StrataJazz Ad Hoc Reporting

Transcription

1 Strata Decision Technology StrataJazz Ad Hoc Reporting Administrator Guide March 17, 2015

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3 Table of Contents Overview...7 Accessing the Ad-Hoc Reporting Tool...9 Opening an Existing Report Creating or Editing an Ad Hoc Report Selecting a Data Source Defining Global Parameters Applying Global Reporting Parameters Setting Up Rows Defining Row Parameters Editing the Row Parameters Editing Rows Performing a User-defined Calculation for a Row Calculating Row Variance Deleting a Row Setting Up Columns Defining Column Parameters Editing the Column Parameter Editing Columns Performing a User-defined Calculation for a Column Dividing Two Columns Calculating Percent of Total Calculating Column Variance Calculating Variance Percent Pivoting Formatting Data Linking Reports Deleting a Column

4 Defining Report Sections Adjusting Settings on a Report Section Adding Section Filters Saving the Report Viewing a Report Exporting Report Data Applying Report Options Choosing a Style Using Indent Drilldown Using the Freeze Pane Option Displaying the Report Title Hiding Empty Values Using the Auto Refresh Option Applying Extract Mode Using Parameter Manager Sorting Parameters Hiding Parameters Grouping Parameters Merging Parameter Groups Defining Parameter Sets Adding Ad Hoc Patient Populations Sorting and Ranking Columns Using Conditional Formatting Managing Reports Renaming a Report ing a Report Adding Recipients Deleting Recipients Applying Security to a Report Setting Up Default Parameters Viewing Report Snapshots

5 View Report Details Viewing Scheduled Reports Capital Data Sources Common Reporting Scenarios Stock Reports Decision Support Data Sources Common Reporting Scenarios Stock Reports Patient Populations Management Reporting Data Sources Common Reporting Scenarios Special Considerations Operating Budgeting Data Sources Common Reporting Scenarios Strategic Planning Data Sources Common Reporting Scenarios Stock Reports Rules Building Rule Types Building Rules Operators for Rule Creation

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7 Overview The StrataJazz Ad Hoc Reporting tool is available in the StrataJazz platform. Ad hoc reports are one of the most frequently used report types. The reports reflect your data in real time. The Ad Hoc Reporting tool can address both ad hoc and management reporting needs: Ad hoc reports are generated to validate, explore, and analyze data, and to perform data inquiries. Variance reports and profitability reports are two typical examples of an ad hoc report. Ad hoc reports can be embedded in a dashboard and used as the source of charts and graphs depicted on the dashboard. Management reports are more detailed and are used to present the performance state of the organization to a set of board members. The requirement for management reports is high level information with drill-down detail available as needed. One example of a management report is a Profit and Loss Report. This guide details instructions to create or edit an ad hoc report, settings for viewing the report, and options such as exporting the data, sending as an , and applying security. The guide also includes solution-specific information that applies to ad hoc reporting. This guide is intended for the administrator or user who creates ad hoc reports. Parts of this guide will also benefit the user who reads the report and can choose from a variety of display options. This guide has the following sections: Accessing the Ad-Hoc Reporting Tool Opening an Existing Report Creating or Editing an Ad Hoc Report Viewing a Report Managing Reports Capital Decision Support Management Reporting Operating Budgeting Strategic Planning 7

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9 Accessing the Ad-Hoc Reporting Tool Complete the steps below to access the ad-hoc reporting tool. 1. Log in to the StrataJazz platform. 2. Go to Navigate > Reporting. The system displays the Reporting workspace, which is broken into two sections: Report Folders the left pane displays available reports organized by folders based on the organization s needs. All folders are organization-specific and are completely customizable. Report Types the right pane display the different varieties of reports available. The most common type is the Ad Hoc Report. 9

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11 Opening an Existing Report To open an existing ad hoc report, double-click the report or select the report and click Launch. To see a list of all ad hoc reports in the system, choose Navigate > Reporting. Hover over the Ad hoc Report section. Click the highlighted section to access a list of all ad hoc reports. Note: If you click the New icon, the system opens a window where you can create a new ad hoc report. Alternately, in the left-hand pane, you can search by report type: In the Report Type field, select Ad-hoc Report and click Search. You can also search by name or description. 11

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13 Creating or Editing an Ad Hoc Report Choose one of the following methods to create a new ad-hoc report: On the Report Management Overview tab, click the New link next to Ad-hoc Report. Or, from the Folders pane, open the folder in which to create a report, and then click New Report on the toolbar and select Ad-hoc Report. Copy an existing report and edit the report to create your new report. Select a report that is similar to the one you want to create. From the Tools menu in the Reporting workspace, select Copy. To edit an existing report, open the report, as described in Opening an Existing Report, and click Show Designer. The Show Designer button opens all the report editing tools and the Row Layout, Column Layout, and Available Content panes. The button acts as a toggle to show or hide the designer interface. Note: The Designer tool does not open automatically when you open an existing report. The order of tasks to set up an ad hoc report can vary somewhat. The order followed in this guide is based on a combination of the typical process sequence and optimal performance. The following topics cover the basic tasks to create an ad hoc report: Selecting a Data Source Defining Global Parameters Setting Up Rows Setting Up Columns Defining Report Sections Saving the Report 13

