Custom Reports

Custom reports provide a tool to monitor providers' data imports and to see if an interface is meeting certain expectations (for example, minimum number of messages, maximum number of errors, and so on). Custom reports run on a schedule, but you can also run them as needed outside of the scheduled run time.

Create a New Custom Report

Custom reports contain one or more expectations. Expectations are conditions that are expected to be met by the specified provider import(s). There are two types of expectations: Frequency Timing and Issue Occurrences. These are conditions that check the number of error status message types sent within a specified time period. These expectations are configured for each report and a report can have multiple expectations associated with it.

To create a new custom report, click the Reports > Custom Report menu link. On the Custom Report page that opens, click New Report. Enter the report parameters and click Save. The finished report includes a random number of randomly selected samples of the total population of messages that were involved in the reported expectation. You can edit, delete, copy, or run it using the Custom Reports page.

Field	Description
Report Name	Enter a unique, descriptive name for the report.
Scope - Providers	Click in the Providers field and select one or more providers to run the report for.
Email	Select an option on when the report should be emailed (either each time the report runs or only when the report contains at least one failed expectation) and then enter one or more email addresses. Use a comma to separate email addresses. Duplicate email addresses for a single schedule report are combined.
Schedule Report	Select if the report should run on a weekly or monthly schedule. Select what time the report should run. Click a time to select it, use CTRL+Click to select multiple non-adjacent times, or click and drag to select adjacent times.
Expectations - Frequency Timing / Append	Select an option from the drop-down list: Select Frequency Timing to report on the number and frequency of error messages. Select and enter criteria to form the expectation. Select Issue Occurrences to report on missing information. Select and enter criteria to form the expectation. Click Append and select/enter the expectation parameters. Expectations can be copied and/or deleted using the icons.

Run a Custom Report

You can run a custom report as needed outside of its scheduled run time. To do so, click the Reports > Custom Report menu link and locate the custom report in the list. You can use the optional report parameters when you run the report:

Field	Description
Patient ID	To run the report for a specific patient ID, enter the number.
Date Range	To run the report for a specific date range, enter the From and To dates for the range.
Scope Type	Select an option to search at the Provider (default), Import Profile, User, or Facility level.
Providers	To run the report for one or more specific providers, click in the field and select the provider(s) from the drop-down list.
Message Type	To run the report for one or more specific message types, click in the field and select the message type(s) from the drop-down list.
Batch ID(s)	To run the report for one or more specific batch IDs, enter the number(s).
Message ID(s)	To run the report for one or more specific message IDs, enter the IWeb assigned ID numbers.

STC Recommended Thresholds

To run the report to view STC recommended thresholds, click either the STC Recommended Thresholds button or, if the STC Recommended Thresholds report name appears in the Custom Reports list (which it does, if it has been run at least once during the user session), click the Run Report icon ( Run Report icon

) or enter report parameters and click the Run Report with Filters icon (

Edit a Custom Report

To edit a custom report, locate the report name in the Custom Reports list and click the Edit icon (

). Make the necessary changes and click Save.

Cancel/Delete a Custom Report

To cancel or delete a custom report, locate the report name in the Custom Reports list and click the Delete icon ( Delete Report icon

). The report no longer runs at the previously scheduled dates/times.

Copy a Custom Report

To copy a custom report (to create a similar report, for example), locate the report name in the Custom Reports list and click the Copy icon ( Copy icon

). Rename the new report, make any other needed changes, and click Save.