Lead Training 006
Overview
Resources for training.
Topics Covered
Reports Widget
Reviewing reports
Generating reports
Exporting reports
Video
Script
Following is a script for the attached video.
Preamble: Welcome to the IHTSDO map tool video tutorials. This lead training video covers the report widget.
Open a browser and direct it to the landing page for the application
Log in as a lead user (dmo)
RESULT: the glass pane comes up for a bit and takes the user to the main dashboard for dmo
Select the focus project SNOMED to ICD10
Scroll down to the Reports widget
Show the report choices in the pick-list
Select 'Workflow status in release' from the pick-list
Click the 'Generate' button to create a new report
RESULTS: new report with current date is displayed below the pick-list
Click on the name link of the new report.
RESULTS: new report is displayed on the right side panel of the widget
Click the '+' links to expand to show the report results.
Click the '-' links to collapse the report results.
Click the 'Export' button to export the results to an excel spreadsheet
Click the 'Reset' button to remove the filtering
Point out that some reports are auto-generated.
Explain how diff reports differ from point-in-time reports
If possible, display or demo creating a 'Weekly Specialist Productivity Report'.
References/Links
n/a
Copyright © 2025, SNOMED International