How to Run Reports
To Run Reports, use the Built-In Reports on the right side of the Nurse Leader Dashboard.
Use the filters to retrieve the data you want in the report.
Search by RPI Progress, Competency Progress, or Module Progress. A best practice is to clear your filter before you begin your search.
RPI Progress
Item Type defaults to All Resources but can be filtered by Nurse Development Resources or Organizational Resources.
Item Status defaults to All Statuses. We recommend using this filter to be specific in your query. For example, select "Overdue" from the dropdown box to see everyone who is overdue in their RPI progress.
Roles default to All Selected and will search every role. You can choose specific or multiple roles.
Hospital/Unit is permission-based and defaults to all assigned hospitals and units IF users have permission. If you have multiple hospitals/units, they can be filtered using the dropdown box.
Item Assigned Date defaults to the same date range as your dashboard. IF you want to use different dates you can click the box in from of the calender function and select the date range you want for your report. The date shown in the filter will always reflect the past 30 days, but the data is NOT filtered by this unless you click the box and specify.
Cohort is not filtered by default. If you want to filter by cohort, use the dropdown box to select the cohort.
Click Filter.
Competency Progress and Module Progress
Item Type defaults to All Resources but can be filtered by Nurse Development Resources or Organizational Resources.
Competency Type defaults to Any. We recommend using this filter to be specific in your query. For example, select "Competency Groups" or "Individual Competencies" from the dropdown box.
Item Status defaults to All Statuses. We recommend using this filter to be specific in your query. For example, select "Overdue" from the dropdown box to see everyone who is overdue in their competency progress.
Cohort is not filtered by default. If you want to filter by cohort, use the dropdown box to select the cohort.
Roles default to All Selected and will search every role. You can choose specific or multiple roles.
Hospital/Unit is permission-based and defaults to all assigned hospitals and units IF users have permission. If you have multiple hospitals/units, they can be filtered using the dropdown box.
Item Assigned Date defaults to the same date range as your dashboard. IF you want to use different dates you can click the box in from of the calender function and select the date range you want for your report. The date shown in the filter will always reflect the past 30 days, but the data is NOT filtered by this unless you click the box and specify.
Archived is not included unless you select the box in front of "Include Archived".
Click Filter.
