This document will illustrate how to run a census dump report. Once logged in to the system, the User should click the Bar Graph in the top Right Corner and then Click Create Report. 
 

1. Highlight Census and Click Select.
   
   
    
2. The Census Report Module will open. Complete the screen as shown below.
3. Type the Report Description to match how the user would like the report to read.
4. Check the box for the desired Business Unit. (Some facilities will only have one)
5. The Report can be based on Census Dates, Admit Dates, Discharge Date, or Last updated.
   
   
    
6. Enter the Desired Date in the Date Range box.
   
   
    
7. Click Select Filter to filter the Report by specific Levels of Care, Programs or Service Facilities. Be sure to Click Apply before closing the filter.
   • Note: If the report should contain All Patients, then the filter is not necessary.
     
     
      
8. The Census Report has the following options for Report Type Format:
   • Web report- This report will give the user information regarding the patients that can not be edited of changed and will open an a Web Window.
   • Excel Dump - This report displays patient information in a set layout in an CSV file which opens in the user’s default program (most commonly Excel). If the user clicks the Excel dump the User must check a box for the desire dump type Example: Clinical Details, Financial Details and Room & Board Charge Reconciliation. The user can also uncheck any that are not needed in the report.
     • Extract - This report allows the user to customize the report, allowing which data the user wants to see in which order (Columns). The Extract is also a CSV file which opens in the user’s default program. (Most commonly Excel.)
     • PDF - This report displays patient information in a set layout in a PDF format.
       
       
        
9. Fill the appropriate fields and click Run Report.
10. To schedule the report to run at a different time click Run Now to schedule when the report should run.
    
    
     
11. The report will run in the background so the user can close the processing box. 
12. If the user decides to wait for the report to process the window will populate like the box below.
13. Click the link and the report will open in the Report type the user chose.
    
    
     
14. The system will notify when processing is complete with an indicator on the bar graph link should the user decide to close out the processing box before the report finishes. 
    1. Go to the Right-hand corner and click the bar graph.
    2. Click the Title to open the report. (It will be underlined)