14 Selecting a Data Source Refer to the Data Dictionary for your organization to see a complete list of available dimensions and measures. Note: Do not edit the data source. If needed, create a new report. Complete the following steps to select the data source for a report: 1. Select the appropriate category for a data source in the Data Sources window. A variety of data source sections are available. 2. Expand the list and select the data source that is the main source of information for this report. When you select a data source, you will see the data elements, that is, dimensions and measures that are available for reporting in the Available Content section. 14

15 Defining Global Parameters Report parameters are the filters that determine what information is displayed on the report. Although not required, defining the global parameters before you set up rows and columns will optimize performance by decreasing the amount of data that is loaded. Applying Global Reporting Parameters Complete the following steps to define global parameters. 1. In the Available Content section of the Report Designer, drill down to the item to use as the filter. 2. Right-click the item and select New Parameter. 3. Select the check box. 4. Click Apply. Later, you can define parameters at the row header, column, and section level. Instructions are included in the relevant topic. Setting Up Rows Double-click or drag and drop desired dimensions to use as rows in your report. The default placement for dimensions is in the Row Layout section. Although not typical, you can also use measures as rows. Note: The default procedure to select a dimension is the drill down format. Expanding the list and selecting each item separately may slow the performance of the reporting tool. Having all data in drill-down format improves performance and helps to organize the report. You can apply filters and make changes to each row, such as viewing a subtotal for each row. You can also add user-defined calculations and a pre-defined calculation to determine the variance between two rows. 15

16 Defining Row Parameters Parameters filter the information that is displayed in a row. 1. Right-click the parameter for which to add a filter. 2. Click New Parameter. The system displays the Member Picker for the selected dimension. 3. Drill down and select the check box for each desired parameter. Use the Tools menu to expand the list, select all check boxes, or clear all check boxes. 4. Optionally, select the Search Builder tab to add a condition for the parameter. a. Select one of the following operators: Equal Not Equal Contains Not Contains Starts With In 16

17 Not In Between Not Between b. Complete the equation in the second field. c. Optionally, click Add Condition and repeat steps a and b for each additional condition. 5. Click Apply from either the Member Picker or Search Builder tab. The system displays the parameters in the report pane. Editing the Row Parameters You can edit parameters that were defined for a dimension. 1. From within the report pane, right-click the parameter to change. 2. Select one of the following options: Rename Parameter display a window where you can enter a different name for the parameter. Delete Parameter delete the parameter from the system. Clear Parameter clear the parameter for this version of the report but save for later use. Editing Rows Several edit options are available for rows. 1. Right-click the row to edit. The system displays the Options window. 17

18 2. Make entries in the following fields, as needed. Name specify a different name for the row header. Source this read-only field displays the source dimension for this attribute. Width use the arrows to adjust the width of the row header, which is the first column in the row. Detail Report the reporting tool offers a feature to link the current report to another report. Click the search icon and browse to select one or more reports from a list of available reports. Linked reports are displayed in this field. See Linking Reports. Subtotal include a subtotal. 3. Click Apply. Performing a User-defined Calculation for a Row You can define your own calculation for a row. For an arithmetic calculation, you can select only measures that are used in this report. 1. In the Available Content pane, drag and drop or double-click Row Arithmetic, found in the Row Calculations folder. 2. On the Row Arithmetic window, make entries in the following fields: Name enter a meaningful name for the row. Display Format select the format from the dropdown list. The following formats are available: o Number o Decimal o General 18

19 o o o o o o o Percent Percent Decimal Percent No Decimal Currency Currency Decimal Currency No Decimal Currency Thousands Style select the style from the dropdown list: The following styles are available: o Regular o Bold o Positive Highlight (green) o Negative Highlight (red) Formula follow the on-screen instructions to build the formula. Calculating Row Variance You can calculate the variance between two rows in different sections. You must have more than one section defined to use this calculation. See Defining Report Sections. 1. In the Available Content pane, drag and drop or double-click Row Variance, found in the Row Calculations folder. 2. On the Row Variance window, make entries in the following fields: Name enter a meaningful name for the row. Display Format select the format from the dropdown list. The following formats are available: o Number o Decimal 19

