MedTrainer Reports

Data Sets
A structured collection of related data associated with a unique source and typically covers one topic at a time. MedTrainer uses data sets to compile specific data from our different segments within the system to retrieve the required information for reporting purposes.

Custom Report
A report that has been customized or cloned by a user. With a custom report, the users will be able to configure filters, columns, and sorting ranges to include and decide how they should be displayed.

Default Report
These help ensure report consistency and give users a starting point for creating reports. These can include placeholders, calculations, and renamed columns. 

In-App Report
A MedTrainer revolutionary tool for creating reports and viewing data due to its innovative infrastructure to pull data from different data sets(sources), real-time results, and data filtering capabilities.

Dialog
A type of modal window that appears in front of app content to provide critical information or ask for a decision. Dialogs disable all app functionality when they appear, and remain on screen until confirmed, dismissed, or a required action has been taken.

Snack bar
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. 

Super Admin & Admin users will be able to create as many custom reports as they require. Each user has viewing & editing capabilities on their own custom reports only, meaning any custom report that has not been created by the user is off-limits as visibility is limited to the report creator. 

Aside from the reports module, we have 4 reports that can be customized. 

• Learning Reports

• Compliance Reports

• Credentialing Reports

• Exclusion Reports

• Organization Reports

Step 1: Log into medtrainer.com

Step 2: Once you are in your account, you may either: 

• Select mt | credentialing module, > credentialing reports

• Select Document Center module, > compliance reports

• Select mt | learning module > learning reports

• Select Exclusions module > exclusion reports

• Select Organization Management module > organization 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. 

Step 1: Log into medtrainer.com

Step 2: Once you are in your account, you may either: 

• Select mt | credentialing module, > credentialing reports

• Select Document Center module, > compliance reports

• Select mt | learning module > learning reports

• Select Exclusions module > exclusion reports

• Select Organization Management module > organization reports
  
  

Now follow the steps below when using the New Report button.
Step 3: Select the new report button.

Step 4: Fill in the required fields by:

• Choosing a data set. The dataset will determine the source from which the report will retrieve the information

• Naming the new report that is about to be created

Step 5: Select the Create button.

Step 6: Start adding columns to the report through the Columns option in order to enable the grayed out options, including the Save and Save as buttons

Step 7: After having added some columns to the brand new report, select either Save or Save as buttons to save the new report

Step 8: Select the Save button on either the Save report or the Save as dialog windows

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 to view all available columns within the dataset.

Step 5: Transfer the data subject you wish to appear in your report by selecting the blank box that is associated 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.

Option 1
If the user wants their transferred columns to be positioned at the top of the Selected Columns column list, they must select a column from the Available Columns panel by clicking on the checkboxes beside them. 

Once all selections have been made, click on the right caret icon located in the middle so those selections are transferred and displayed correctly in the Selected Columns panel.

Option 2
If the user wants their transferred columns to be positioned below a specific column in the ‘Selected Columns’ panel, they must start by choosing the column from the Selected Columns column list by pressing Ctrl / ⌘Cmd + click on your keyboard and then select a column from the Available Columns panel by clicking on the checkboxes beside them. 

Once all selections have been made, click on the right caret icon located in the middle so those selections are transferred and displayed correctly in the Selected Columns panel. 

Scheduling a report will allow the user to arrange streamlined report delivery for all of their custom and/or default reports. The user will be able to set external or internal recipients, delivery time and frequency. 

In order to schedule a report, the user must have already selected the pertinent dataset and report before clicking on the Schedule button.

Once it's clicked, the page will load and consequently admit the user to the Scheduled reports page.

Step 1: In your preferred reports tab, select Schedule, located on the right side of your screen

Step 2: Select the New schedule button

Step 3: A Schedule Report configuration dialog will appear from which the user can name the scheduled report, set the frequency (daily, weekly, monthly), set the delivery time, add internal or external recipients and finally click on the call to action button to finish the scheduling process.

Schedule a New Report

1. Schedule report configuration dialog

2. Schedule report recipients

3. Call to action button

4. Close dialog or cancel schedule

Setting Frequency Options
Option 1
Daily frequency will send the report on a daily basis. 

In order to use this option, the user must select ‘Daily’ from the ‘Frequency’ drop-down and select the preferred time from the ‘Time’ drop-down.

Option 2
Weekly frequency will send the report on a chosen day of the week on a weekly basis. 

In order to use this option, the user must select ‘Weekly’ from the ‘Frequency’ drop-down, select the preferred time from the ‘Time’ drop-down, and choose a day of the week.

Option 3
Monthly frequency will send the report on a monthly basis. The scheduled report will continue to run on the specific day selected. 

In order to use this option, the user must select ‘Monthly’ from the ‘Frequency’ drop-down, select the preferred time from the ‘Time’ drop-down, and user can either select a starting date by clicking on the calendar or using the default start date which will be the user’s present date.

Adding recipients to the email list

The user will be able to send the scheduled report to employees with an Admin or Super Admin level in Medtrainer and/or external emails.
Search & send reports to Admins & Super Admins. In order to locate a specific employee within Medtrainer, the user must input characters that either match the employee’s name or email. The matched results will display on a drop-down list from which the user can select from one to multiple employees by clicking on the check boxes. 

Note: The system won’t let the user search for employees that do not have an “active” status, therefore, they won’t be able to receive scheduled reports either. 

Add external emails to recipient list
Once the user starts typing, the system will initiate a search based on the characters entered. If there are no matches, the system will ask the user to try a new search since no results were found. 

The user may continue to type until eventually writing out the complete external email address, which then the system will recognize as a real email and ask the user if they would like to add it as an external user to the recipient list.

 In order to delete, user must find the scheduled report they want to remove, click on the radio button located beside the scheduled report’s name and click on the Delete trashcan icon. 

As soon as this icon is clicked, a Delete Schedule dialog window will appear cautioning the user about their irreversible action and asking for an additional confirmation to proceed.

The user must then click on the delete button to complete the process.