This guide provides clear, step-by-step instructions for generating reports in Kipu. It is intended for routine use by associates, support staff, and clients who need to access and analyze system data efficiently.
1. Navigate to the Reports Section
Open your web browser and go to the Kipu Reports
2. Click on "Reports"
This will take you to the main reports dashboard.
3. Select "New Report"
Initiates the process to create a custom report.
4. Choose a Report Category
Click on "Clinical" or another appropriate report type depending on your needs.
5. Enter a Report Name
Click into the "Report Name" field and give your report a meaningful, descriptive name.
6. Configure Report Filters
Use the dropdown fields to define your report criteria.
7. Select a Start and End Date
Define the date range for your report to pull accurate data.
8. Add Any Additional Filters
Use the dropdowns to include further filtering
9. Submit the Configuration
After finalizing your selections, click "Submit" to proceed.
10. Add Desired Report Columns
Please add the specific columns you wish to include in your report. For example, you can select fields such as Address City or other location and demographic details to tailor the report to your needs.
11. Run the Report
Click "Run Report" to generate and view the final report.
Tip! Name your reports clearly so they can be easily searched and reused.
Save frequently used report filters for quicker access in the future.
Double-check your date ranges to ensure you're pulling accurate results.
If your report is blank, confirm that the correct filters and patient data exist for the timeframe selected.