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Creating a new report in CPS

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ronmoses

(@ronmoses)

Posts: 158

Estimable Member

Topic starter

We are banging our heads against a wall trying to figure out how to create a new report in CPS12. GE won't even talk to us about anything relating to custom reports unless we give them money so we're hoping someone else can point us in the right direction.

We have a designer license, and we're logged into CPS12 on that server. Here's what we do...

1. Go to the Reports module.

2. Select the node we want to create the report under.

3. Click Design Mode.

4. Create a new report.

5. Enter a query for the report. Let's keep it very simple for this example, and assume that we don't have any prompts or parameters of any kind. We just enter a query that returns the first and last name of a specific patient based on PatientProfile.PId.

6. Save the report.

7. Switch to Report Mode and preview it, and get an error about the RPT file being corrupted.

There's a step we're missing, where we actually create the RPT and modify it in the designer component, but we have no idea how to do it, nor can we find any documentation on it. We're completely stumped, so if anyone can tell us what we're missing we'd be very grateful.

Posted : December 22, 2014 7:05 am

joeg1962

(@joeg1962)

Posts: 843

Noble Member

While I am on EMR version, I have seen the CPS version also.

If I remember correctly:

you can build Inquiries with rules within GE, but these are different from reports

reports are based on Crystal Reporting

thus, getting a report error makes some sense.

Do you have a standalone license and run-time for Crystal? You would write the report in Crystal, and then load it up through the System -Setup - Reports section of GE.

Does this make sense to you?

Posted : December 22, 2014 9:36 am

ronmoses

(@ronmoses)

Posts: 158

Estimable Member

Topic starter

This is on the PM side of CPS, not the Chart Inquiries/Reports. There's another section simply called Reports that embeds the report designs in the database. There is no separate RPT file, though you can import/export RPT files.

When you export one of these reports, and open that report in Crystal, the report data source is simply called "data" and appears to be based on the query that was entered. That's the thing we haven't figured out how to create. I absolutely know how to create an RPT file, that's no problem, but it won't have that "data" data source. It will have a table/view-based data source.

Posted : December 23, 2014 4:34 am

Scott Forest

(@sforest)

Posts: 527

Honorable Member

If you are looking in the reports section off the main dashboard, then yes, you need crystal reports to build your report. It links with Centricity and grabs all the terms.

Posted : December 23, 2014 6:02 am

ronmoses

(@ronmoses)

Posts: 158

Estimable Member

Topic starter

And we can create reports in Crystal, no problem. The difficulty comes when we need to link that into a patient selection control, for example. As far as we know, you have to specify that in the query box. But if you've created the report outside of CPS, the query is built into the report. Everything we've tried results in errors.

We're going to get some training from GE on this. Sometimes you just have to bite the bullet and pay up.

Posted : December 23, 2014 6:50 am

Jonathan

(@jonschultziddc)

Posts: 26

Eminent Member

On the PM side it's easier to use the built-in Crystal Reports and not use the standalone Crystal Reports application.

You will need to run CPS 12 ServerSetup > Advanced Setup Options > Licensing and specify which computer is licensed for Crystal Reports.

From the licensed computer you can switch to design mode (toolbar), create a new report (or copy an existing report), then right-click on the report and select Design Layout.

Posted : December 23, 2014 5:16 pm

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