Report Drill Down

Once a report is selected you can drill down for further information:

1. Select a report and apply Date / Group / Sort options as required.
   See Viewing Reports for more details.
2. Select an area of the chart you want to find out more about, for example, click a specific clinician's appointments. A filter applies and the view refreshes.
   
3. If required change the Group By and Sort By options. As you select the drop down lists, a number in brackets indicates the number of results by category.

   

4. Another area, for example Slot Type, can be selected. The view refreshes.
5. To remove a filter from the Summary view, hover next to the filter box and a '-' appears, click to remove.

   

6. Again, update the Group By and Sort By options if required.
7. Optionally, if you wish to remove a column / segment from the view, right click to exclude. The column / segment is taken out, and displays on the left hand side as Excluded.

   

8. To remove the exclusion, hover next to the box and to activate the "-" sign, and select.
9. Select the Detail tab to view a patient list. To return to the Summary view, select the Summary tab. A blue line indicates the active tab.
10. Select the Actions button to:
    • Export the report - to CSV
    • Save Report - preserve filters, group and sort by preferences
    • Save Report As- preserve filters, group and sort by preferences
    • Pin / Unpin Report - adds or removes the report with the current filters, group and sort preferences to the Favourites Dashboard
    • Print to File - includes the option to print to PDF
11. Select the Back arrow to return to the previous screen.