Administer Reports

Administer Reports Version

This topic discusses:	Links to related topics:
Overview Purge scheduling and retention times Purge archived reports	Report profiles - general information Formatting and printing lists (Quick Reports) Creating custom report definitions Creating financial reports Examples of Quick Reports Setting up schedules for batch job
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Overview

The Report Writing feature allows you to define, run and print reports. If you are a system administrator, you may also need to purge old reports from time to time, and set up users' Report Profiles.

Purges

Scheduling of Purge Jobs and Retention Time

Retention times for various elements are coded in an internal table. For example, the retention time for archived reports is 30 days. Reports older than 30 days are removed from the system every time the "purge" job runs. As explained in Set Up Schedules for Batch Jobs, you can schedule the purge job to run as needed, for example, daily.

Keep in mind, however, that the schedule for the purge job is not related to the retention time of elements that are purged.

If a hospital wishes to keep reports longer than 30 days, the hospital needs to download the reports to a local network directory, where they can be accessed as needed.

A purge deletes the following information:

Reports older than 30 days.
Patient ADT information for patients discharged more than five days previously.
GL exports with a complete Status that are older than 60 days.
Invoice exports with a complete Status that are older than 45 days.
Par cart iPad imports with a complete Status that are older than 45 days.
Patient charge exports with a complete Status that are older than 45 days.
PO exports with a complete Status that are older than 45 days.
Complete requisition imports that are older than 45 days.
Advance replenish exports with a Status of download complete that are older than 45 days.
Confirmed pick lists older than 45 days.
Processed EDI 810 data older than 30 days.
Incomplete receipts.
User Activity data older than 7 days.

To purge archived reports:

Important: A purge deletes not only old reports, but other data as well. (See the previous list.)

From the main Contents, select Work in Administration > Administration > Weekly Purge. The system asks if you would like to run the weekly purge.
Click Yes.
The system runs the purge program and deletes old data.

Report Profiles

A user's ability to create, run, and view reports depends on whether a report profile is assigned to the person's User Profile; and if so, which report profile. A report profile limits the reports that a user can access, so that not all users at a site will be authorized for all reports.

A detailed discussion of Report Profiles is in Working with Report Profiles.