Principle's Report Builder allows you to build custom reports utilising over 300 data points extracted from various interactions throughout the software.
Selecting a Data Source
In order to build a custom report, we first need to choose a data source.
The data source you choose to build your report from will dictate the type of results the report returns. For example: if we choose Appointments as our data source and select a data range, then our results will be all the appointments from those dates. We will also be given all the Appointment Filters from which we can begin to refine the report.
If instead we selected Patients as our data source; then the report would return all Patients that fit our criteria, as well as any relevant Patient Filters.
Some data sources will include the filters from other sources. For Example: If Appointments is selected, both Patient and Appointment Filters will be available for selection, as every appointment necessarily has a patient associated with it. Whereas if Patients is selected as the data source, only the Patient Filters will be available as not every patient necessarily has an appointment.
Lets Look at an Example:
Lets say we want to build a report to return all patients who have previously been in for for a Periodic Oral Examination appointment (service code 012), but don't have their next appointment booked.
In this case we will need to choose Appointments as our Data Source so that we get the Appointment filters which will have the Service Codes as an option.
Select a sufficiently large time period so that the results are averaged out to be representative of normal operations. You will be presented with a bunch of charts and filter options to add to your report.
For this example we need to choose the Next Visit Booked filter, and, as we are only interested in those who don't have their next visit booked, we have selected No as our filter:
We also want to refine our results to only those patients who previously came in for a Periodic Oral Examination (Service Code 012). We can use the Service Codes Filter to select (012).
We now have our filters selected and will see any results that fit our criteria listed at the bottom of the Report Builder:
Before saving this as a Custom Report, we can edit the columns of the report output to customize the data fields displayed.
Click the Edit Columns button to open the list of attributes.
There are over 60 attributes to choose from to add to your reports. As this is a Recall Report, we will choose to add Patient Mobile Number and Patient Link (provides a clickable link to the Patients Profile) to make our results more useful. We will also remove Treatment Category and Appointment Duration as they are not needed in this report.
We also have the option to rename columns or move them left or right in the report display. It may also be useful to summarise the contents of some columns, with the obvious example being Treatment Amount. Click the context menu for the column you'd like to summarise and select Add Summary to Report:
In this example (Treatment Amount) we have the option to display an Average or Sum of the data. We have now added a summary of the Treatment Amount column to the final report:
We are now ready to save our new Custom Report.
Click the Save as Custom Report button.
Create a name for the report.
Add a description (optional).
Access can be restricted to a Team or individual login (optional).
Click Create.
We can find our new report in Custom Reports under Reporting in the Main Menu:
We can now run this report periodically for whatever date range we like while keeping the filters we set in the Report Builder static:
