverse the sort.

To sort multiple, columns, shift+click on up to 3 column headers.

Question 22

True or False: The buttons available on the activity toolbar do not vary according to who runs the report?

Answer 22

False, the buttons available on the activity toolbar vary according to the report being run as well as the security of the running user. Common buttons such as save results, export to file, export and open, and settings are grouped under options.

Question 23

True or False: The options appear in the menu depend on the security of the person who ran the report?

Answer 23

True users will only see the actions that they have the security to take. Some common actions include: Save results, export results, show search information, open column definitions, turn debug on/off

Question 24

The report settings window contains all of the forms used to build or modify a workbench report, what are the report settings window tabs?

Answer 24

Criteria, display, appearance, summary, print layout, tool bar, override, general

Question 25

If you want to create a new copy of an existing report what do you do?

Answer 25

Before making any changes to an existing report, or beginning to build a new report, navigate to the general tab to give your report a name and click either SAVE or SAVE AS. SAVE AS will create a new copy of an existing report.

Question 26

Beyond naming the report, the general tab controls whether a report is public or private, and sharing of the report or results. What is the difference between public and private reports in the general tab of a workbench report?

Answer 26

*Private: the private reports are owned by the creating user and not visible in other user's libraries by default. many high needs reporting users will have the security to create their own private reports because the impact of such reports is limited and there is low risk of accidentally distributing incorrect or confusing data. *Public: Public reports are often built by analysts or report writers who have a strong understanding of chronicles data. these reports can be seen and run by any user with access to the report's template. because of this, the number of users with the ability to write public reports should be carefully controlled.

Question 27

In a workbench report, what is the difference between public results sharing and private results sharing?

Answer 27

*Public results sharing: When one user runs the shared report, all of the users with whom the results are shared can see those results on dashboards in graphs, tables, and report listing components. *Private report sharing: each individual with whom the report is shared gains the ability to run this report from their own analytics catalog, but the results are not shared.

Question 28

True or False: In a workbench report, it does not matter the setting of sharing of results?

Answer 28

False, in order to share the results, the report template must allow the sharing of results.

Question 29

Explain the difference between Private and public reports versus public results sharing and private report sharing.

Answer 29

With private and public reports, this controls whether a report is public or private in the analytics catalog. In contrast the public results sharing and private report sharing, this affects the way the results of the report can be viewed and shared with.

Question 30

In workbench reports, what are shared groups?

Answer 30

The results will appear in the recent results of every user with a report group listed here. This applied to public reports only.

Question 31

In workbench reports, what are Shared users?

Answer 31

List individual users with whom to share. This applies to public and private reports.

Question 32

In workbench reports, what are User Notification?

Answer 32

Choose whether the shared users or the group users should receive an in basket notification telling them that the report results are ready to view. This applies to public reports only.

Question 33

How do report tags work?

Answer 33

Tags are used to organize and distribute templates and reports. Most tags are set n the template level and are inherited by all reports built from the same template.

Question 34

True or False: You are not able to add tags to a workbench report?

Answer 34

False, on the general tab, it is possible to assign report tags at the report level. These tags are added to the tags assigned at the template level.

Question 35

In a workbench report there are report tags and also template tags, what is the difference between the two?

Answer 35

Report tags are tags that you add on the general tab. In contrast, template level tags are tags that are part of the template, and these are inherited by all reports built from the same template.

Question 36

Dr.Chavarria built a workbench report and added tags at the report level using the general tab. later all these tags were removed at the report level, what happens to the template and report tags?

Answer 36

If the tags are added at the report level, and then later all of these tags are removed at the report level, the report will default to the template level tags.

Question 37

True or False: a reports criteria controls its search?

Answer 37

true, each criterion is one true/false expression that the report will evaluate to determine which results should be returned.

Question 38

How would you add a new criteria to a report?

Answer 38

To add a new criterion to a report, either search for it by name or use the search button to see a full list of all criteria available on this template. some users will have the security to add additional criteria to the list using the ADD Criterion button at the bottom of this list of criteria.

Question 39

The ability to add criteria on the fly is based on what?

Answer 39

*The template from which the report is made needs to be set up to allow users to add criteria on the fly. *You must have the security to add criteria on the fly. not everyone who can edit reports can add new criteria to the list.

Question 40

True or False: The criteria tab does not control logic for parameters.

Answer 40

False, the criteria tab controls logic between parameters and the date range of the report.

Question 41

What are the two logics that users can choose between criteria?

Answer 41

users can choose the logic used between the criteria called Interparameter logic (AND) and the logic used between the values of one criterion, called intraparameter logic (OR)

Question 42

True or False: In Workbench reports, the data range is not an actual parameter itself?

Answer 42

True, the date range is not an actual parameter itself. rather, it acts as a boundary within which time-sensitive parameters are evaluated.

Question 43

What does the clock item mean in a work bench report?

Answer 43

Only time-sensitive (overtime) parameters respect the date range on a workbench report. Time-sensitive parameters can be identified by the clock icon on the criteria tab.

Question 44

True or False: All master files use over time items?

