Reports
A report contains information generated from queries using your application data organized in a manner that can be printed, emailed externally, or sent to a distribution list containing a combination of external email addresses and internal symplr Provider users. (See Manage distribution lists)
Depending on the security rights granted to you by the system administrator at your organization, you may either run, create, and/or edit a report.
Running a report
When you run a report, the system generates a file containing data from the query linked to the report. The application provides several reports that are already linked to queries, allowing you to quickly generate a report whenever you need it. Depending on the settings your administrator has set, you can download a hard copy of a report, or deliver it to an Incomplete List.
A report may contain filters that you can modify before you run the report. Any modifications you make to the filters are temporary and will not be saved after you run the report.
Running a report with parameters
Reports that have parameters defined in Crystal Reports must also have Interactive Preview checked when running or scheduling the report. This preview allows you to select the parameters you need and run the report.
Creating and editing a report
If you have the necessary security rights, you can create a new report and link the report to the query of your choice, or edit an existing report.
You can also define what action symplr Provider performs when a user runs a report. For example, if you select a distribution list as the default delivery method for a report, when a user runs the report it is delivered by email to non-symplr Provider users designated as recipients within the specified distribution list. Report recipients may be both symplr Provider users and external (non-symplr Provider) users.
symplr Provider users that are a part of a Distribution List will receive the report in their Inbox hub and not as an email.
Report tracking
When you enable tracking for a report, each time the report is run, symplr Provider creates a tracking record for every provider listed in the report. The tracking record provides a description of the report, the report type, the symplr Provider user who sent the report, the date it was sent, and the entity from which the report was sent, if applicable. You can view tracking information in the Tracking History form.
Using Dev Express
The addition of Dev Express to sProvider allows reporting power users to interact with the sProvider database more robustly. Training and support beyond the basic creation, saving, and export of reports is available via Statement of Work. Please contact (x) for more information.
