Navigating Search and Reports

To access Search and Reports:

1. From the Vision 3 front screen, select the Reporting tab.

2. Select Search and Reports and the Search and Reports screen displays:

   

   The Search and Reports screen consists of the following sections:

   • Toolbar - Select from the available options to create new searches and reports:

     

   • Left-hand pane - Lists the reports types available:

     

     • Select a green header to expand the options.

     • Select a symbol to create a new search of the selected type, for example to create a new Carer report.

     • If any searches or reports of this type have been saved, they display. Select the symbol alongside it to run again.

   • Right-hand panes:

     • Search Batches - A batch is a group of searches brought together to make them easier to find and/or to schedule to run, usually on a regular basis, for example monthly reports. You can view, add and maintain batches from here.

       See Creating Search Folders / Batches for details.

     • Scheduled Searches - You can view, add and maintain scheduled batches from here.

       See Scheduling a Batch of Reports for details.
     • Import and Export - You can import and export searches from here. Searches can be imported from Predefined Searches, your CCG / Health Board or other Vision 3 practices.
       See Download Searches for details.