20 o o o o o o o o General Percent Percent Decimal Percent No Decimal Currency Currency Decimal Currency No Decimal Currency Thousands Style select the style from the dropdown list: The following styles are available: o Regular o Bold o Positive Highlight (green) o Negative Highlight (red) Section A from the dropdown list, select the attribute to use to define the variance. Section B from the dropdown list, select the second attribute to use to define the variance. 3. Click Save. Deleting a Row To delete a row from the report, select the item to delete in the Row Layout pane and click Delete. Setting Up Columns Double-click or drag and drop desired measures to use as columns in your report. Although not typical, you can use measures as rows; the default placement for measures is in the Column Layout section. You can apply filters and make changes to each column, such as changing the name and width and specifying the format for the data. You can add both user-defined and pre-defined calculations for columns. Defining Column Parameters Parameters filter the information that is displayed in the columns. 1. Right-click the measure for which to add a filter. 2. Click New Parameter. The system displays the Search Builder for the selected measure. 20

21 3. Select one of the following operators: Equal Not Equal Contains Not Contains Starts With In Not In Between Not Between 4. Complete the equation in the second field. 5. Optionally, click Add Condition and repeat steps 3 and 4 for each additional condition. 6. Click Apply. Editing the Column Parameter You can edit parameters that were defined for a column. 1. From within the report pane, right-click the parameter to change. 2. Select one of the following options: Rename Parameter display a window where you can enter a different name for the parameter. Delete Parameter delete the parameter from the system. Clear Parameter clear the parameter for this version of the report but save for later use. 21

22 Editing Columns Several edit options are available for columns. 1. Right-click the column to edit. The system displays the Options window. 2. Make entries in the following fields, as needed. Name specify a different name for the column. Source this read-only field displays the source measure for this column. Width use the arrows to adjust the width of the column. Format select the format from the dropdown list. The following formats are available: o Number o Decimal o General o Percent o Percent Decimal o Percent No Decimal o Currency o Currency Decimal o Currency No Decimal o Currency Thousands Detail Report the reporting tool offers a feature to link the current report to another report. Click the search icon and browse to select one or more reports from a list of available reports. Linked reports are displayed in this field. See Linking Reports. 3. Click Apply. 22

23 Performing a User-defined Calculation for a Column You can define your own calculation for a column. For an arithmetic calculation, you can select only measures that are used in this report. 1. In the Available Content pane, drag and drop or double-click Column Arithmetic, found in the Column Calculations folder. 2. On the Column Arithmetic window, make entries in the following fields: Name enter a meaningful name for the column. Width use the arrows to adjust the width of the column. Display Format select the format from the dropdown list. The following formats are available: o Number o Decimal o General o Percent o Percent Decimal o Percent No Decimal o Currency o Currency Decimal o Currency No Decimal o Currency Thousands 23

24 Style select the style from the dropdown list: The following styles are available: o Regular o Bold o Positive Highlight (green) o Negative Highlight (red) Separate column this check box is currently not in use. Formula follow the on-screen instructions to build the formula. 3. Click Save. Dividing Two Columns Follow the steps below to divide one column by another. For the dividend and for the divisor, you can use any measure contained within the data source, even if the measure is not contained within the report. 1. In the Available Content pane, drag and drop or double-click Column Division, found in the Column Calculations folder. 2. On the Column Division window, make entries in the following fields: Name enter a meaningful name for the column. Width use the arrows to adjust the width of the column. Display format select a display format for the measure from the dropdown list. The following options are available: o Number o Decimal 24

25 o o o o o o o o General Percent Percent Decimal Percent Decimal Currency Currency Decimal Currency Decimal Currency Thousands Style select the style from the dropdown list: The following styles are available: o Regular o Bold o Positive Highlight (green) o Negative Highlight (red) Separate column this check box is currently not used. Dividend from the dropdown list, select the measure to be divided. Divisor from the dropdown list, select the measure to do the dividing. 3. Click Save. Calculating Percent of Total You can calculate the percent of change for a specified measure. 1. In the Available Content pane, drag and drop or double-click Percent of Total, found in the Column Calculations folder. 25

26 2. On the Percent of Total window, make entries in the following fields: Name enter a meaningful name for the column. Width use the arrows to adjust the width of the column. Display format select a display format for the measure from the dropdown list. The following options are available: o Number o Decimal o General o Percent o Percent Decimal o Percent Decimal o Currency o Currency Decimal o Currency Decimal o Currency Thousands Style select the style from the dropdown list: The following styles are available: o Regular o Bold o Positive Highlight (green) o Negative Highlight (red) Separate column this check box is currently not used. Measure from the dropdown list, select the measure for which to calculate the percent of change. 3. Click Save. 26

