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COG170 Cogito Fundamentals (Feb. 2021) > Reporting Workbench > Flashcards

Reporting Workbench Flashcards

1
Q

True or False: Chronicles returns real time data that can be used to immediately take action.

A

True (7.9)

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2
Q

What are Workbench reports created from?

A

Templates (7.13)

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3
Q

Where are Workbench templates found?

A

The Analytics Catalog (7.13)

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4
Q

What is the Report Template Audit used for?

A

There is a template specifically built and released by Epic to help users find the perfect template for a reporting need. The Report Template Audit can be used to build a report that finds templates (7.13)

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5
Q

Reports are records in what master file?

A

HRX (7.13)

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6
Q

Templates are records in what master file?

A

HGR (7.13)

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7
Q

True or False: Reporting Workbench is a tool that consists of a handful of master files working in tandem to retrieve and display data.

A

True (7.13)

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8
Q

Report results are records in what master file?

A

HRN (7.14)

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9
Q

Can the display settings for report results be saved and applied to that report the next time you run it?

A

Yes
After applying sorting and filtering, a user can save their cosmetic changes so that the next time they run the same report, the results already have their preferred display settings. (7.14)

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10
Q

Where are report results viewed?

A

In the Results Viewer (7.18)

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11
Q

Every Workbench report returns a list of data. This data usually comes in one of two forms. What are the two forms?

A
  1. Record-level (7.18)

Contact-level (7.18)

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12
Q

What determines report results Valid Until Time?

A

The template (7.19)

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13
Q

Is there an instance where a user can re-run a report before the Valid Until Time has been reached?

A

Yes
When the report is modified so that the current results may no longer be considered valid. This usually means a change to the report’s filters or to the columns being displayed. (7.19)

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14
Q

How many columns can you sort at a time?

A

Up to three columns (7.20)

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15
Q

The Report Settings window contains all of the forms (tabs) used to build or modify a Workbench Report. How many forms (tabs) are there? What are they?

A

There are 8. Criteria, Display, Appearance, Summary, Print Layout, Toolbar, Override, General (7.22)

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16
Q

What tab in the Report Setting window is used to make broad settings like name of the report, whether it is public or private, and report- or result-level sharing?

A

The General tab (7.22)

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17
Q

What tab in the Report Settings window is used to add or remove display columns from the report, and to add detailed views to the results?

A

The Display tab (7.22)

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18
Q

What tab in the Report Settings window is used to set special formatting for printed or e-mailed results?

A

The Print Layout tab (7.22)

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19
Q

What tab in the Report Setting window is used to build charts and graphs to display aggregated summary data about report results?

A

The Summary tab (7.22)

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20
Q

What tab in the Report Settings window is used to set the parameters on the report, the logic used between parameters, and the date range used by time-sensitive parameters?

A

The Criteria tab (7.22)

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21
Q

What tab in the Report Settings window is used to remove or re-order action buttons from the results of the report?

A

The Toolbar tab (7.22)

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22
Q

What tab in the Report Settings window is used to adjust the font, color, and highlighting of rows or columns of data in the results?

A

The Appearance tab (7.22)

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23
Q

What tab in the Report Setting window is used to change some template-level settings like the hours to keep results or the maximum records to search or return?

A

The Override tab (7.22)

Settings here override template-level setting and only apply to this one report.

24
Q

Why should the number of users with the ability to write public reports be carefully controlled?

A

Because public reports can be seen and run by any user with access to the report’s template (7.23)

25
Q

True or False: Private reports are owned by the creating user and are not visible in other users’ libraries by default.

A

True (7.23)

26
Q

What allows the sharing of report results?

A

The report’s template (7.23)

27
Q

Where are Report Tags assigned?

A
  1. The template

2. The report via the General tab (7.24)

28
Q

What do report parameters, sometime called criteria or filters, control?

A

The search (7.24)

29
Q

What do interparameter and intraparameter logic refer to?

A

Report logic (7.24)
• Interparameter Logic - the logic used between parameters
• Intraparameter Logic - the logic used between the values of one parameter

30
Q

What logical operator allows users to define their own logic among criteria or values using a combination of AND and OR?

A

Custom (7.25)

31
Q

Do all parameters respect the data range on a Workbench report?

A

No

Only time-sensitive parameters do. (7.26)

32
Q

How are time-sensitive parameters identified?

A

By the presence of a clock icon on the Criteria tab (7.26)

33
Q

True or False: All master files use overtime items.

A

False (7.27)

34
Q

What does a record-based search return?

A

ONE row for each record that meets all criteria (7.28)

35
Q

What does a contact-based search return?

A

A row for each contact that meets all criteria (7.28)

36
Q

Each workbench report returns either a list or records or a list of contacts. This is determined by what?

A

The template (7.28)

37
Q

Each of the columns used to display information in a Reporting Workbench report is its own record in Chronicles. What master file defines columns?

A

PAF (7.29)

PAF records do not store data. They are only used to format and display data.

38
Q

What are Selected Columns?

A

The columns that appear in the Results Viewer (7.29)

39
Q

What does it mean to Anchor columns?

A

Anchoring columns lock them in place when scrolling horizontally. You can select up to three columns (7.29)

40
Q

How do you get to the Column Editor activity?

A

On the Display tab, the Add button launches the Column Editor (7.30)

41
Q

What do you use to search for existing PAF records or to create new custom columns?

A

The Column Editor (7.30)

42
Q

When it comes to creating columns, what is Field Type?

A

The Field type defines whether this PAF record will display the value stored in an item in a Chronicles master file, or if it will display the results of a piece of M code called an extension. Data Item or Extension, respectively (7.30)

43
Q

Can you copy the formatting of another report and apply it to a different report?

A

Yes (7.32)

44
Q

Why would you use the Conditional Formatting section of the Appearance tab?

A

To call attention to specific results based on defined logic. This lets report users find important information quickly with just a glance through the report (7.32)

45
Q

What would be a good reason to build a summary in Reporting Workbench instead of using SlicerDicer?

A
  1. If the summary must include data from today (7.34)

2. If the summary is based on data not stored in Caboodle (7.34)

46
Q

True or False: The template a report is built from is the main source of actions that will appear at the top of the results of a Reporting Workbench report.

A

True (7.34)

47
Q

Where can you choose which default actions appear in the results of a particular report?

A

The Toolbar tab (7.34)

48
Q

In which master file is each report model a record?

A

HSQ (7.35)

49
Q

What do Epic-released report models contain?

A

The basic information about what a report should do (7.35)

50
Q

Name the record that can help create a new report.

A

A report model (7.35)

51
Q

Can Radar integrate with Reporting Workbench and serve as a single location for users to view their reports?

A

Yes (7.37)
• Link components can include a manual list of links to reports
• Report Listing components can automatically list different reports for the user

52
Q

What type of component can distribute an unchanging list for reports?

A

Link component

53
Q

What are the two data source options when creating a Report Listing component?

A
  1. My Reports
  2. Report Tags
    (7. 38)
54
Q

If you choose a data source of Report Tags when creating a Report Listing component, how many tags can you choose?

A

Up to 5 tags. If you list more than one tag, you must select the logic to use between those tags (7.39)

55
Q

True or False: A private report is one that anyone can run, but only the creator can edit?

A

False (7.41)

COG170 Cogito Fundamentals (Feb. 2021) (11 decks)

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