cog170 Workbench Reports Flashcards
How can a user limit a report to only arthritic patients without re-running it?
Use the Filters tab and filter the Medical Problem column on the value ‘arthritis’.
What should you do before creating a new display column?
Check to make sure there isn’t a column already created that you can use.
What could you edit to allow a user to make posts on the message board component?
Add this user to the list of Authors in the Component Editor.
True or False. All users must have Action Groups set up in their User Record in order to run Reporting Workbench reports.
False. The ability to run reports is controlled by your security points, not your Action Groups.
How can you find where in Chronicles a field in Hyperspace files to?
CTRL + Click the field. If that doesn’t work, try using Record Viewer.
Who can find a public report in the Analytics Catalog?
If a user can see a template in the Analytics Catalog, they will be able to view and run all the public reports made from the template.
True or False. A private report is one that anyone can run, but only the creator can edit.
False.
What Master File stores one record for every display column in Chronicles?
PAF
What options are available for grouping or aggregating data?
The columns listed in the available and Selected columns on the display tab.
How could a user determine which templates/reports include a PAF record column?
They couldn’t.
PAF records don’t contain a reference to the reports or templates which use them.
Where can you set the default time intervals for a resource-based component?
Component Editor, Dashboard Editor.
_____ _____ is a tool that consists of a handful of master files working in tandem to retrieve and display data.
Reporting Workbench.
The most common settings a user will save in a [reporting workbench] report are…
Criteria, Display, summary, and general/access
True or False. HRN records are temporary records.
True.
Every workbench report returns a list of data. This data usually comes in one of two forms: _____ or _____
Records, Contacts.
True or False. Workbench reports with results that do not map to Chronicles records or contacts a big majority of cases.
False.
There are 3 basic tasks you will commonly perform in the Display tab…
Add available columns, add columns not yet available, create new columns.
The workbench summary tab relies on PAF output. Identify the vital functions of PAF records.
Retrieving data, Displaying data.
True or False. Columns do not have to be displayed to be available to a summary.
True.
In which master file is each report model a record?
HSQ.
What icon identifies a Report Model?
Starburst.
Dashboards can be used to host _____ or directly display _____ _____.
Links, Summary Data.
True or False. Columns do not have to be displayed to be available to a workbench visualization.
False
Dashboard reports can be selected by using _____ _____ or _____ _____ on the Data Source form of the Component Editor.
My Reports, Report Tags.
Identify two possible outcomes when sharing User-created dashboards.
For components that are graphs, tables, reporting workbench report, or SlicerDicer reports, the component will always be visible, but the content of the component will only be displayed if the viewing user has access to that content. 2. For all other reports, the component will only be displayed if the user has access to the content
True or False. Tags can only be added to the report.
False. Tags can be assigned at the report and template level. If all tags are removed at the report level, the report will default to the template level tags.
Identify the 3 main ways to find an item in Record Viewer.
Text Search, Jump to Item, or CTRL + F search.
What is the difference between a parameter and a display column?
A parameter is used by the query. It will determine which results are found at run time. A display column is used to display information about the results that are found.
One of your users is dissatisfied with the Message board component on their dashboard. They can see other users’ posts but can’t make their own posts. What could you edit to fix this?
Add this user to the list of Authors in the Component Editor.
What is an HRX record?
A Workbench report, a SlicerDicer session, or one of the many other application reports stored in HRX.
template records define the search, criteria, and display options (Base template)
HGR
Report = SlicerDicer Session OR Report
HRX
Run records
HRN
visualization records - Reporting WorkBench
HGV
Types of Workbench Templates
Ad Hoc, Code
Result Granularity (Workbench)
For chronicles either Contacts or Records
For Clarity, and Caboodle, lowest granualrity table
Reporting Workbench
Chronicles Criteria Hierarchy
Master File
Records
Contacts
Chronicles Add-Type
How the data is captured
No Add (Add Type)
Single Response per Record
Overtime (Add Type)
Response per Contact
Indexed Items
Sorted columns for fast retrieval
What best describes how the Date of Birth is stored in Chronicles?
Item
Action Toolbar
Configuration of launch actions in RW (Chart, Workqueue, etc)