27 Calculating Column Variance You can calculate the variance between columns. This calculation is useful to create comparison reports. 1. In the Available Content pane, drag and drop or double-click Variance, found in the Column Calculations folder. 2. On the Variance window, make entries in the following fields: Name enter a meaningful name for the column. Width use the arrows to adjust the column width. Display Format select the format from the dropdown list. The following formats are available: o Number o Decimal o General o Percent o Percent Decimal o Percent No Decimal o Currency o Currency Decimal o Currency No Decimal o Currency Thousands Style select the style from the dropdown list: The following styles are available: o Regular o Bold o Positive Highlight (green) o Negative Highlight (red) Separate Column this check box is currently not in use. 27

28 Column A from the dropdown list, select the measure to use to define the variance. Column B from the dropdown list, select the second measure to use to define the variance. 3. Click Save. Calculating Variance Percent You can calculate the percent of variance between two columns. This calculation is useful to create comparison reports. 1. In the Available Content pane, drag and drop or double-click Variance Percent, found in the Column Calculations folder. 2. On the Variance Percent window, make entries in the following fields: Name enter a meaningful name for the column. Width use the arrows to adjust the column width. Display Format select a display format for the measure from the dropdown list. The following options are available: o Number o Decimal o General o Percent o Percent Decimal o Percent Decimal o Currency o Currency Decimal 28

29 o o Currency Decimal Currency Thousands Style select the style from the dropdown list: The following styles are available: o Regular o Bold o Positive Highlight (green) o Negative Highlight (red) Separate Column this check box is currently not in use. Column A from the dropdown list, select the measure to use to define the variance percent. Column B from the dropdown list, select the second measure to use to define the variance percent. Pivoting Pivoting shows the specified measures across attributes in the report for the dimension attribute that you select in the column layout. That is, pivoting displays all the measures of that attribute in the report similar to expanding the drilldown view if the attribute is not pivoted. 1. Add a measure to the column layout section. 2. Add the attribute to pivot to the column section 3. Select the attribute check box to perform the pivot. In the example below, the report is pivoted on Fiscal Year to show the difference in Contribution Margin between the current and prior fiscal year. Notice the Fiscal Year above the sections on the report output. 29

30 Formatting Data If data needs to be a particular type, such as a decimal or dollar, you will need to format the data. Data that requires formatting is typically column information, because columns contain measures or actual data value elements. Complete the following steps to format the data. 1. Under Column Layout, right-click the measure to format and click Options. The system displays a window that shows which features of the measure you can change. The example below shows the auto features on the Charge measure. 2. Make entries in the following fields as appropriate. Name change the name of the measure. Source you cannot change the value in the source field. Width change the display width of the measure, if needed. Format change the format, if needed. Available options include Number, Decimal, General, Percent, Currency, Currency Decimal, and Currency No Decimal. Detail Report the reporting tool offers a feature to link the current report to another report. Click the search icon and browse to select one or more reports from a list of available reports. Linked reports are displayed in this field. See Linking Reports. 30

31 The example below shows the editable features on the Charge measure. 3. Click Apply. 31

32 Linking Reports When you link a report, the column or row to which you attached the report appears as a link in the reporting interface. Click the link to access the detail report. The following sample shows a report with links to a detail report. Reports are typically attached to a report to provide more detailed information. For Decision Support, if you use the DSS Costing data source, two preconfigured detail reports are available for the patient encounter number: Explanation of Reimbursement and Patient Viewer. Select the options to link 32

33 Deleting a Column To delete a column from the report, select the item to delete in the Column Layout pane and click Delete. Defining Report Sections You can group different types of information in a report by adding sections. For example, you might want to separate financial information from patient information. A report section breaks out columns or rows by the dimensions or measures. 1. Within the Row Layout or Column Layout pane, click Add Section to display a new section. 2. Drag and drop additional dimensions or measures, as applicable, to populate the new section. By default, the system automatically names the new section based on its attributes and filters. Adjusting Settings on a Report Section Follow the steps below to modify report sections. 1. Right-click the folder for the new section and choose Options. The system displays an Options window where you can define the components for the section. The information on this window varies depending on the selected dimension or measure and whether you selected a row or column layout. 33

34 2. Make entries in the Options window as needed. Name optionally, specify a name for this section. To activate this field, clear the check box below. Auto section name based on attributes and filters by default, the system automatically names the new section based on its attributes and filters. You can clear this check box and specify a different name. Header Label select this check box to apply a header label to this section. Hidden select this check box to hide the section. For example, you may need a section to perform a calculation but not want that section to show up in the report. Grand Total select this check box to show a grand total for this section. Filter Visible Attributes filter the column and row headers based on dimension members. Sorts sort information in the report based on dimension attributes. You can sort in ascending or descending order. The Auto option maintains the order displayed in the Filter Visible Attributes section. 3. Click Apply. Adding Section Filters You can further section a report section by breaking down a selected dimension. That is, you can section column information using a row or column dimension. 1. In the Available Content pane, select any dimension that you want to see the column section subdivided by. 2. Drag the dimension to the appropriate section. 3. Right-click the section name and choose Options. 34

