About SchemeServe Reporting
SchemeServe has an advanced system for building reports using the data stored in its' database. One of the main issues with many other insurance systems is the time that it takes to deliver such reports. SchemeServe has been designed to facilitate rapid report building so that you can eliminate the wait associated with other systems.
This section of the SchemeServe guide takes you through the basic reports and into developing your own reports. To get the most from this section it is highly recommended that you read through each component in order. To help with this we have labelled each section with a number in the “see also” section.
You can report on anything that you collect data on in SchemeServe. One of the best reasons to create memorable names for data fields, questions, etc. is that when it comes to reporting it is easier to identify which ones to use in your reports. “Field1”, “Field2”, “QuestionA”, “QuestionB”, etc. aren't easy to report on at a later date without reviewing each one in detail before you begin compiling your reports.
Reports can be used outside of SchemeServe as well as viewed inside the system. These are generated in CSV (Comma Separated Variable) file format for use in all major spreadsheet packages such as Excel, OpenOffice, and in text editors such as Notepad++. You can also import a CSV file into most other database packages for further analysis.
- About SchemeServe Reporting
- Understanding and Using the Graphical Charts
- Listing SchemeServe Reports
- Copying an Existing Report
- Editing an Existing Report
- Creating a New Report
- Setting Conditions in a Report
- Columns in SchemeServe Reports
- Formula Columns
- Printing and Running Reports
- Exporting Reports
- Reviewing Case Data from Reports
- Deleting Reports