1

Click 'Administration' from the main toolbar.

2

Under 'Manage Report Definitions', click 'Data Set Definitions'.

3

Click the plus sign next to Simple Patient DataSet to add a new Simple Row Per Patient DataSet.

4

Basics: Under 'Name', input the title of your DataSet, so that you can find it later. You can type a more detailed description under 'Description.'

5

Properties: There are four different categories of patient properties you can display in your report: person/patient properties, person attribute types, identifier types, and program workflow states. Under each, you can input Fixed Value properties, or parameters, which will allow the dataset to be reused. For example, if you input one column as a parameter, you can pass in at runtime what you want this column to contain under the appropriate category.

Valid person/patient properties include PersonId, Gender, Birthdate, BirthdateEstimated, Age, CauseOfDeath, Dead, DeathDate, FamilyName, and GivenName.  There is no dropdown for these choices, so you need to type in the appropriate property.

In this example, we will display a list of patients in Boston and output their birthdate and gender. All of these are patient/person attributes, so we add 2 inputs here. You can add more than one property by clicking the plus button next to the property textbox.

1

Click 'Report Definitions' from the toolbar above.

2

Click 'Custom Report (Advanced)'.

3

Enter the name of your report under 'Name.' You can enter a more detailed description in the 'Description' textbox. Then click 'Submit.'

1

In the Report Editor, click the plus sign under Dataset Definitions to add a new dataset.

2

In the 'Key', enter an appropriate label for your DataSet. A label will appear as , for example, the sheet name for your report in an Excel file. Here, we enter 'RPP DataSet Key'. Under 'DataSetDefinition,' select the name of the dataset you created in Step 1 (Simple Row Per Patient DataSet). Then click submit.

3

In this stage, you may add parameters to the Report, such as Start Date, EndDate, and Location. Our report will list patients from a specific location, which we want to be able to change every time the program is run. We add a parameter 'Location' to enable this. Click the plus sign next to 'Add' under Parameters. Under 'New Parameter', because it is a single value, choose 'Single' under type, and choose 'Location' from the adjacent drop-down. Type a name under Name and an appropriate label, which will be displayed when the report is run, for your new parameter. Then click submit.

Your Simple Row-Per-Patient report is now complete. See Running Reports for information on how to run it. Following these steps, your report should look like the example to the right.

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.

1

On the Cohort Query main page (see Step 1 of Building a Period Indicator Report), add a new 'In Program Query' cohort by clicking the plus sign next to the link.

2

Under 'Name', enter 'InProgramOnDate'. You can enter a more detailed description under 'Description'. Under 'Properties', add a program as a parameter. This will allow us to choose which program to select for every time we run the report. Under 'Or specifically', enter effectiveDate as the label and also set it to a parameter, so that we can select the date each time the report is run as well. Save the cohort.

1

Under 'Indicator Definitions' from the toolbar above, select create new Cohort Indicator (see Step 2 of Building a Period Indicator Report).

2

Under 'Name', input 'In HIV Program Indicator', and select the type to Count, as the aggregate function will be counting the number of patients in the HIV Program. Also, include the standard parameter 'endDate', since we want to know how many patients are in this particular program on this particular date, to be set each time the report is run. Click 'Submit'.

3

Under 'Parameters', add the parameter 'endDate' so that it can be passed in. Under 'Cohort Definition', click 'Edit Mappings' to add in the InProgramOnDate Cohort.

4

In the Cohort Definition dialog, choose 'InProgramOnDate' as the Cohort Definition. Add 'Adult HIV Program' as the program, which is then passed in to the InProgramOnDate program parameter. Set the effectiveDate parameter to an 'Expression' – endDate – 1m, to represent one month before the endDate that will be entered when the program is run.

1

Click 'Data Set Definitions' on the toolbar above. On the Data Set Definitions page, click the plus sign on the Cohort Indicator with Dimensions Dataset' link to add a new dataset.

2

Under 'Name', type 'HIV Data Set Definition'. You can enter a more detailed description under 'Description'.

3

Under 'Parameters', click Add to add the end date parameter. In the New Parameter dialog, click the 'endDate' shortcut link to automatically add it without setting the type. Click Submit.

4

Under 'Indicators', add a new Indicator '#1' with a label, and use the In HIV Program Indicator you built earlier. Add the Parameter End Date. Click Submit.
Note: You can also add dimensions to the dataset, though we do not use any in this example. Simply click 'Add' in the Dimensions box to do so, but make sure you have built the necessary dimension before this step in order to have the necessary dimension to add.

1

Under 'Report Definitions', click 'Custom Report (Advanced)'.

2

Under 'Name', enter 'HIV Report'. You can include a more detailed description under 'Description'. Click 'Submit'.

3

Under 'Parameters', add the endDate parameter as you did when you built your dataset.

4

Under 'Dataset Definitions', add the new Dataset with a label under key and the HIV Data Set Definition from the drop down. Also, add the parameter “End Date”.