35 4. On the Options window, under Filter Visible Attributes, select the specific dimension member to filter on for the dimension. These filters pertain only to the section where the dimension resides. Saving the Report At the time you save the report, The New Report window lets you name and describe the report and determine its location. 1. When you have completed setting up a new report, click Save. The system displays the New Report window. 35

36 2. Make entries in the following fields: Name specify a name for the report. Description enter a description of the report. Folder browse to select the folder to contain this report. 3. Click Save. 36

37 Viewing a Report From within the ad hoc report, many options are available on the reporting toolbar to determine both the formatting and the data that you see in a report. You can export the report data into another file. You can apply different styles, use the indent drilldown format, freeze the column and row headers, show or hide the title, hide empty values, auto refresh the report to see your new settings in real time, and apply the extract mode. You can sort and rank report columns and apply conditional formatting, which uses color and bold font to display selected parts of the report. For the DSS Costing data source, you can add existing patient populations or create an ad hoc patient population. Exporting Report Data From within a report, you can export the data. 1. On the report toolbar, click Export. 2. Choose the desired method to export the report data: Export to Excel export the data, exactly as seen in the report, to an Excel spreadsheet. Export to PDF export the data, exactly as seen in the report, to a PDF file. Export Flat export the data at the lowest level in the report into a flat file. For example, if an encounter record is listed as the last attribute, then the data is available at the encounter record number level. Subtotals and grand totals are not exported. The length of time for the extract process depends on the granularity of the extracted report. To create more complex extracts, use the StrataJazz Extract Report tool. See the StrataJazz Extract Designer Administrator Guide. Neither Operation Budgeting nor Strategic Planning uses the extract tool. 37

38 Applying Report Options Many view options are available from the Options menu in the report. Choosing a Style Several styles are available for your report. 1. From within the report, select Options > Styles. 2. Select one of the following styles: Jazz Blues Classical The style changes the formatting but not the content. Using Indent Drilldown Indent Drilldown is a report layout feature that affects the visual presentation of the report. From within the report, select Options > Indent Drilldown. Make sure the Indent Drilldown check box is selected; this is the default setting. See the examples below. 38

39 Indent Drilldown Selected Drilldowns are indented under the primary attribute in the row layout section. Without Indent Drilldown Drilldowns appear as a separate column in the report. Using the Freeze Pane Option From within the report, select Options > Freeze Pane. Make sure the Freeze Pane check box is selected. When you export the report into Excel, the column and row headers are locked in place. Displaying the Report Title From within the report, select Options > Show Report Title. Make sure the Show Report Title check box is selected. This option toggles between hiding and displaying the title on the report. 39

40 Hiding Empty Values From within the report, select Options > Hide Empty Values. Make sure the Hide Empty Values check box is selected. This option hides any column for which no value is returned. Using the Auto Refresh Option From within the report, select Options > Auto Refresh. Make sure the Auto Refresh check box is selected; this is the default setting. Every time someone makes a change to the report, the system will refresh the data. Tip: If you are making significant changes to a report, it is recommended that you clear the Auto Refresh check box so that the refresh process does not interfere with your ability to edit the report. Applying Extract Mode Use this setting for reports that will be extracted. From within the report, select Options > Extract Mode. Make sure the Extract Mode check box is selected. After you apply this setting and save the report, the next time the report is opened, it displays a button to run the extract without loading data. This feature improves performance. After you save a report in Extract Mode, you cannot use the Report Designer to edit the report. To edit the report, select Edit from the Tools menu in the Reporting workspace. You will then need to click Refresh Data from the report toolbar to see the report data. 40

41 Using Parameter Manager Parameters define what content will appear in the report. Parameter Manager allows you to define parameter sets, sort parameters, hide parameters, group parameters, merge grouped parameters, and save parameter values as parameter sets. Sorting Parameters Sorting parameters allows you to define the order in which information appears in the report. 1. From within the report, select Parameter Manager. The Parameter Management window lists all parameters that have been applied to this report. 2. Select a parameter and use the Move Up or Move Down arrow to change the sort order for the parameter. 3. Click Apply. Hiding Parameters You can hide the parameters within a report. If end users expect certain information to be inherent in the report, you may not need to display the parameter. For example, if the report has information for only those patients who reside within a certain zip code, you may want to hide the zip code parameter. Or, if an administrator creates a report and wants to ensure that users cannot change the report parameters, the parameters can be hidden. 1. From within the report, select Parameter Manager. The Parameter Management window lists all parameters that have been applied to this report. 2. Select the check box in the Visible? Column for the parameters that you want to hide. 3. Click Apply. 41

