Page Description

Use the External Reports administration page to facilitate saving external reports into Copia that can be accessed through a type of external reporting server, such as Miscrosoft Reports Server.

For more help, click one of the following links:

• Accessing this Page
• Viewing the External Reports List
• Adding or Editing External Reports Details

Accessing this Page

• Click the Administration menu button, click the Other Setup button, and then click the External Reports submenu link. You must have the necessary security permissions to access the Administration menu button.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Other Setup menu. To return to the main menu for Copia, click the Lab Tasks menu button.

[Return to Top]

Viewing the External Reports List

1. The External Reports list page contains a list of up to ten external reports. If the list is longer than one page, use the Page links, located below the list of groups, to navigate through the list.
2. To view active external reports only, select the Show active only checkbox at the top of the External Reports list page. You may set the inactive/active status in the External Report Details section of the External Report details page. See "Adding or Editing External Report Details" below.
3. Enter text in to the Name field to search for an external report by name. This is a search-as-you-type field. The table will automatically refresh when text is entered, or click the Refresh button to refresh the table automatically.
4. If you cannot find the desired external report, click the Add button to add a report. See "Adding or Editing External Report Details" below.
5. Click an external report on the External Report list page to view or edit the report on the External Report details page. See "Adding or Editing External Report Details" below.

[Return to Top]

Adding or Editing External Reports Details

1. Use the External Report Details section of the External Report details page to add or edit an external report.
2. Enter the name of the external report in to the Local Name field. This field is required.
3. Select the Active checkbox to enable users to search for and select the external report with an active status. If the Active checkbox is not selected, the external report will appear as inactive in the system. Copia clears it from the External Reports list page when the user selects the Show active only checkbox. See "Viewing the External Reports List" above.
4. Enter text in to the External Report Name with Path field to name the external report and the path to the report within the Copia system. This field is required.
• Click the get report list from SSRS server link to open the Available External Reports pop-up. The pop-up lists the available reports on the preconfigured SSRS server and provides quick links to fill in the External Report Name with Path field. The table lists the external report name with the file path, who it was created by, when it was created, who is was modified by, and the date it was modified on, if available.
5. Enter a description of the external report in to the Description field. This will allow the user to view the report and view a brief description of the report contents.
6. Select an option from the Report Type drop-down list to specify the type of report the external report is. Select either "Generic" or "Result Report" from the list. Select the "Generic" option to display the external report as a generic report, or select the "Result Report" option to display the external report as a result report. This field is required.
7. Select an option from the File Type drop-down list to specify the type of file the external report will be displayed in. Select either "HTML" or "PDF" from the list. Select the "HTML" option to have the external report displayed in an HTML format, or select the "PDF" option to have the external report displayed in a PDF format. This field is required.
8. Select the Suppress delivery if all results are linked documents checkbox to have Copia control whether or not an external report is omitted from a report when all of the results are linked documents.
9. Click the Test button at the bottom of the External Report Details section to test the report parameters and settings to make sure that they are correct and functional.
10. Click Add in the Parameters section to add parameters to the external report. Clicking Add displays the Name field and Type drop-down. Enter a name in to the Name field to specify the name of the parameter that is being created. Select an option from the Type drop-down to specify the type of parameter that is being configured. Select either Date, Location Primary Key(s), Order Choice Primary Key(s), Patient Primary Key, Report Primary Key, Requisition Primary Key, Sex(es), Signed-in Location Primary Key, Signed-in User Primary Key, or User Defined Text from the drop-down list. Selecting User Defined Text from the drop-down displays a blank text field in which the user can add the custom text to the parameter. Click X to remove the parameter.
11. Click the < Back to List button to return to the External Reports list page without saving any changes.
12. Click the Save button to record changes and return to the External Reports list page.

[Return to Top]

 © 2018 Orchard Software Corporation