Curate Your Reports.
The In-app report is a flexible tool that delivers key functionality to our clients to meet their every day reporting needs.
This feature allows our Super Admin & Admin users to create, personalize, export and schedule custom reports to share with internal or external users.
Provide brief feedback about an operation through a message containing a single line of text directly related to the operation performed which will show at the bottom of the screen.
Who has access to In-App Reports?
Does the In-App Reports include preconfigured reports?
Each dataset contains a set of preconfigured reports that users can utilize or modify depending on their needs and requirements.
At first, when clicking on the “Select report” drop-down menu the user will only be able to see the default reports created by MedTrainer, which will be labeled with an MT logo. However, once the user starts saving their own customized reports, those will also be visible in the drop-down menu.
How do I create a duplicated + custom report?
The user can create their custom reports by duplicating a default report and customizing them by following the next steps below.
Select Your Data Set
Step 1: The user must select the required dataset from the drop-down. The dataset will determine the source from which the report will retrieve the information.
Select a Report
Step 2: Select a default report from the “Select report” drop-down.
Step 3: Select the “Save as” button to create a copy of the preconfigured report.
Step 4: Click on the Columns component from the action bars, and a dialogue window will immediately appear, allowing you to customize the columns shown on the report.
Within the available columns panel, you will find a set of categories based on the selected dataset. You can click on the arrow dropdowns to expand the dropdown menus in order to view all available columns within the dataset.
Step 5: Transfer the data subject you wish to appear in your report by selected the blank box that associates with the subject
Note: If you wish to remove data from the selected columns section, select the minus icon.
Step 6: Select Customize when you're done.