42 Grouping Parameters Grouping parameters allows you to define a single parameter group that allows you to search multiple parameters at the same time. The system searches using the OR operator. For example, to find out if Dr. John Smith provided services for a specific patient encounter, you can search across Primary Physician, Attending Physician, and Admitting Physician by combining all three parameters into one group. The system searches across all three parameters to see if Dr. John Smith qualifies for any parameter in the group. Or you can search across multiple parameters and search each parameter for a different value. For example, you want to know if Dr. John Smith was the attending physician or if Dr. Robert Jones was the admitting physician for a specific encounter. You combine the Attend Physician and Admit Physician parameters into a group and search to see if Dr. Smith qualifies for the Attending Physician parameter or if Dr. Jones qualifies for the Admitting Physician parameter. 1. From within the report, select Parameter Manager. The Parameter Management window lists all parameters that have been applied to this report. 2. Select the parameters to group or to add to an existing group and then click Group. Use the Control key to select multiple parameters. The system displays the Group Parameters screen. 3. In the Group dropdown list, choose an existing group to add the selected parameters or specify a name for a new parameter group. 4. Click Apply. Merging Parameter Groups Merging groups allows you to assign the same search conditions to multiple parameters. Any changes to the search condition for that parameter changes all parameters. For example, you want to find out if Dr. John Smith provided services for a specific encounter. You group the Primary Physician, Attending Physician, and Admitting Physician parameters and merge the group. The system searches the group to see if Dr. Smith qualifies for any parameter in the group. You then want to see if Dr. Robert Jones provided services for the encounter. You change the search to look for 42

43 Dr. Jones. The system now searches the merged group that contains the Primary Physician, Attending Physician, and Admitting Physician parameters to see if Dr. Jones qualifies for one of the parameters. In other words, the system treats the merged group like a single parameter. Any change affects all parameters within the merged group. 1. From within the report, select Parameter Manager. The Parameter Management window lists all parameters that have been applied to this report. 2. Select the parameters to group or to add to an existing group and then click Group. Use the Control key to select multiple parameters. The system displays the Group Parameters screen. 3. In the Group dropdown list, choose an existing group to add the selected parameters or specify a name for a new parameter group. 4. Select the Merge Group check box. 5. Click Apply. 43

44 Defining Parameter Sets If you regularly define the same parameters, you can create a parameter set to save the parameter values. For example, you can save parameter values for a given department for a specific fiscal year. When you select this parameter set, the report will display content for the specified department and fiscal year. 1. From within the report, select Parameter Manager. The Parameter Management window lists all parameters that have been applied to this report. 2. Click the Add button on the lower right. The system displays the Save Parameter Set window. 3. Specify a name for the parameter set. 4. Select the check boxes next to the parameters to include in the parameter set. 5. Click Save. Saved parameter sets are visible in the Parameter Set dropdown list. 44

45 Adding Ad Hoc Patient Populations For the DSS Costing data source, an option is available from within the reporting tool to create an ad hoc patient population or choose from a list of existing patient populations. You can use a patient population to filter the data on a report. The ad hoc feature allows any user to create a patient population. Typically, creating patient populations is an administrative task. For detailed instructions, see Patient Populations in the Decision Support topic. Sorting and Ranking Columns You can sort and rank columns for a better big picture view. To sort a column, simply click the column header from within the report. Sorting toggles between ascending and descending order. To rank the entries in a column, right-click the column header. Several ranking options are available: Top 10 Bottom 10 Custom Ranking If you choose Custom Ranking, the system displays a pop-up window where you can specify the settings to rank the column. 45

46 Choose Top or Bottom and specify a number for ranking options. The example above will show the top 10 qualifiers on the report. To apply the number as a percentage, select the Percent check box. Click Select to apply the ranking. To remove sorting and ranking, right-click the column header and select the Clear Sort and Ranking option. Using Conditional Formatting Apply conditional formatting to draw attention to certain measure values in a report. Bold the values or display the values in red or green. 1. From within a report, right click the header to see the available options. 2. Select Conditional Format. The system displays the Conditional Format window. 3. Click Add Condition. Optionally, to delete a condition, select the applicable row and click Delete Condition. 4. Make entries in the following fields. Condition select from the following conditions: o Equal o Not Equal o Greater Than o Greater Than or Equal o Less Than o Less Than or Equal Criteria specify the criteria for the selected condition. 46

47 Format select from the following formats: o Positive Highlight (green) o Negative Highlight (red) o Bold Comment optionally, enter a comment. As you make entries, click Update to retain the entry. Otherwise, click Cancel. 5. Click Apply to apply all changes. The following example adds a negative highlight to a report to indicate where the Contribution Margin < 0. 47

