Understanding Power Reporting Types (Article)

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There are two types of Power Reports: Analysis reports and Interactive reports. There are two formats for Analysis and Interactive reports: Pre-Built reports and Builders. Let’s explore these different report types and formats.

Reporting Types: Analysis vs. Interactive

There are two types of Power Reports: Analysis reports and Interactive reports. Let’s learn about the differences between these two report types and when you would use each one.

Analysis Reports

These reports are good for:

  • Viewing amounts, counts, and percentages
  • Visualizing data as charts and graphs

These reports are structured by rows, columns, and measures. There are also totals and subtotals.

Examples of Analysis Reports: Provider Production, Applied Collection, Insurance Utilization, Production Summary

Interactive Reports

These reports are good for:

  • Lists
  • Large data sets without calculations

These reports are structured by groups and columns. They can also have built-in prompts which filter the report.

Examples of Interactive Reports: Patients Not Recently Seen, Unscheduled Treatment, Missed Appointments

Reporting Formats: Pre-Built vs Builders

There are two formats of Analysis reports and Interactive reports: Pre-Built and Builders. Let’s look at the differences between these two formats and when you would use each one.

Pre-Built Reports

Builders

  • These reports can be used right away with little to no modification.
  • You can customize these reports by adding fields or filters, if needed.
  • You can save customized versions of these reports under a different name.
  • The original pre-built reports cannot be lost or deleted.
  • Example reports: Provider Production (Analysis), Patients not Recently Seen (Interactive)
  • These reports allow you to build a completely custom report from scratch.
  • Use a Builder only when a pre-built report won’t work for you.
  • You can save the custom reports that you build.
  • The original builder report will always be available for you to return to.
  • Example reports: Analysis Procedure Tracking Report Builder, Interactive Patient Report Builder