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COG170 Cogito Fundamentals August 2018 Workbench Reports 7•1- Q’s and A’s
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COG170 Cogito Fundamentals August 2018 Workbench Reports 7•1- Q’s and A’s
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COG170 Cogito Fundamentals August 2018Workbench Reports 7•1- Q’s and A’s
When is it a good time to use Reporting Workbench? - -Some report
requests require real-time data and a greater level of flexibility and
customization. Cogito's Reporting Workbench is a tool that can query
Chronicles directly to retrieve the most upto-date information possible.
-Give a few examples that would clue you in that reporting workbench is the
tool you would like to use for a report request. - -• This data must include
appointments made today, so it must be retrieved from Chronicles.
• The audience will be clinic managers working in different locations with
different schedules
and departments, so it must be customizable.
• Users should be able to "re-run" the query whenever they want, so it must
be run on demand,
not updated on a set schedule.
-Which reporting tool only uses caboodle? - -Slicer Dicer
-Point-and-click users can easily access their reports from a Hyperspace
activity called _________ - -Point-and-click users can easily access their
reports from a Hyperspace activity called My Reports
-list two important elements of Workbench reporting - -• Reports are saved
queries that can be run again and again with the same set of parameters.
They can be common questions shared by groups of users, or one time
searches to satisfy a specific need for a specific person. In the My Reports
activity, a user can see a their favorite reports.
• Results are generated every time a report is run. One report could
generate many sets of results, each set a distinct record of the data as it was
at the time the report was run. In the My Reports activity, a user can see the
recent results they ran or those that have been shared with them.
-Which Master File stores one record for each report? - -HRX
-Which Master File stores one record for each set of results? - -HRN
-T/F Only a user can add folders, remove folders, or change the contents of
folders in their own favorites - -True
-Can you easily sort results? How? - -You can sort your results by the values
in any column by clicking on its header. You can add up to three levels of
sorting in this manner, with each additional sorted column being sorted
before the previously selected columns.
, -If you wanted to assign multiple levels of sorting - how do you do that? - -
You may also assign multiple levels of sorting through the Custom Sort
activity. You must use the Custom Sort window to remove multiple layers of
sorting, even though you can add up to three layers just through clicking the
headers.
-What happens to expired results? - -When this expiration date is reached,
you will be prompted to delete your saved results or
set a new expiration date. This helps prevent a build-up of forgotten saved
results.
-When looking at formatted or filtered saved results - You had filters set
when you saved your results. Were they preserved? - -Saving results only
saves the actual result data, not any formatting. If you want to save
formatting, you can create a View using the View menu. (looks like the
favorites icon - will ask if you want to save the view).
-Can you perform actionable tasks off a reporting workbench report? - -
Reporting Workbench can be set up to allow you to take actions on the
results of a report.
This helps Reporting Workbench reports to be directly integrated into end-
user workflows.
-Every workbench report returns a list of data. This data can come in one of
two forms: summarize What does Record level mean. - -Record-level reports
generate a list of records from a specific master file. There is no way to
generate a list of records from more than one master file in a single
workbench report. A record will be included in the results if at least one
contact on that record in the report's date range meets all of the parameters
of the report.
-Every workbench report returns a list of data. This data can come in one of
two forms: summarize What does Contact level mean? - -Contact-level
reports return a list of contacts on records in a specific master file. Every
contact which meets the parameters of the report will be in the results. This
means many rows in the results could all be from the same record.
-Simplistically - one row of data in a result equals what - -a record or a
contact
-In reporting work bench what does RUN mean? - -Run = completing the
search, this DOES NOT mean just opening and viewing the results.
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