The Reports tab is a report runner. Pick a saved report, set its parameters, and render a mix of charts, tables, and narrative over your account's data.
Browsing the report list
Saved reports are account-wide and grouped into two categories:
- Clinical — outcomes, alerts, instrument-level data.
- Administrative — caseload, completion rates, volume.
Use the search box and the category filter at the top of the list to narrow down to the report you want.
Running a report
- Open a report from the list.
- Set the parameters — the parameter bar always includes a date range, and often additional ones like program, facility, instrument, or tag depending on how the report is built.
- The report renders as soon as the parameters are valid. Every section (chart, table, narrative) updates together against the parameters at the top.
Report section types: charts, tables, and narrative
- Chart — bar, line, or pie, built from a measure against a dimension (e.g. Completion Count by Month).
- Table — a sortable data grid.
- Narrative — a plain-text blurb with live tokens that fill in with the report's numbers.
Downloading a report as PDF
A report you've run has a PDF button in the report toolbar. It generates the report as a PDF file on the server (charts, tables, and narrative) to match what you see — every table row and every section is included, not just what fits on screen. To print, open the PDF and print it from your PDF viewer; there is no separate Print button.
What data reports cover: surveys, clients, and alerts
Reports in OutcomeTools run over three data sources:
- Surveys — measures like Completion Count, Completion Rate, Average Score.
- Clients — measures like Client Count, Admissions, Discharges.
- Alerts — measures like Alert Count, Acknowledgement %, Average Ack Time.
A report only ever covers data you already have permission to see; it can't widen your access.
Building a new report
Building a report is a separate task from running one. From level 4 up you can create a report by describing it in plain language to the Lens assistant, or assemble it by hand in the report builder. Saved reports are account-wide, so a report one person builds can be run by anyone whose access level meets the report's minimum.