Answer 44

False, not all master files use over time items. Templates searching these master files will generally not include a data range section. These master files usually have a no add item that holds a relevant date for the record.

Question 45

What does the display tab in workbench reports do?

Answer 45

The display tab of the report settings window determines what information is displayed about the records or contacts found by the search.

Question 46

True or False: Columns displayed in a workbench report is its own record in chronicles?

Answer 46

True, each of the columns used to display in a reporting workbench report is its own record in chronicles.

Question 47

The columns in a workbench report are defined by what master file?

Answer 47

Columns are defined in the PAF master file. PAF records do not store data. They are only used to format and display data.

Question 48

What is the difference between selected and available columns in the results viewer?

Answer 48

The selected columns are the ones that appear in the results viewer. A list of available columns will not appear in the results, but these columns are easy to add to your selected columns using the add/remove arrow button.

Question 49

In a workbench report there are 3 basic tasks you will commonly perform in the display tab, what are they?

Answer 49

* Add an available column to your report. * Add a column that is not yet available to your report. * create a new column that does not yet exist to add to your report.

Question 50

How would you add an available column to a workbench report?

Answer 50

You will search through the available columns and use the arrow buttons to add or remove columns from your list of selected PAFs.

Question 51

How would you add a column that is not yet available in a workbench report?

Answer 51

to search through the list of all PAF records and add them to your report, you will use an activity called the column editor. On the display tab, the add button launches the column editor searching for existing PAF records or to create a new custom columns. Use the advance search options to look for columns by the INI and item they display or by extension. Once you find the column you seek, you can add the column to the report.

Question 52

How can you create a new column in a work bench report.

Answer 52

If you do not find an existing column that you can add to your report, you can create a new one. * After searching for a column and failing to find it, select create new column. *Fill in the column name, If you do not assign a column ID, the system automatically assigns one. then click accept. * Enter the desired INI and item number in the master file and item fields, then click accept to complete your new column. The new column is immediately added to your list of available columns and can be added as normal.

Question 53

In a work bench report, choosing the item you want to display, the column editor has many additional features that allow you to customize your new PAF, what are they?

Answer 53

*Caption and Basic Description: The caption is the name that will be used in the column header when this column is used in a report, and the basic description is the help text that the end user will see. *Field Type: Defines whether this PAF record will display the value stored in an item in a chronicles master file, or if it will display the results of a piece of M code called an extension. *Column Formatting: The available options depend on the data type of the column. Some of the less intuitive configuration options are called out below: Data type, record/category, Sort on, Lines/line number, width, summarization format.

Question 54

Detailed View Question

Answer 54

Video

Question 55

In a workbench report, what does the appearance tab let you do?

Answer 55

The appearance tab lets you determine your reports colors, fonts, and general formatting. The formatting section shows an example of how the fonts and colors will appear in the results.

Question 56

How do you customize a workbench report?

Answer 56

To customize a workbench report, click the set custom colors field and use the appropriate fields. Select copy from to copy the formatting of another report and apply it to this report. Select revert to default colors to restore the default settings.

Question 57

When customizing workbench reports, what is the purpose of conditional formatting?

Answer 57

a report displaying a patients recent lab test could highlight abnormal lab results with a red background. This let's report users find important information quickly.

Question 58

How would you apply conditional formatting to a workbench report to highlight fields.

Answer 58

*Choose a column, an operator, and a value to define the conditions that cause overrides. *Choose the resulting text font, text, color, and background color changes. -If you select whole row, the entire row takes on the selected formatting options. if you select cell only, the formatting changes only affect the cell that met the condition.

Question 59

When summarizing and visualizing workbench results, what are two ways that this can be done?

Answer 59

They can use the summary tab report settings or they can use the explore tab in the report results.

Question 60

True or False: Workbench summaries can be used in a component?

Answer 60

True, summaries can serve as the data source for a dashboard component.

Question 61

True or False: If you are updating the summary tab, you do not need to re-run the report?

Answer 61

False, updaing the visualization requires editing and re-running the report.

Question 62

True or False: I can use workbench report visualizations in slicerdicer?

Answer 62

True, Explore tab visualizations use a slicer dicer interface to build and modify the visualization. But the resulting summary can only be viewed in the explore tab of the report results, not on a dashboard.

Question 63

True or False: If you are updating the explore tab, you do not need to re-run the report?

Answer 63

True, the visualization in the explore tab, can be explored, updated, and changed without re-running report.

Question 64

In the summary tab of a workbench report, what can you create?

Answer 64

On the summary tab, you can create grouped tables, tables, bar graphs, line graphs, pie charts, and area graphs. For each type of summary, you will choose a column by which to group your data and a function by which to aggregate.

Question 65

When producing a workbench report, and you have line graphs, what is something to be aware of?

Answer 65

Line graphs in workbench reports can conceal gaps in the data. A line graph fundamentally groups the same way other summaries do, which means no group is created if no data exists. Imagine a line graph showing cases of hospital acquired pneumonia week by week. If there were ever a week with 0 cases, that week would not show up on the graph, and the line would just skip the week before the week after.

