COG170 CHAPTER 9 SUMMARIES COGITO
FUNDAMENTALS FULL REVIEW PACKET
SOLVED CONCEPTS AND COMPREHENSIVE
NOTES
⩥ Give a few examples that would clue you in that reporting workbench
is the tool you would like to use for a report request.
Answer: • 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?
Answer: Slicer Dicer
⩥ Point-and-click users can easily access their reports from a
Hyperspace activity called _________
Answer: Point-and-click users can easily access their reports from a
Hyperspace activity called My Reports
,⩥ list two important elements of Workbench reporting
Answer: • 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?
Answer: HRX
⩥ Which Master File stores one record for each set of results?
Answer: HRN
⩥ T/F Only a user can add folders, remove folders, or change the
contents of folders in their own favorites
Answer: True
⩥ Can you easily sort results? How?
, Answer: 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?
Answer: 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?
Answer: 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?
Answer: 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).
FUNDAMENTALS FULL REVIEW PACKET
SOLVED CONCEPTS AND COMPREHENSIVE
NOTES
⩥ Give a few examples that would clue you in that reporting workbench
is the tool you would like to use for a report request.
Answer: • 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?
Answer: Slicer Dicer
⩥ Point-and-click users can easily access their reports from a
Hyperspace activity called _________
Answer: Point-and-click users can easily access their reports from a
Hyperspace activity called My Reports
,⩥ list two important elements of Workbench reporting
Answer: • 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?
Answer: HRX
⩥ Which Master File stores one record for each set of results?
Answer: HRN
⩥ T/F Only a user can add folders, remove folders, or change the
contents of folders in their own favorites
Answer: True
⩥ Can you easily sort results? How?
, Answer: 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?
Answer: 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?
Answer: 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?
Answer: 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).
