COG170 COGITO FUNDAMENTALS UPDATED
COMPREHENSIVE QUESTIONS AND SOLUTIONS
GUARANTEE A+
✔✔Filtering a Report - Filter the results down to patients with Pat Ness as their PCP. •
What happens to the report? - ✔✔Only the results where Pat Ness is listed as the PCP
are shown
✔✔Filtering a Report - Click Clear All. Now what happens? - ✔✔The report is no longer
being filtered
✔✔Filtering a Report - Dr. Ness is actually covering for Dr. Diana McQueenie, so he
wants the report to show both of their patients. Add doctors Pat Ness and Diana
McQueenie to your filters. Can the report be
filtered to show multiple values at once? - ✔✔Yes
✔✔Filtering a Report - Close the Filters pane by clicking Filters again. • With the Filters
pane closed, are the filters you selected still active? - ✔✔Yes
✔✔Filtering a Report - Close the Filters pane How can you tell which column the report
is filtered by? - ✔✔In the column the report is filtering by, there is a small icon in the
lower right corner of the column header.
✔✔Saving your results - You are returned to the My Reports activity. Where do you
have to click to view the results you just saved? - ✔✔Saved Results tab
✔✔Saving your results - You are taken to the Results Viewer again where the results
are once again displayed. You had filters set when you saved your results. Were they
preserved? - ✔✔no
✔✔Saving your results - Close the Results Viewer again. By this point, some of your
classmates will also have saved results. Can you see other people's saved results? -
✔✔No, you can only view your own saved results.
✔✔________________________are used to create reports that search for data in
Chronicles, and can be run
on demand. These reports and templates are what most users mean when they refer to
Reporting
Workbench. - ✔✔Workbench templates
✔✔Epic-Crystal templates have a few significant differences from Workbench
templates. Most notably,
, Epic-Crystal templates are: - ✔✔• Not run on-demand. Instead they run on a
predetermined schedule.
• Based on Clarity or Caboodle data, which is not as up-to-date as Chronicles.
• Distributed to end-users via 'subscription.'
✔✔A user can subscribe to an Epic-Crystal report in their Library in two steps. those
are.... - ✔✔1. Right-click the Epic-Crystal report.
2. Click Subscribe. (or Favorite)
✔✔What does subscribing to a Crystal report mean? - ✔✔Subscription means that the
user will see a new set of results in their Recent Results every time this particular report
runs (usually daily, weekly, or monthly).
✔✔How do you add a report to the favorites of other users? - ✔✔To add a report to the
Favorites of other users, right click the report and select Publish. This allows an
administrator to add a single report to the Favorites of many users at once. Epic-Crystal
reports can be either favorited or subscribed this way.
✔✔Searching for a template can be difficult if a user doesn't already know the name or
ID of the template they are looking for. There is a template specifically built and
released by Epic to help users find the perfect template for a reporting need. What is it?
- ✔✔The Report Template Audit template can be used to build a report that finds
templates.
✔✔How can you let a group of folks know that a report is ready to view? - ✔✔On the
general tab in reporting workbench Notify (Public reports only). Choose whether or not
the shared users or the group of users should receive an In Basket notification telling
them that the report results are ready to view.
If left blank, the user or group of users will not be notified. If notifications should only be
sent to the user who runs the report, select the Notify checkbox on the bottom of the
Report Settings window.
✔✔On the Criteria tab on RB - How can you show all the parameters that are being
used to run the report? - ✔✔right click on the parameter pane on the left and select
Group Selected
✔✔The ability to add criteria on the fly to a report is based on several factors. What are
they? - ✔✔• The template the report is made from needs to be set up to allow users to
add criteria on the fly.
• You have to have the security to add criteria on the fly. Not everyone who can edit
reports can add new criteria to the list.
• The report must already be saved. You cannot add criteria on the fly to a report that
has not yet been saved.
In addition to adding parameters, the Criteria tab controls logic between parameters as
well as the date range of the report.
