Transcript Select and View Reports

Information Services Portal
Selecting and Viewing Reports
SELECTING AND VIEWING REPORTS
Information Services Portal Home Page
Select to reveal report categories
Important
messages
and latest
news items
will appear
here under
Broadcasts
SELECTING AND VIEWING REPORTS
Select to reveal relevant Report Subcategories
(you will only see categories you are authorised to view)
Select to exit
and return to the
homepage
SELECTING AND VIEWING REPORTS
The Report Category ‘QIPP’ is selected, revealing the reports available
Select if you
wish to exit
and return to
the homepage
Select the desired report which will be revealed in a new window
SELECTING AND VIEWING REPORTS
Once you have selected a report, a default chart of your organisation will be
displayed in a new window
SELECTING AND VIEWING REPORTS
Org code – (1.740)
Hovering over the bar in the chart with your
mouse provides you with the organisation code and value
SELECTING AND VIEWING REPORTS
Tabs along the top allow you to select different aspects of the report
Select to Bookmark Report
Select for additional report
information
The chart provides the name of the report, data view, area and period
SELECTING AND VIEWING REPORTS
Select to choose
different
organisational
views and periods
Select to filter out organisations
Select to print
report
Select to highlight
a specific area
Select to download and
choose download
options
Select to
choose a
graph view of
the data
Select to
choose a
view of the
data included
in the report
Select to
view the list
of drugs
within the
report
Select to view the
PU Weightings
SELECTING AND VIEWING REPORTS
Tabs turn black when selected which confirms your current view
SELECTING AND VIEWING REPORTS
Tabs turn black when selected which confirms your current view
SELECTING AND VIEWING REPORTS
The following is revealed when the ‘Drug List’ tab is selected
Select a BNF
code to drill down
for further
information
SELECTING AND VIEWING REPORTS
You can select a BNF Code to drill down. The following is revealed if ‘ALL’ is selected
Select to go
back to the
original Drug
List page
Select to sort
the Codes
into
numerical /
alphabetic
order
Select to sort the
Description into
alphabetical order
SELECTING AND VIEWING REPORTS
The following is revealed when the ‘PU Weightings’ tab is selected
SELECTING AND VIEWING REPORTS
DATA SELECTOR
Within the Data Selector you can choose different views of the
selected report
Under ‘Data View’ the drop down
box reveals a selection of
organisation views.
The current view will be highlighted.
Choose the view you require.
SELECTING AND VIEWING REPORTS
DATA SELECTOR
Select the period of data you wish
to view. You can choose a financial year
only or drill down further by selecting
the ‘+’ sign to show quarters
Options can be selected by clicking on a highlighted circle or by using the ‘+’ to drill down to
more specific levels of data
SELECTING AND VIEWING REPORTS
DATA SELECTOR
Select the organisation you wish to view.
You will also be given a choice to drill
down to a more specific organisation
depending on the selections made under
‘Data View’
SELECTING AND VIEWING REPORTS
DATA SELECTOR
Select the drop
down box to
change the PU
Version
SELECTING AND VIEWING REPORTS
DATA SELECTOR
If you wish to
cancel your
selections
choose ‘Reset’
Once all of
your selections
have been
made choose
‘Get Report’ to
update your
report
SELECTING AND VIEWING REPORTS
HIGHLIGHT
Highlight allows you to choose an area you wish to
stand out in the report
Enter an Organisation you wish to
search and highlight
Or choose an area
from the list
SELECTING AND VIEWING REPORTS
HIGHLIGHT
Drill down through
report by clicking on
selected organisation
Selected area is highlighted
in the report
SELECTING AND VIEWING REPORTS
HIGHLIGHT
Selected area is also highlighted under
the data tab
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DRILL DOWN
Drill down through data
report by clicking on
organisation required
SELECTING AND VIEWING REPORTS
DRILL DOWN
Return to first report by
clicking
thetoreport
home
symbol
Return
first report
Return
to first
by by
Return
to
first
report
by
clicking
on the symbol
house symbol
clicking
on house
clicking on house symbol
SELECTING AND VIEWING REPORTS
FILTER
Filter allows you to remove an Organisation which may distort your
data
Untick the box next to the name of the organisation you
wish to remove from your data. Click on Filter and report will refresh
with the unticked organisation removed from the report and data view
SELECTING AND VIEWING REPORTS
MIS REPORT
Dispensing Monitoring (MIS Report) is restricted
to authorised users only
Select to reveal the MIS Report
SELECTING AND VIEWING REPORTS
MIS REPORT
Select to download the MIS Report for
your organisation
SELECTING AND VIEWING REPORTS
MIS REPORT
The Data Selector tab allows you to
choose the dispensing year / month
you wish to view