Building Reports

Building Reports


The Custom Report builder can be accessed through the Archive door, under the Reports button > Custom Reports.

 From the Custom Report home screen select ‘New’ – you will be given 4 report type options;

Creating a New Report

There are 4 report types that can be created;


1. Statistical Reports across multiple time frames (daily/ weekly/ monthly/ quarterly/ annually) – This type of report is useful to identify, for example,  how many women were admitted to the Birth Suite on a specific day/week/month/year. The data captured is displayed as a numerical value. By clicking on the numerical value, the report displays the details of the women/babies identified. By clicking on the woman's/baby's name, you can access the K2 records directly for a detailed review. 

2. Statistical Reports with configurable row and column filters – This type of report displays a breakdown of data such as, within a desired time frame of all the births recorded how many were Cesarean Sections, Forceps, Kiwi/Vacuum and Normal Births. The data is displayed as a numerical value. By clicking on the numerical value, the report displays the details of the women/babies details captured.  By clicking on the woman's/baby's name, you can access the K2 records directly for a detailed review. 

3. A list of Women – These reports display woman specific data, with configurable columns and/or time frames. An example would be; identifying a population of women that had a 3rd degree tear – this report could display blood loss, categorization of tear, suturing clinician and mode of delivery etc.…

4. A list of Infants - These reports display infant specific data, with configurable columns and/ or time frames. An example would be; identifying a population of term infants with a birth weight <2.4kg – this report could display Apgar scores, gestation, weight, mode of delivery, transfer to a Special Baby Care Unit etc.…

Click onto the desired report type to open the report building screen. 

Once a report is created and saved it will be stored in My Reports. Reports created by other users can be accessed via the Shared Reports


Building a Report

Any defined data item (e.g. cervical dilatation or reason for induction) found in either the Guardian bedside portal or Athena desktop software can be used to build reports. K2 call these data items 'fields'. Fields can be found by navigating through the Field Browser, either by expanding the groups - Woman/ Baby(s)/ Reporting tabs listed or by using the keyword search function.

The example below is an example of a ‘list of Women’ type of report. All reports are built in a similar format.

Working from the top of the screen down;

'Report Title' - this is the name of the report that will be displayed when searching for reports to run. Select which 'Folder' you would like the report allocated to - N.B. if this is left blank, the report will default to being situated in the 'My Reports' folder.
'Create a list of' - Select Women or infant from the drop-down options.
'With a' - Delivery Date, EDD or Pregnancy creation date - this relates to what records will be viewed when entering the date range when running the report. 
'Arrange the list in' - select descending or ascending from the drop-drown list.
'Order using' - click the, Delivery Date, EDD or pregnancy creation date from the drop-down options.

The white box 'women that meet the criteria' - is used to select that population of women (or infants) records to display information from. In the example below, we only want to look at records where the woman has had a third degree tear documented.

The bottom half of the screen is used to capture the information to be displayed from this population of women's (or infant) record;


Searching via Key Word;


Searching via the Record Tab;




Once you have identified the data that you would like to capture (from the left side field search browser), click and drag this field across to the right side of the screen – either including the information in the population criteria box or the details to be displayed within the report field (lower half of the right side of the screen) or for both.

Identify the criteria for the population of women that you would like the report to pertain to

In this example we only require the include records from women that have sustained a 3rd degree tear;

 


 The Expression Operators to be used in this field are;

       AND

 OR

       IF THEN

+ (used to string values together)

 [EOL] end of line

 

If the desired information was to identify women that had a forceps delivery and 3rd degree tear the population would be;

 


 

Testing and Navigation of your draft Report

To view how the report will look click on the ‘Test’ button in the top right of the screen.


 Navigation of the report data;



·         The title of the report is displayed at the top left.

·         Select the date range required – manually input the date or use the calendars to select dates.

·         Run report – this displays the data. The ‘Rows Returned’ displays a numerical value, in this example there has been 5 women have sustained a 3rd degree tear out of 497 births record during the time period selected.

·         All reports can be Printed and/or Saved as csv.

Clicking on the reports column title will arrange the column from highest to lowest value, alphabetical order, lowest to highest value etc.….
By clicking on a row or woman’s details, you will automatically navigate into the woman’s full record to enable you to perform a deep dive/holistic review.

Once happy with the report , click on the Back button in the top right corner of the screen. This navigates you back to the report building screen, where you can click Save

  

Running an Existing Report

 


 To find a specific report, click on the triangle next to a Folder name to expand the list of reports within. Select the required report  by title and either double click on it or click on the Open button.

Once opened, define the date range, or if the report was created using multiple time frames, define the time frame (daily/ weekly/ monthly/ quarterly/ yearly/ custom).

Click on the Run Report button to generate your chosen report. You can choose to view your results in either Portrait or Landscape mode.

Clicking on the reports column title will arrange the column from highest to lowest value, alphabetical order, lowest to highest value etc.…. 
By clicking on a row or woman’s details, you will automatically navigate into the woman’s full record to enable you to perform a deep dive/holistic review.

You can then choose to either Print and/or Save as .csv.



The reporting functionality is not limited to capturing completed notes fields in isolation. A report can be generated to display ‘not entered’ fields, these are referred to as Omission or Exception Reports. These types of reports are a great tool to identify and audit locally recommended compulsory fields, i.e. Apgar scores recorded for all births - an omission/exception report could be formulated to identify births that have not had the Apgar field completed in order for this to be addressed by staff in a timely manner and/or identify any trends regarding incomplete records locally.  

 


 

 

 

 

 



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