COMPREHENSIVE QUESTIONS AND SOLUTIONS
GUARANTEE A+
✔✔Filtering a Report - Filter the results down to patients with Pat Ness as their PCP. •
What happens to the report? - ✔✔Only the results where Pat Ness is listed as the PCP
are shown
✔✔Filtering a Report - Click Clear All. Now what happens? - ✔✔The report is no longer
being filtered
✔✔Filtering a Report - Dr. Ness is actually covering for Dr. Diana McQueenie, so he
wants the report to show both of their patients. Add doctors Pat Ness and Diana
McQueenie to your filters. Can the report be
filtered to show multiple values at once? - ✔✔Yes
✔✔Filtering a Report - Close the Filters pane by clicking Filters again. • With the Filters
pane closed, are the filters you selected still active? - ✔✔Yes
✔✔Filtering a Report - Close the Filters pane How can you tell which column the report
is filtered by? - ✔✔In the column the report is filtering by, there is a small icon in the
lower right corner of the column header.
✔✔Saving your results - You are returned to the My Reports activity. Where do you
have to click to view the results you just saved? - ✔✔Saved Results tab
✔✔Saving your results - You are taken to the Results Viewer again where the results
are once again displayed. You had filters set when you saved your results. Were they
preserved? - ✔✔no
✔✔Saving your results - Close the Results Viewer again. By this point, some of your
classmates will also have saved results. Can you see other people's saved results? -
✔✔No, you can only view your own saved results.
✔✔________________________are used to create reports that search for data in
Chronicles, and can be run
on demand. These reports and templates are what most users mean when they refer to
Reporting
Workbench. - ✔✔Workbench templates
✔✔Epic-Crystal templates have a few significant differences from Workbench
templates. Most notably,
, Epic-Crystal templates are: - ✔✔• Not run on-demand. Instead they run on a
predetermined schedule.
• Based on Clarity or Caboodle data, which is not as up-to-date as Chronicles.
• Distributed to end-users via 'subscription.'
✔✔A user can subscribe to an Epic-Crystal report in their Library in two steps. those
are.... - ✔✔1. Right-click the Epic-Crystal report.
2. Click Subscribe. (or Favorite)
✔✔What does subscribing to a Crystal report mean? - ✔✔Subscription means that the
user will see a new set of results in their Recent Results every time this particular report
runs (usually daily, weekly, or monthly).
✔✔How do you add a report to the favorites of other users? - ✔✔To add a report to the
Favorites of other users, right click the report and select Publish. This allows an
administrator to add a single report to the Favorites of many users at once. Epic-Crystal
reports can be either favorited or subscribed this way.
✔✔Searching for a template can be difficult if a user doesn't already know the name or
ID of the template they are looking for. There is a template specifically built and
released by Epic to help users find the perfect template for a reporting need. What is it?
- ✔✔The Report Template Audit template can be used to build a report that finds
templates.
✔✔How can you let a group of folks know that a report is ready to view? - ✔✔On the
general tab in reporting workbench Notify (Public reports only). Choose whether or not
the shared users or the group of users should receive an In Basket notification telling
them that the report results are ready to view.
If left blank, the user or group of users will not be notified. If notifications should only be
sent to the user who runs the report, select the Notify checkbox on the bottom of the
Report Settings window.
✔✔On the Criteria tab on RB - How can you show all the parameters that are being
used to run the report? - ✔✔right click on the parameter pane on the left and select
Group Selected
✔✔The ability to add criteria on the fly to a report is based on several factors. What are
they? - ✔✔• The template the report is made from needs to be set up to allow users to
add criteria on the fly.
• You have to have the security to add criteria on the fly. Not everyone who can edit
reports can add new criteria to the list.
• The report must already be saved. You cannot add criteria on the fly to a report that
has not yet been saved.
In addition to adding parameters, the Criteria tab controls logic between parameters as
well as the date range of the report.
