information services decision support office managing a large report inventory using events
TRANSCRIPT
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INFORMATION SERVICES
Decision Support OfficeManaging a Large Report Inventory Using Events
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About University Health SystemsWe are a regional health system serving 29 counties in eastern North Carolina, and we’re working every day to improve the health of the 1.4 million people we serve.• Pitt County Memorial Hospital, Greenville
• Bertie Memorial Hospital, Windsor
• Chowan Hospital, Edenton
• Duplin General Hospital, Kenansville
• Heritage Hospital, Tarboro
• Roanoke Chowan Hospital, Ahoskie
• The Outer Banks Hospital, Nags Head
• Albemarle Health, Elizabeth City
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ObjectiveThis presentation covers how to capture reports and usage within a WebFOCUS environment. Each report writes an event record to monitor usage, a report record to capture keywords, and a group record to determine report location/domain. A dashboard hosts this data so that a user can find a report based on keyword or popularity and can then subscribe to that report.
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Production Control ChallengesAs of January 2011, our Reporting Environment consisted of approximately 1400 customer facing reporting solutions.
These solutions are located in one or more of our 79 reporting domains.
Customers were having trouble locating the reports that they may use on occasion.
There was a need for a new way to manage our growing inventory of reporting solutions.
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My Solutions Subscription Services
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Report Inventory
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Report Inventory Search
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Find a PCMH “OR Cases” Report
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Preview the “Scheduled OR Cases” Report
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Subscribe to the “Scheduled OR Cases” Report
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Return to the My Solutions Launch Page
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You have successfully added your new report
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Now you can run your new report
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Establishing a Report Inventory
1. Determine what you would like to capture from each report.
2. Establish a place to capture this data.
3. Factor in production control policies for ensuring reports are added to your inventory in a consistent manner.
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What to Capture
Report Title Program Name Report Location/Domain Audience Security Keywords the user can use to find this report Who is accessing this report When are they accessing this report
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How to Capture the DataData Warehouse
Domain Table Report Table Event TableDomain ID Domain ID Report ID
Report ID
Audience
Security
Report Title
Keywords
Domain Name User ID
Event Type
Event Time
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Report PreviewStore an instance or image of what the report looks like to allow for users to preview each report.
Currently storing our instances in \\servername\c$\ibi\apps\library
Incorporate the following code into our Report Inventory program:
Set Command:
SET BASEURL=http://servername:8080/approot/library/
Stylesheet:TYPE=DATA, COLUMN=PREVIEW, IMAGE=(PREVIEW), SIZE=(.2 .2), PRESERVERATIO=ON,URL=(FILE_NAME), TARGET=_blank, $
*FILE_NAME is the file name of the instance (i.e. report.xls)
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Run Events Program
Every time a report is executed you will want to store a record in your events table to capture who ran what report.
All production reports contain an include command that points to a program with this code in it:
-SET &USERID = &IBIMR_user;DEFINE FILE TABLENAMEEVENTTIME/HYYMDs = HGETC(10, 'HYYMDs');EVENTTYPE/A10 = 'RUN';USERID/A10 = UPCASE(10,'&USERID',USERID);DOMAINID/A10 = '&GROUPID';REPORTID/A8 = '&REPORTID';ENDTABLE FILE TABLENAMEPRINTEVENTTIMEEVENTTYPEUSERIDDOMAINIDREPORTIDON TABLE HOLD AS RUNEVENT FORMAT ALPHAEND-RUNMODIFY FILE SQLTABLENAMEFIXFORM FROM RUNEVENTDATA ON RUNEVENTEND-RUN
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Report Details ProgramEvery time a report is executed you will want to store or update a record in your report table to capture the details of each report.
Note that your domain table can be updated manually since it may not change often.
All production reports contain an include command that points to a program with this code in it:
DEFINE FILE TABLENAMEREPORTID/A8 = '&REPORTID';DOMAINID/A10 = '&DOMAINID';RPTTITLE/A50 = '&RPTTITLE';SECURITY/A25 = '&SECURITY';KEYWORDS/A100 = '&KEYWORDS';ENDTABLE FILE TABLENAMEPRINTREPORTIDDOMAINIDRPTTITLESECURITYKEYWORDSON TABLE HOLD AS RPTDTL FORMAT ALPHAEND-RUNMODIFY FILE SQLTABLENAMEFIXFORM FROM RPTDTLMATCH REPORTID DOMAINIDON MATCH UPDATE RPTTITLE SECURITY KEYWORDSON NOMATCH INCLUDEDATA ON RPTDTLEND-RUN
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Program HeadersThe include commands will need to have variables set for each report so that information about each execution can be captured uniquely for each report.
Below is a sample of what variables are set for each report in our production environment:
-SET &USERID = UPCASE(25,&IBIMR_user,&IBIMR_user);-SET &RPTNAME = 'Unit Admission Report';-SET &GROUPID = 'MYDOMAIN';-SET &REPORTID = 'UNITADMS';-SET &SECURITY = 'PROTECTED';-SET &KEYWORDS = 'ADMIT SOURCE ADMISSIONS UNIT ADMITTING DIAGNOSIS';-MRNOEDIT -INCLUDE RUNEVENT-MRNOEDIT -INCLUDE RPTDTL
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Other Benefits for Using Events
Determine Report Issues
Monitor Global Usage
Save users time searching for reports
Capture additional report details like report author, publish date, and report requestor
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Determine Report Issues
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Monitor Global UsageEvery time a new run event is added to the Events Table it is counted as a hit.
Hits can help determine your reporting environments overall usage.
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More To Come!
Questions?