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Customized Member Data
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Customized Member Data

The Customized Member Data report allows you to pick and choose which user data you would like to view and export.

Step 1:

From your home screen, select "Reporting".

image user dashboard highlighting Reports button

Step 2:

From the Reporting Dashboard, select the "Customized Member Data" tile.

image Reports screen highlighting Customized Member Data tile

Step 3:

On this page, you will be prompted to run the report either "By Rotation" or "By Direct Affiliation". To change your view later, click on the appropriate button in the upper right corner.

Image showing the option to run the report by rotation affiliation or by direct affiliation


Customized Member Data Controls

Select your Display Options (required) and any Rotation Options.

image Custom User Report options

Step 1:

Select the Display Options (required) you wish to see in the report.

  • Select "Member Type" (required).
  • Select a "Program" (optional, used to narrow down results if you have multiple programs at your location).
  • Toggle "Yes" or "No" to Show Requirement/Assessment Dates (optional).

image showing report Display Options with an arrow pointing to the Member Type field

Step 2:

Select the Rotation Options you wish to see in the report.

The rotation options section contains the following fields and their functions:

  • Rotation ID: This will allow you to narrow down your report to a specific rotation by selecting the Rotation ID number from the drop-down menu.
    • NOTE: The rotations in this menu are pre-populated with the available rotations, making it easier to select the correct rotation.
  • Rotation Unit:This will allow you to narrow down your report to a specific unit.
    • NOTE: If no unit is available, this option will remain blank.
  • Rotation Course: If your organization has attached any courses to a rotation, you can narrow your results by entering the course in this field.
  • Rotation Experience Type: This will allow you to narrow down your report based on a specific experience type (i.e., Cohort, Precepted, etc.).
  • Rotation Status: This will allow you to narrow down your report to a specific rotation status (i.e., Active, Pending, etc.).
  • Date Range: Enter a Rotation Start and/or a Rotation End date to generate results within a specific date range.
    • NOTE: When using the date range option, the results will include any rotation(s) that have at least one day within that time frame.

image Rotation Options fields


Select The Desired Fields

At the bottom of the reporting options, you will see two columns: Available Fields and Chosen Fields.

Step 1:

To build the report, select the desired fields from the Available Fields column by checking the checkbox to the left of the field. The fields will move into the Chosen Fields column on the right.

NOTE: You can also drag and drop the fields to move them over.

image partial list of fields available with arrows pointing to the checkbox next to each field

Step 2: (optional)

Once you have all of the desired fields in the Chosen Fields column, you can reorder the fields by adjusting the field number in the Order column.

NOTE: You can also reorder these fields by dragging and dropping them up and down the list.

Image of fields in the chosen fields column with an arrow pointing to the field number in the order column

Custom Field Options

Custom Fields are unique questions that can be set up for a school or clinical site. These questions are located in a member's Profile in their Custom tab.

To run a report to include custom fields, click the "Fetch Custom Fields" button. The generated custom fields will be displayed at the bottom of the Available Fields list.

NOTE: Make sure you select the correct display option(s) and field(s) to utilize the custom fields in the report.

image shows fetch custom fields button


Run Report

Step 1:

Click the "Submit" button at the bottom of the page to generate your results.

NOTE: At this point, you can now make changes to the report without resetting the entire report.

Image with an arrow pointing to the submit button


Save Your Report

If this is a report that you will run on a regular basis, you can save your report to preload the fields for future use.

Step 1:

Under the Saved Reports panel, in the Report Name, enter the name of the report.

Step 2:

Click on "Save Report".

NOTE: Each save creates a separate report, allowing for version control. This also prevents any mishaps of overwriting an existing report.

image of Saved Reports panel

The next time you access the Custom User Report, click "Show" to expand the Saved Reports panel, then click on the green "Play" button to submit the report.

image showing arrows pointing to the load button and the drop-down menu under the load a saved report field


Exporting Results

Step 1:

At the top of the results table, select the "Export" option on the right to expand the drop-down menu.

The following options are available:

  • Export All: Generate an excel file for all members in the results table.
  • Export Selected: Generate an excel file for any members that have been selected from the results table.
    • NOTE: If using this option, you will need to be sure to first check the checkbox to the left of each member you want to include in the report.

Image with arrows pointing to the export option


Previously Saved Reports

In this section, you can load a previously saved report.

Step 1:

Click the "Show" button in the Saved Reports panel.

image of Custom User Report Controls and Saved Report panel highlighting the Show Saved Reports button

Step 2:

Click the "Run Report" button (the green play arrow) next to the saved report.

image saved reports highlighting the run button


Make Changes to a Ran Report

Step 1:

Go to the Report Controls and then click the "Show" button at the top of the report.

Image that shows an arrow pointing to the Show Controls button

Step 2:

Make any adjustments or changes to the report.

Step 3:

Click "Submit" to generate the report with the new changes.

NOTE: After you make changes to your fields or options, hiding the Report Controls will close the report results, bringing the Submit button up to the top.

Image with an arrow pointing to the submit button


Delete a Saved Report

Step 1:

Click the red "trash can" icon.

image of Saved Reports panel highlighting trash can icon (delete)


FAQ

Is my report searchable?

  • Yes, the report is searchable. Once you have run the report, use the search box on the right to search through your list of results.

NOTE: It may also be case sensitive.


For assistance with reporting, you may also contact ACEMAPP Customer Support at 844-223-4292 or email us at support@acemapp.org.

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