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49 Managing Reports Use the toolbar options in the Report Management directory to manage reports. You can rename a report, send reports through , apply security to reports, and export report data. Renaming a Report The Tools menu in the Report Management directory has various options to work with reports. You can open a report for editing, copy a report to create a new report, delete a report, or rename a report. The Clear Report Cache option is not functional for ad hoc reports. 1. From the Report Management directory, select the report to rename. 2. On the toolbar, click Tools and select Rename. 3. In the Rename Report window, enter a new name for the report. 4. Optionally, enter a description for the report. 5. Click Save. ing a Report Follow the steps below to send a report through Select the report to Click on the Report Management toolbar. 49

50 The system displays the Reports window with a list of the selected reports. 3. Make entries in the following fields, as needed: Subject specify the subject line for the . Name specify the sender s name. Address specify the sender s address. Send Reports As Attachments send one or more reports as Excel file attachments. Send Reports As Separate s for multiple reports, send each report in its own . Run As Me apply the security from the sender s user profile. Workspace Link send a link to the reports to a StrataJazz workspace. Recipients select the users to receive the . These are the users configured in the system. 4. Click Send . 50

51 Adding Recipients You must add users or groups or both to the Recipients section before you can select the recipients for your From the Reports window, click Add Recipients. The system displays the Select Identity window. 2. Select the check boxes next to those users and groups to include in the base. 3. Click Select. Deleting Recipients You can remove users or groups or both from the Recipients section of the Reports window. Seelct the names to delete and click Remove Recipients. Applying Security to a Report You can apply security to a report to determine who can view or edit the report, or who can apply security to the report. You cannot configure security permissions for multiple reports at the same time. 1. In the Report Management directory, select the report to secure. 51

52 2. Click Security. The system displays the Simple Security Config window. 3. Optionally, click Add to add a new entry in the identity column. 4. In the new row, enter the name of the user or group. These must be predefined in your system. As you begin to type, the system displays a list of matching names for selection. 5. Select the applicable check boxes to indicate who can view the report, edit the report, and edit security for the report. To remove a permission, clear the check box. 6. If you added a new identity, click Add. 7. Repeat steps 3 through 6, as needed. 8. Optionally, select an identity and click Delete to remove a user or group. 9. Click Save. Setting Up Default Parameters Default parameters, called crosswalks, assign a given set of parameter values to a report at either a user or a global level. The system retains the values for these parameters to allow the report to generate with the same parameters. For example, department heads will want to see the values that pertain to their department. Each department head can use a unique set of parameters. The default parameters for each person ensure that the information in the report pertains to that person s department. Strata Decision consultants set up the crosswalks and you can manage them using the crosswalk table in StrataJazz Data Studio From the Report Management directory, select the report for which to define default parameters. 2. Click Default Parameters. 52

53 The system displays the Default Parameters Setup window. 3. Click Add Score to select from a list of previously defined parameters. The Add button is used by previous versions of the StrataJazz platform. 4. Select the parameters to use and click Select. Use the Control key to select multiple parameters. 5. Optionally, select a parameter in the Default Parameters Setup window and click Delete to remove the value for this parameter. For example, if a department is closed, and you will no longer need to report on that department, you can delete the value for the closed department. 6. Click Save. Note: The Fiscal Year check box and the Expanding column do not pertain to ad hoc reporting. 53

54 Viewing Report Snapshots This feature is not used in ad hoc reporting. View Report Details You can see specific detail information for any report. 1. From the Report Management directory, select the report for which to view the details. 2. Click Details. The system displays the Details window. 3. Review the name and value of each component for the selected report. 4. Optionally, click Copy to Clipboard to paste the values to the Clipboard. Viewing Scheduled Reports The View All Schedules feature is not used for ad hoc reports. Ad hoc reports cannot be scheduled to run automatically. 54

55 Capital This section has Capital information that pertains to ad hoc reporting. Data Sources The following data sources are most commonly used to build ad hoc reports for the Capital solution. Capital Budgeting Data Capital Tracking Data Common Reporting Scenarios The following list shows the primary uses of ad hoc reporting for Capital. Variance Reports look at the total expense for a project compared to the budgeted amount, summarized in various ways, for example, by entity, by global type, by year, and so on. Tracking Reports look at the total expense, both committed and actuals by project and by month. Operating Expense Reports show the operating expenses for a project to show the potential impact to the operating budget. Request Reports group together all projects for a specific pool and shows their requested amounts. Global Type Reports display all the global type requests within a given system and are used to standardize or identify group purchase opportunities. Funding Source Reports look at dollar allocations and requested dollars for funding sources. Stock Reports The following ad hoc reports are delivered with the Capital Planning product. The table shows the name, description, and the framework (solution or module) to which the report pertains. Report Name Description Framework Capital Project Variance Shows committed and actual data with Capital Tracking variances Component Tracking Summarizes released, current, authorized, Capital Tracking committed, and actual dollars by component category Current Budget Detail Details current dollars by project, Capital Tracking component category, and component across budgeted years Funding Allocation Provides a high level funding source report Capital Tracking with project drilldown Funding Source Summary Displays requested dollars by funding Capital Tracking source for selected fiscal years Monthly Tracking Shows commitments and actuals by month Capital Tracking by project Requisition Line Item Displays requisition line items by fiscal year Capital Tracking 55

