Overview
Resources for training.
Topics Covered
- Reports Widget
- Reviewing reports
- Generating reports
- Exporting reports
Video
Script
Following is a script for the attached video.
Preamble: Welcome to the IHTSDO map tool video tutorials. This lead training video covers the report widget.
- Open a browser and direct it to the landing page for the application
- Log in as a lead user (dmo)
- RESULT: the glass pane comes up for a bit and takes the user to the main dashboard for dmo
- Select the focus project SNOMED to ICD10
- Scroll down to the Reports widget
- Show the report choices in the pick-list
- Select 'Workflow status in release' from the pick-list
- Click the 'Generate' button to create a new report
- RESULTS: new report with current date is displayed below the pick-list
- Click on the name link of the new report.
- RESULTS: new report is displayed on the right side panel of the widget
- Click the '+' links to expand to show the report results.
- Click the '-' links to collapse the report results.
- Click the 'Export' button to export the results to an excel spreadsheet
- Click the 'Reset' button to remove the filtering
- Point out that some reports are auto-generated.
- Explain how diff reports differ from point-in-time reports
- If possible, display or demo creating a 'Weekly Specialist Productivity Report'.
References/Links
- n/a