Reports

Reports can be generated for a set of selected criteria, saved, and reviewed.

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Report Statuses
Report Types
Institution Access
Generating
Adding
Editing
Cloning
Deactivating or Deleting
Report Actions
Fields

Report Statuses

The following statuses are applicable to reports:

Icon Status Notes
Pending Report is in the process of being generated
Saved Report was generated and saved successfully; non-legacy saved reports can be edited and re-generated
Reviewed Report was reviewed successfully; reviewed reports are read-only
Incomplete Legacy reports that have not been generated yet (action must be taken to generate incomplete reports); incomplete report records are visible to any operator with proper permission (because an institution has not been selected yet)
Failed Report failed to generate (probably due to invalid report criteria); once failed, legacy reports cannot be regenerated

Report Types

The following report types are available in the RALS™ SYSTEM:

Institution Access

A report’s institution identity is defined based on your selection upon record generation.

If you have Access All Institutions, you can create and see reports with no selected institution (i.e., a report for all institutions).

Incomplete reports can be accessed by all users.

Generating

Reports are automatically saved when generated. Initially, the report status will be Pending. Once the PDF has been generated, the status will transition to Saved.

If report generation takes more than 60 minutes, the status will transition to Failed. (If a report times out, it is probably because the Reports Service isn’t running.)

The criteria fields are not filtered based on available result data or selections already made. It is possible to generate an empty report.

Adding

Reports can be added. See Add Fields for more information.

Editing

Only non-legacy reports can be edited. All values can be edited, except:

Field Name Notes
Report Status The report status will automatically update to reflect the state of the report
Institution Cannot be changed after the report is created
Report Type Cannot be changed after the report is created
Notes Cannot be changed after the report is created

See View or Edit Details Fields for more information on editing a report.

Reports can be bulk edited and bulk reviewed. While reviewing a group, individual reports can be removed from the group if desired. After all reports in the group have been viewed, the entire group can be marked as reviewed. See Report Reviews for more information on reviewing reports.

Bulk editing is not available in Internet Explorer.

Cloning

Reports can be cloned. Cloning a report copies all criteria, except:

Field Name Notes
Reviews Associated reviews are not copied
Notes Existing Notes will be copied but can be edited while cloning

Deactivating or Deleting

Saved reports can be deleted. Deleted reports cannot be restored. Incomplete, pending, and reviewed reports cannot be deleted.

Report Actions

The following actions are available for reports:

Review

See Report Reviews for more information.

Delete Reviews

The delete reviews action allows you to delete all reviews at once for a given report. A special permission is required. Once the reviews associated with the record have been deleted, the record itself can be deleted.

Fields

Reports fields are located in the following places in the RALS™ SYSTEM:

Data Table Fields

When viewing reports in a data table, the fields are defined as follows:

Field Notes
General
Key Unique identifier
Legacy Indicates if this report was migrated from Silverlight; if yes, all report criteria is read-only
Status Status of the report
Criteria
Institution Institution associated with the report; for users without access to all institutions, a report can be generated for only one institution; for users with access to all institutions, a report can be generated for one or all institutions
Report Type Template used for the report; additional criteria will be available based on the selected report type
Device Type Device type for the report
Generated By Operator who generated the report
Generated Time Time the report was generated
(Additional criteria varies by report type)
Reviews
Last Review Time Time of the most recent review
Last Reviewed By Operator who performed the most recent review
Last Review Note Memo recorded for the most recent review
Notes
Notes Open text field that can be used at your discretion when a report is created; read-only after the report is created; for legacy reports, auto-populated with the Report Name from Silverlight
Add Fields

When adding a report, the fields are defined as follows:

Field Notes
General
Institution Institution associated with the report; for users without access to all institutions, a report can be generated for only one institution; for users with access to all institutions, a report can be generated for one or all institutions
Report Type Template used for the report; additional criteria will be available based on the selected report type
Report Criteria
(Criteria varies by report type)
Notes
Notes Open text field that can be used at your discretion when a report is created; read-only after the report is created
View or Edit Details Fields

When viewing or editing a report details record, the fields are defined as follows:

Field Notes
Status Status of the report; read-only
Institution Institution associated with the report; for users without access to all institutions, a report can be generated for only one institution; for users with access to all institutions, a report can be generated for one or all institutions
Report Type Template used for the report; additional criteria will be available based on the selected report type
(Additional criteria varies by report type)
Notes Open text field that can be used at your discretion when a report is created; read-only after the report is created; for legacy reports, auto-populated with the Report Name from Silverlight