56 Report Name Description Framework and pricing component Variance by Component Provides a summary of all tracking dollars Capital Tracking by project with component detail Variance by Department Provides a summary of all tracking dollars Capital Tracking by year by department Variance by Fiscal Year Provides a summary of all tracking dollars Capital Tracking by year by department Yearly Budget Summary Summarizes the capital budget by fiscal Capital Tracking year and component, across all projects Requested by Capital Pool Shows requested dollars by capital pool by Capital Budgeting fiscal year Requested by Component Shows total requested by component Capital Budgeting category Total Requested by Department Shows requested dollars by department for selected fiscal year Capital Budgeting 56

57 Decision Support This section has Decision Support information that pertains to ad hoc reporting. Data Sources The DSS Costing data source is most commonly used to build ad hoc reports for the Decision Support solution. Common Reporting Scenarios The following list shows the primary uses of ad hoc reporting for Decision Support. Financial and Profitability Reports look at the profitability of any field in the StrataJazz platform: insurance plans, service lines, MS DRGs, physicians, patient types, and so on. Profitability Reports incorporate both costs and net revenue and are a primary driver for decisions within health care organizations. Volume Reports look at case counts by any field in the StrataJazz platform, including service lines, patient populations, departments, and so on. These reports are useful to determine trending and to review capacity management within your organization. Cost Reports look at the actual cost breakdown by cost component and cost type. This information can be viewed for any field in the StrataJazz platform. Use the information to adjust the charge master and to get an overall feeling of where to cut costs within the organization. Quality Reports send information from the StrataJazz system to quality organizations for the purpose of data audits. Stock Reports The following ad hoc reports are delivered with the Decision Support product. The table shows the name, description, and the framework (solution or module) to which the report pertains. Report Name Description Framework GL Dollars Audit Looks at GL dollars that are used by Decision Support Decision Support Payroll Dollars Audit Looks at payroll dollars that are used by Decision Support Decision Support Statistic Drivers for Reclasses and Overhead Allocation Looks at statistics that are used by Decision Support Decision Support 57

58 Patient Populations From within the reporting tool, an additional option is available for the DSS Costing data source. The Populations option on the reporting toolbar allows you to create an ad hoc patient population or choose from any previously created patient populations. The ad hoc feature allows any user to create a patient population. Typically, creating patient populations is an administrative task. 1. On the report toolbar, click Populations. The Ad Hoc Patient Populations section displays any previously created ad hoc patient populations. The Patient Populations section displays the patient populations defined in the StrataJazz Patient Populations tool. 2. Click New. Optionally, to select an existing patient population, select the row and click Select. You cannot select a patient population that has not been processed. 3. For a new patient population, specify a name. 58

59 4. Click Save. The system displays a Patient Population window with the name of the new patient population. 5. Click Add Rule. For detailed instructions to build a rule set, see Rules Building. Note: The default rule for the ad hoc patient population is a Date Rule. To use another rule type instead, make your selection and then delete the default date rule. 6. Optionally, to process this patient population as a one-time event, select the Is Snapshot check box. 7. Click Save to save your rules or click Save & Close to save the rules and exit the window. 8. To process this patient population, select the applicable row and click Generate in the Patient Populations window. 9. Optionally, click Process Cube to process the list of patient populations created in the StrataJazz Patient Populations tool. You can now select the ad hoc patient population to filter the data in a report that uses the DSS Costing data source. 59

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61 Management Reporting This section has Managing Reporting information that pertains to ad hoc reporting. Data Sources The following data sources are most commonly used to build ad hoc reports for the Management Reporting solution. MR AP Detail MR Detail Summary Report MR GL Detail MR Inventory Detail MR Metric Data MR Metric Monthly Variance MR Monthly GL MR Monthly Metrics MR Monthly Payroll MR Monthly Payroll Detailed MR Monthly Statistic MR PO Detail Common Reporting Scenarios The following list shows the primary uses of ad hoc reporting for Management Reporting. GL, Staff, and Statistic Reports compare actuals to budgets and flex budgets on and monthly and YTD basis. Detail Reports drill down into AP/GL/PO detail data sources. These reports provide a link for a department and GL account directly to the transaction detail. Metric Reports compare system-calculate metrics across different areas of your organization. Special Considerations If you create a report that uses the Fiscal Month and Fiscal Year dimensions, make sure that you attach the User Fiscal Month and User Fiscal Year crosswalks to the report. The crosswalks allow the report parameters to automatically update to the current month. 61