1. Reporting Solutions for Scheduler
Open Source Community Call
March 8, 2016

2. Scheduler Reporting Types
Various channels of reporting capabilities are available for the Scheduler application
Standard Reports
Canned reports, easy access to data
Report Builder
User friendly data queries, ability to save reports, filter/sorting capabilities
Database Reporting Solution
Versatility, flexibility, can be used for data warehousing

3. Standard Reports
A list of canned reports that can be used to access operational, billing, subject and visit data
Accessed via the “Reporting” tab in Scheduler
Note that many of the reports are formatted for viewing within the application; report export files are in non-formatted raw data format (CSV)

4. Accessed via the “Reporting (beta)” tab in the Scheduler application
Report Builder
New reporting functionality with a user-friendly interface and flexibility for user to select desired data fields
Accessed via the “Reporting (beta)” tab in the Scheduler application
Current functionality:
My Saved Reports: Allows users to save their report template selections for future access
Administrative Reports
Scheduled Visit Data
Study & Visit Template Data
(More templates slated for future enhancements)
Schedule/Operational Reports (Structured, formatted report templates salted for future enhancements)
Filtering and Sorting

5. Database Reporting Solution
Access based reporting solution. Users would have access to all data in the Scheduler database.
Offers users (such as Administrative Directors) maximum flexibility in data access and data analysis
Can be used as a data warehousing tool to perform data analysis and data QC
High level of user knowledge of the Scheduler database is needed for effective usage of the Database Reporting Solution

6. System Demo