Report Design & Output
This page is derived from older reporting documentation and may not reflect the current behavior of the reporting module. Contributions to align it with the latest version are welcome.
Comprehensive guide to report output formats and when to use each one.
The OpenMRS Reporting Module provides multiple ways to present your report data, from simple web displays to sophisticated custom templates. Understanding the available output formats and their capabilities helps you choose the right presentation method for your audience and use case.
Table of Contents
Available Output Formats
Built-in Standard Formats
🌐 Web Display (Default)
Best for: Quick viewing, interactive exploration, sharing links
Always available for all reports
Clickable patient links and drill-down capabilities
Immediate results with no download required
Multiple data sets displayed in separate tabs
Limitations: Cannot save locally, limited formatting options
📊 Excel (.xls)
Best for: Data analysis, sharing with colleagues, further manipulation
Preserves formulas and calculations
Multiple sheets for complex reports
Easy sorting, filtering, and pivot tables
Compatible with most spreadsheet applications
Limitations: Requires Excel or compatible software
📄 CSV (Comma Separated Values)
Best for: Data import/export, external analysis tools, large datasets
Universal format readable by any system
Lightweight and fast to generate
Perfect for statistical software (R, SPSS, SAS)
Limitations: No formatting, text-only data
🔗 TSV (Tab Separated Values)
Best for: Similar to CSV but with tab delimiters
Better handling of text containing commas
Preferred by some analysis tools
Limitations: Similar to CSV
📝 HTML
Best for: Web publishing, email sharing, presentations
Web-ready format with preserved styling
Can include images and complex formatting
Easy to embed in websites or documents
Limitations: Static content, larger file sizes
📋 XML
Best for: System integration, structured data exchange
Machine-readable structured format
Good for automated processing
Standards-compliant data exchange
Limitations: Not human-readable, technical format
Advanced Custom Formats
📈 Excel Templates
Best for: Professional reports, standardized layouts, branded outputs
Custom layouts with your organization's branding
Pre-built formulas, charts, and calculations
Consistent formatting across all report runs
Complexity: Requires template design skills
👉 Learn Excel Template Design →
🎨 Text Templates
Best for: Custom HTML reports, patient summaries, flexible layouts
Complete control over output appearance
Dynamic content with scripting capabilities
Can generate HTML, XML, or any text-based format
Complexity: Requires template programming knowledge
👉 Learn Text Template Design →
Format Comparison Guide
Quick Selection Matrix
Use Case | Recommended Format | Why |
|---|---|---|
Quick data review | Web Display | Immediate, interactive |
Monthly management reports | Excel Template | Professional, branded |
Data analysis | Excel or CSV | Analysis-friendly |
Government reporting | Excel Template | Standardized format |
System integration | XML or CSV | Machine-readable |
Patient summaries | Text Template | Custom formatting |
Large datasets | CSV | Performance |
Sharing via email | Excel or PDF | Universal compatibility |
Detailed Comparison
Format | File Size | Speed | Formatting | Interactivity | Best Audience |
|---|---|---|---|---|---|
Web Display | N/A | Fast | Limited | High | Technical users |
Excel | Medium | Medium | High | Medium | Business users |
CSV | Small | Fast | None | Low | Data analysts |
HTML | Medium | Medium | High | Low | General users |
Excel Template | Medium | Slow | Very High | Low | Management |
Text Template | Variable | Medium | Custom | Low | Specific needs |
Choosing the Right Format
Consider Your Audience
📊 Data Analysts & Researchers
Primary: CSV, Excel
Why: Need raw data for statistical analysis
Secondary: XML for automated processing
👔 Management & Executives
Primary: Excel Templates, PDF
Why: Need professional presentation with branding
Secondary: Web display for quick reviews
🏥 Clinical Staff
Primary: Web display, HTML
Why: Need quick access and patient drill-down
Secondary: Excel for detailed patient lists
🏛️ Government Reporting
Primary: Excel Templates, specific formats
Why: Standardized layouts required by regulations
Secondary: CSV for data verification
💻 Technical Integration
Primary: XML, CSV
Why: Machine-readable for automated systems
Secondary: JSON (via custom templates)
Consider Your Data Type
📋 Row-Per-Patient Reports
Best: Excel, CSV for large lists
Good: Web display for interactive browsing
Avoid: XML (too verbose for patient lists)
📈 Indicator Reports
Best: Excel Templates for professional presentation
Good: Web display for drill-down capabilities
Consider: Custom HTML templates for dashboards
📊 Mixed Reports (Multiple data sets)
Best: Excel (multiple sheets), Web display (tabbed)
Good: Custom templates for integrated presentation
Avoid: CSV (loses data set separation)
Configuration and Access
How Formats Are Made Available
Default Formats
Web Display: Always available, no configuration needed
Standard Formats: Available once Reporting Module is installed
Custom Formats
Must be configured through Report Design Manager
Linked to specific report definitions
Can have custom configurations and parameters
👉 Learn Design Management →
Managing Output Options
For Report Builders
Configure which formats are available for each report
Set default formats for different user types
Create custom templates for specific needs
Control access permissions by user role
For End Users
Choose from available formats when running reports
Download or view results as appropriate
Save preferred formats for frequently used reports
Performance Considerations
Speed Rankings (Fastest to Slowest)
Web Display - No file generation required
CSV/TSV - Simple text format, minimal processing
HTML - Basic formatting, moderate processing
Excel - Structured format, more processing
XML - Structured with metadata, moderate processing
Custom Templates - Variable, depends on complexity
Resource Usage
Memory: Custom templates and Excel use more memory
Processing: Complex templates require more CPU time
Storage: Excel and custom formats create larger files
Network: Consider file sizes for remote users
Optimization Tips
Use CSV for large datasets (>10,000 rows)
Reserve custom templates for important reports
Consider caching for frequently run reports
Schedule resource-intensive reports during off-peak hours
Getting Started
For New Users
Start with Web Display - Learn how your data looks
Try Excel Export - Get familiar with downloadable formats
Experiment with CSV - Understand raw data structure
Consider Custom Templates - When standard formats aren't sufficient
For Advanced Users
Assess Needs - Map report requirements to format capabilities
Design Templates - Create custom layouts for important reports
Configure Access - Set up appropriate formats for different user types
Monitor Usage - Track which formats are most valuable
Next Steps
Learn More About Specific Formats
📈 Excel Template Design - Create professional, branded reports
🎨 Text Template Design - Build custom HTML and text outputs
🔧 Report Design Manager - Configure and manage output options
⚙️ Custom Renderers - Develop your own output formats
Related Topics
Report Building Guide - Creating reports that work with these formats
Performance Optimization - Making reports run efficiently
User Permissions - Controlling access to different formats
Ready to dive deeper? Choose the output format that matches your needs and explore the detailed guides for creating professional, effective report presentations.