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Run the Resource Details Report

Accessed through the Report menu, Resource Reports list the reports you have rights to view, such as the Resource Details and Incoming Patient Notification Details reports.

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To access the Resource Details report, you must have the Setup Region Information right enabled. Then, all resources for which you have the Run Reports right are available and you can choose which ones to include in the report. After selecting resources, the status types you are authorized to view that are associated with those resources are available on the next tab. After selecting status types, the report is generated and automatically downloaded in Microsoft® Excel® format.

You may also be able to access and generate a report about incoming patient notifications. Refer to the Incoming Patient Notification report for details.

To run the Resource Details report
  1. Point to Report and in the menu, click Resource Reports. The Resource Reports Menu opens.

  2. In the Menu Option column, select Resource Details. The Resource Detail Report page opens.

  3. In the Resources tab, select the check boxes for every resource you want to include.

Tip: You can filter the list by selecting a resource group, status (active or inactive), resource type, or entering part of the name, and clicking Search. Also, you can reorder the slit of resources by clicking any column header.

  1. At the top, click the Status Types tab or at the bottom click Next.

  2. On the Status Types tab, select the check boxes for the status types you want to include.

  3. Click Generate Report. The file is downloaded according to your browser settings.

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