Custom User Report

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Custom User Report

Custom User Report

To watch a video on running this report,

The Custom User 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 "Custom User Report".

image Reports screen highlighting Custom User Report 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-left corner.

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


Custom User Report Controls

In this section, you can load a previously saved report by selecting the report name from the drop-down menu.

After you have confirmed all fields are correct, click "Run Report".

image Custom User Report options


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 "Generate Custom Fields" button. The generated custom fields will be displayed at the bottom of the Available Fields list.

image shows generate custom fields button

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

Display Options

Select the options 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 and/or assessment dates (optional).
  • Toggle "Yes" or "No" to show test and/or requirements with partnering organizations (optional).
    • Note: If selecting "Yes" for this option, you will also need to click the "Fetch Partnership Fields" button. The requirements/assessments for the partnering organization will populate at the bottom of the list of Available Fields. This process may take some time to load, depending on the number of partnering organizations you have (see image below).
  • Toggle "Yes" or "No" to show any tests and/or requirements that are no longer in use (optional).

image showing report Display Options with an arrow pointing to the Member Type field and connected arrows pointing to the Show Partner Requirements/Assessments toggle and the Fetch Partnership Fields button


Rotation Options

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.).
  • 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.

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


Run Report

Click "Run Report" at the top 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 run report button


Make Changes to a Ran Report

Step 1:

Toggle the "View Controls" option at the top of the report to "Yes".

Image that shows an arrow pointing to the View Controls toggle

Step 2:

Make any adjustments or changes to the report.

Step 3:

Click "Run Report" to generate the report with the new changes.

Image with an arrow pointing to the run report button


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


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:

In the Custom User Report Controls, enter the desired name for the report under the Save this report option and click the "Save" button to save the new report.

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

image with an arrow pointing to the save button under the "save this report" field

Step 2:

The next time you access the Custom User Report, select the report from the drop-down menu under Load a Saved Report. Then click the "Load" button to load the report.

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


Delete a Saved Report

To delete a saved report, select the report from the drop-down menu. Then click the "Delete" button to delete the report.

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


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.

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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