Difference between revisions of "Report Functional Area"
From MyFacilityFitPro_Wiki
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== Reports == | == Reports == | ||
| − | + | This is the '''Reports''' icon located on the FacilityFit main page and on the shortcut menu. Click it to go to the '''Reports''' landing page. | |
[[Image:menuReports.png]] | [[Image:menuReports.png]] | ||
== Reports Tab == | == Reports Tab == | ||
| − | + | This is the '''Report''' page landing. Run, view, save, schedule and print a variety of reports here. There are two tabs on the Reports page. The '''Dashboard''' tab displays the status of Work Requests entered into the system. The '''Reports''' tab queries specific filters by Functional Area. | |
[[Image:FacFitMenu.png|left|900px]] | [[Image:FacFitMenu.png|left|900px]] | ||
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|[[Image:ReportsTab.png]] | |[[Image:ReportsTab.png]] | ||
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|Select a '''Functional Area''' from the drop-down list; required. The '''Reports''' drop-down list in the next step populates based on the '''Functional Area''' selected. | |Select a '''Functional Area''' from the drop-down list; required. The '''Reports''' drop-down list in the next step populates based on the '''Functional Area''' selected. | ||
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<small>''NOTE: Click the '''Save Filter''' button to save your choices and use them again on your next visit. Refer to [[Report Functional Area#Saving, Retrieving and Deleting Custom Filters|Saving, Retrieving and Deleting Custom Filters]].</small>'' | <small>''NOTE: Click the '''Save Filter''' button to save your choices and use them again on your next visit. Refer to [[Report Functional Area#Saving, Retrieving and Deleting Custom Filters|Saving, Retrieving and Deleting Custom Filters]].</small>'' | ||
|[[Image:CampusFilter2.png|900px]] | |[[Image:CampusFilter2.png|900px]] | ||
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| + | |style="width:50%"|Click the '''Run''' button. | ||
| + | |[[Image:Run.png]] | ||
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|style="width:50%"|The report generates and displays a menu bar at the top of the report. Use the menu bar functions to view, print, export or save the report. Hover the mouse pointer over each icon for its action description. | |style="width:50%"|The report generates and displays a menu bar at the top of the report. Use the menu bar functions to view, print, export or save the report. Hover the mouse pointer over each icon for its action description. | ||
|[[Image:ReportIcons.png]] | |[[Image:ReportIcons.png]] | ||
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|style="width:50%"|Use the '''Export''' icon drop-down arrow to select an option for saving the report in a specific format. | |style="width:50%"|Use the '''Export''' icon drop-down arrow to select an option for saving the report in a specific format. | ||
|[[Image:ExportReport.png]] | |[[Image:ExportReport.png]] | ||
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|style="width:50%"|After running the report click the '''Print''' icon to send the report to the printer. | |style="width:50%"|After running the report click the '''Print''' icon to send the report to the printer. | ||
|[[Image:PrintReport.png]] | |[[Image:PrintReport.png]] | ||
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== Dashboard Tab == | == Dashboard Tab == | ||
| − | The Dashboard is a visual overview of the fitness of your facilities Functional Areas all in one place. The Dashboard opens in the default view for Patient/Resident room statistics. | + | The Dashboard is a visual overview of the fitness of your facilities Functional Areas all in one place. The Dashboard opens in the default view for Patient/Resident room statistics.<br /> |
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[[Image:Dashboard.png|900px]] | [[Image:Dashboard.png|900px]] | ||
=== Viewing Statistics on the Dashboard === | === Viewing Statistics on the Dashboard === | ||
Revision as of 07:19, 9 March 2016
Contents
Reports
This is the Reports icon located on the FacilityFit main page and on the shortcut menu. Click it to go to the Reports landing page.
Reports Tab
This is the Report page landing. Run, view, save, schedule and print a variety of reports here. There are two tabs on the Reports page. The Dashboard tab displays the status of Work Requests entered into the system. The Reports tab queries specific filters by Functional Area.
Running Reports
| 1 | Select the Reports Tab. | 
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| 2 | Select a Functional Area from the drop-down list; required. The Reports drop-down list in the next step populates based on the Functional Area selected. | 
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| 3 | Select a Report from the drop-down list. Use the scroll bar, if available, to see the entire list. After you make your selection, filter fields display underneath. | 
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| 4 | Select filter choices from the available drop-down lists. Enter text into the fields. For more info refer to (link here to a list that defines the fields). NOTE: Click the Save Filter button to save your choices and use them again on your next visit. Refer to Saving, Retrieving and Deleting Custom Filters. |
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| 5 | Click the Run button. | 
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Saving, Retrieving and Deleting Custom Filters
| 1 | Select options from the Functional Area and the Reports drop-down lists to create a Save Filter. | 
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| 2 | Select filter choices from the available drop-down lists and type in the text fields. |
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| 3 | Click on the Save Filter button in the menu bar located above the filter fields. | 
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| 4 | Type a Filter Name in the text field then click the Save icon. A message displays to confirm the Filter Name was saved. | 
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| 5 | To retrieve the saved filter on your next visit:
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| 6 | Click the Run button. |
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| 7 | To delete the Save Filter:
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Scheduling a Report
TBA
Printing and Exporting a Report
| 1 | The report generates and displays a menu bar at the top of the report. Use the menu bar functions to view, print, export or save the report. Hover the mouse pointer over each icon for its action description. | 
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| 2 | Use the Export icon drop-down arrow to select an option for saving the report in a specific format. | 
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| 3 | After running the report click the Print icon to send the report to the printer. | 
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- Navigate Backward - Go to the previous page in the report.
- Navigate Forward - Go the next page in the report.
- Refresh - Reload the report to include latest information since the last time it was generated.
- First Page - Go to the first page in the report.
- Previous Page - Go to the page that comes before the page that is currently displayed.
- Page Counter - Displays the page you are on and the total number of pages in the report. You can enter a page number in the field and hit enter to go to that page.
- Next Page - Go to the next page.
- Last Page - Go to the last page in the report.
- Toggle Print Preview - View the report how it would look if it was printed.
- Export - Drop-down list showing available options for exporting the report.
- Print - Send the report to the printer of your choice.
- Toggle Document Map - Not functional.
- Toggle Parameters Area - Not functional.
- Zoom In - Magnify the view of the report page that is displayed.
- Zoom Out - Shrink the view of the report page that is displayed.
- Toggle Full Page/Page Width - On/Off switch to fit the full page of the report to display on your screen.
Dashboard Tab
The Dashboard is a visual overview of the fitness of your facilities Functional Areas all in one place. The Dashboard opens in the default view for Patient/Resident room statistics.
Viewing Statistics on the Dashboard
| 1 | Select choices from the drop-down lists. | 
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| 2 | Click the Apply button to see results. | 
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| 3 | Click the Reset button to return to the default view. | 
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Analyzing Dashboard Results
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Inspection Passed: |
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Inspections Reporting: |
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Average Score: |
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Campuses Reporting: |
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Average Score by Space Type: |
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Top 5 Most Failed Inspection Questions. |
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Rank/Question: |
