1

Click 'Administration' from the main toolbar.

2

Under 'Manage Report Definitions,' select 'Cohort Queries'.

3

Our first cohort will contain all male patients. Select 'Gender Query' by clicking the plus sign next to the cohort category.

4

Type the name of your cohort under 'Name.' In this case, we will name it 'Male Cohort'. You can type a more detailed description under 'Description'.

5

We want to include only males in this cohort. As such, under 'Properties,' set the Male property to be 'True' and a fixed value. If you want to decide whether to include males or not each time you run your report, you can set this as a parameter. We do not want to include females or patients of unknown gender in the report, so check 'False'. Click 'Save.'
*Previewing the cohort can show you whether there are any patients in the database to those specifications. You can generate a preview by clicking 'Preview' and selecting 'Run.'

6

We will now build our second cohort, 'Farmers', which will contain all the patients whose main occupation is farming. Go back to the 'Cohort Query' page by clicking the 'Cohort Queries' link on the toolbar above.

7

This type of query is a 'Coded Observation Query.' Click the plus sign next to the 'Coded Observation Query' to create the Farmers cohort.

8

Type 'Farmer Cohort' under name, and under properties, add in the observation 'MAIN ACTIVITY.' This is a fixed value, as you do not want to change the observation each time you run the report. Also, set the type of observation to 'Last' to take only the latest occupation of the patients into account. Under 'Constraint', set the comparison to a fixed value, the comparison to 'IN,' and the value to compare against to 'Farmer.' This sets the observation of 'Main activity' to the value 'Farmer.' All of these fields are fixed values because we do not want the choice of changing what the cohort contains each time the report is run.
We will leave the 'When' and 'Other' categories blank because the dates of observation and location will be set by the report parameters, which will be described in a later step.

9

We will now create our final cohort for this report, the 'In Heart Failure Program Cohort', which will contain all patients who are in the Heart Failure Program on a specific date. Go back to the 'Cohort Query' page and click the plus sign next to 'In Program Query'.

10

Under 'Name', type 'In Heart Failure Program.' Under 'Properties', set Programs to a fixed value and the 'Heart Failure Program.' Under 'Or Specifically', since we want to check the patients in the heart failure program on a specific date, set the property as a Parameter, as we may change the date each time we run the program, and the label as 'effectiveDate.' Then click 'Save'.

1

Under 'Administration', click 'Indicator Definitions'.

2

Under 'Indicator Manager', click 'Create Cohort Indicator' to create a new indicator.

3

Under 'Name' time in 'Farmers Indicator.' Under 'Type', select 'Fraction', since this indicator will show the percent of farmers in the heart failure program. The 'Count' type will return the number of individuals in a cohort, and the 'Logic' type will allow you to perform other aggregate functions such as mean, median, etc.
Also check the Standard Parameters of 'startDate', 'endDate', and 'location', since we want all of these to be passed in and have the choice of changing at the initialization of a report.

4

For the 'Location Filter', click edit mappings to set it to 'Health Center Location.' Set it to a parameter, and of type 'Location.' Now, the indicator is restricted to a health center location which will be passed in at the run of the report.

5

For the 'Numerator', click edit mappings, and choose 'Farmer Cohort' for CohortDefinition.

6

For the 'Denominator', click edit mappings, and choose 'In Heart Failure Program'. Note that the numerator is automatically constrained by the denominator, so only farmers in the Heart Failure Program will be aggregated in the numerator since 'In Heart Failure Program' is the definition of the denominator.
For the effectiveDate, make sure to make it a parameter, and set it to 'End date'. Now, the End Date standard parameter initially passed in to the report at its start will be passed down to the effectiveDate of the indicator. See Understanding parameters for more details.

1

Under 'Administration' and 'Manage Report Definitions', click 'Dimension Definitions'.

2

Under 'Dimensions Manager', click 'Dimension' to add a new dimension.

3

Under 'Dimension Option', create a label under Key. In this case, we will make it 'Males Cohort', and the CohortDefinition will be Male Cohort.

1

Under 'Administration' and 'Manage Report Definitions', click 'Report Definitions'.

2

Under 'Report Manager', select 'Period Indicator Report' to add another Period Indicator Report.

3

Under 'Name', enter 'Heart Failure Report'. You can enter a more detailed description under 'Description'. Then click 'Submit'.

4

Under 'Dimensions', select 'Add Dimension'. For the key, enter the label 'Gender' and the CohortDefinitionDimension as a 'Gender Dimension'. When you add your first question to the report, you will be prompted to enter the specific cohort that will act as the dimension, but until then, it suffices to enter the type of this cohort.

5

Under 'Filter', select 'Edit mappings' and enter 'In Heart Failure Program' as the CohortDefinition and the effectiveDate as a parameter and the 'End date'. This will ensure that no patient that is not in the Heart Failure Program ends up in the report.

6

Now you are ready to add your first question. Under 'Indicators', select 'Add'. Type the Number of the question in the 'Indicator Number'. Enter the question itself under 'Label': Percent of Male Farmers in Heart Failure Program.
Under Dimensions, change Gender to 'Males Cohort'. Click 'Save.