Report Design & Output

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

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

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)

  1. Web Display - No file generation required

  2. CSV/TSV - Simple text format, minimal processing

  3. HTML - Basic formatting, moderate processing

  4. Excel - Structured format, more processing

  5. XML - Structured with metadata, moderate processing

  6. 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

  1. Start with Web Display - Learn how your data looks

  2. Try Excel Export - Get familiar with downloadable formats

  3. Experiment with CSV - Understand raw data structure

  4. Consider Custom Templates - When standard formats aren't sufficient

For Advanced Users

  1. Assess Needs - Map report requirements to format capabilities

  2. Design Templates - Create custom layouts for important reports

  3. Configure Access - Set up appropriate formats for different user types

  4. Monitor Usage - Track which formats are most valuable

Next Steps

Learn More About Specific 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.