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COG170 Cogito Fundamentals August 2024 Workbench Reports 7•1 graded A+
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COG170 Cogito Fundamentals August2018 Workbench Reports 7•1
When is it a good time to use Reporting Workbench? - ANSSome report requests require
real-time data and a greater level of flexibility and customization. Cogito's Reporting Workbench
is a tool that can query Chronicles directly to retrieve the most upto-date information possible.
Give a few examples that would clue you in that reporting workbench is the tool you would like
to use for a report request. - ANS• This data must include appointments made today, so it must
be retrieved from Chronicles.
• The audience will be clinic managers working in different locations with different schedules
and departments, so it must be customizable.
• Users should be able to "re-run" the query whenever they want, so it must be run on demand,
not updated on a set schedule.
Which reporting tool only uses caboodle? - ANSSlicer Dicer
Point-and-click users can easily access their reports from a Hyperspace activity called
_________ - ANSPoint-and-click users can easily access their reports from a Hyperspace
activity called My Reports
list two important elements of Workbench reporting - ANS• Reports are saved queries that can
be run again and again with the same set of parameters.
They can be common questions shared by groups of users, or one time searches to satisfy a
specific need for a specific person. In the My Reports activity, a user can see a their favorite
reports.
• Results are generated every time a report is run. One report could generate many sets of
results, each set a distinct record of the data as it was at the time the report was run. In the My
Reports activity, a user can see the recent results they ran or those that have been shared with
them.
Which Master File stores one record for each report? - ANSHRX
Which Master File stores one record for each set of results? - ANSHRN
T/F Only a user can add folders, remove folders, or change the contents of folders in their own
favorites - ANSTrue
Can you easily sort results? How? - ANSYou can sort your results by the values in any column
by clicking on its header. You can add up to three levels of sorting in this manner, with each
additional sorted column being sorted before the previously selected columns.
, If you wanted to assign multiple levels of sorting - how do you do that? - ANSYou may also
assign multiple levels of sorting through the Custom Sort activity. You must use the Custom Sort
window to remove multiple layers of sorting, even though you can add up to three layers just
through clicking the headers.
What happens to expired results? - ANSWhen this expiration date is reached, you will be
prompted to delete your saved results or
set a new expiration date. This helps prevent a build-up of forgotten saved results.
When looking at formatted or filtered saved results - You had filters set when you saved your
results. Were they preserved? - ANSSaving results only saves the actual result data, not any
formatting. If you want to save
formatting, you can create a View using the View menu. (looks like the favorites icon - will ask if
you want to save the view).
Can you perform actionable tasks off a reporting workbench report? - ANSReporting Workbench
can be set up to allow you to take actions on the results of a report.
This helps Reporting Workbench reports to be directly integrated into end-user workflows.
Every workbench report returns a list of data. This data can come in one of two forms:
summarize What does Record level mean. - ANSRecord-level reports generate a list of records
from a specific master file. There is no way to generate a list of records from more than one
master file in a single workbench report. A record will be included in the results if at least one
contact on that record in the report's date range meets all of the parameters of the report.
Every workbench report returns a list of data. This data can come in one of two forms:
summarize What does Contact level mean? - ANSContact-level reports return a list of contacts
on records in a specific master file. Every contact which meets the parameters of the report will
be in the results. This means many rows in the results could all be from the same record.
Simplistically - one row of data in a result equals what - ANSa record or a contact
In reporting work bench what does RUN mean? - ANSRun = completing the search, this DOES
NOT mean just opening and viewing the results.
What is valid until time? Where is it displayed? - ANSWhen the report is finished, the Status will
be "Ready to view" and an expiration time appears beneath the name of the results.
Can users re-run the report until the valid until time has been reached? - ANSnot really - The
only time a user can re-run a report before the Valid until time has been reached is 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.
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