Question 66

Work bench summaries reply on PAF output. The PAF records used in our reports perform 2 vital functions, what are they?

Answer 66

1. They retrieve data from a location in chronicles. 2. They display data in our results. Whether built in the summary tab of the explore tab, workbench summaries group and aggregate on the data displayed, not the data retrieved.

Question 67

What is a report model?

Answer 67

Report models are Epic-released and contain the basic information about what a report should do, it might contain what the summary should be for the report, what the print layout should contain, or what column overrides will be commonly used.

Question 68

True or False: A report model is not a report?

Answer 68

True, a report model is not a report. It is a record that can help create a new report. Report models cannot be edited, but after building a report from a report model, you can edit the new report.

Question 69

Report models are in the analytics catalog and are nearly indistinguishable from a normal workbench report. you can tell a model from a report in 2 ways, what are they?

Answer 69

1. The description of the report will reference this report model? 2. The icon in the sidebar in the list view (or the hover icon in card view) will be different.

Question 70

True or False: Dashboards can be used to host links or display data?

Answer 70

True, Dashboards can be used to either host links to commonly run reports or directly display workbench summary data.

Question 71

Dashboards can display links to reports in several ways. What are the two different forms of report distribution?

Answer 71

The first is manual, link components are manually maintained lists of reports. The second is automatic, report listing components update themselves automatically. Both types of components let users view, run or edit the listed reports.

Question 72

For manual report distribution, administrators can distribute unchanging lists of reports with link components. These components have the following settings:

Answer 72

Display format: link Data source: Component record

Question 73

What happens when the user's analytics catalog has a link report not in the user's analytics catalog.

Answer 73

No component can confer access to a report not already available in the viewing user's analytics catalog. If the link is to a report the user cannot normally access, the link does not display.

Question 74

For manual report distributions, each of the links is built where.?

Answer 74

Each of your links is built on the data source form of the component editor. While you can add links to external URLs and hyperspace activities, the most common use for these components is to link to reports. The basic setup for a report link is controlled using the fields that appear when you add a report link.

Question 75

For automatic report distribution, how would you go on to build a report listing component?

Answer 75

To build a report listing component, select report listing in the display format field of the component editor.

Question 76

The data source field of the workbench report determines how the component retrieves reports, what are they?

Answer 76

My Reports: Pulls reports and results from the viewing user's favorites and recent runs. Report Tags: Keywords that are associated with reports.

Question 77

True or False: workbench summaries display summaries using components of a table or graph?

Answer 77

True, workbench summaries and metric-based dashboard resources can be displayed as summaries on a user's dashboard using components with a display format of either table or graph. The data displayed in either type of component comes from the summary defined by the data source; the component build is primarily cosmetic, as you can bui9ld a table component from a summary defined as a graph, or vise versa.

Question 78

When building a graph or a table component what determines the appearance?

Answer 78

The appearance of both graph and table components is determined in two places: the component record and its data source. Since graph components may display a table, and table components may display a graph, their component editor options are nearly identical.

Question 79

What does the "output format" form do to your component?

Answer 79

The output format form is used to format the table, graph, and/or badges that your component will display. Use the checkboxes at the top of the form to specify which will be available in your component. Be aware that some combinations will result in your component changing display formats, although this will change little about your build.

Question 80

True or False: Slicer Dicer graph components can show a table?

Answer 80

False, Slicer Dicer graph components can not show a table. Even if this option is selected, a slicer dicer component will not have an option to show a table.

Question 81

For the "Output format Graph" where are the advance graph display settings?

Answer 81

Advance graph display settings for your component are determined on the graph section of the output format form. These display settings include whether to show a legend, the aspect ratio and scale factor of the graph, labels for the different axes, and much more.

Question 82

For "Output format table" has how many options?

Answer 82

The general settings tab, the columns tab, and the thresholds tab are essential to any table component.

Question 83

In the output format table-General settings, what does it do?

Answer 83

The first tab of the output format-table form determines overall how your table component will look.

Question 84

In the output format table-Columns, what does it do?

Answer 84

On the columns tab, specify the columns you will want to appear in your component and their settings. These will populate for you from the reporting workbench report. If someone edits the underlying report, click the reload from report button to refresh the table from the report.

Question 85

In the output format table-Thresholds, what does it do?

Answer 85

In tables displayed as part of graph or table components, a builder can specify thresholds at which the summary data can highlight red, yellow, or green to indicate which groups of data need attention first. You can also specify custom colors. These are controlled in the output format table form of the component editor. The first section of the form, default thresholds, specifies the thresholds for entire columns. The second section of the form, override thresholds, specifies the thresholds for entire columns.

Question 86

True or False: In thresholds, the component will evaluate rows from top to bottom?

Answer 86

True, the component will evaluate these rows from top to bottom. IF two rows have overlapping boundaries, which ever row comes first in the table will determine the threshold used.

Question 87

In the display format for making a component from a summary in a work bench report, what would you select in the display format?

Answer 87

Select Table or graph.

Question 88

True or False: Slicerdicer can use a table or graph?

Answer 88

False, slicerdicer components must use graphs.