Running Reports With the Bariatric Office Database

From the REPORT Tab

Click on the menu item Reports at the top of the main screen:

The drop down list shows all Pre-designed reports that are available. Click on a Report Name and the report will run

Using Crystal Reports

Basic Introduction to Crystal Reports

**** For full understanding of Crystal Reports, please read the accompanying manual ****

Crystal Reports is a Sequel Server based reporting system that links directly to the Bariatric Office Database after installation of the optional ODBC driver. The link allows rapid preparation of reports based on entered data. To open the program, Click on the following Icon on the screen:

The following screen will appear:

Click on FILE then OPEN to open already programmed reports.

To generate a new report:

Click on FILE then NEW to develop a new report. The following screen appears:

Click on “As a Blank Report” and then on “OK”. The following screen will appear:

Click on “Office”. The following screen will appear:

Select the database of interest in your report - in this example "OR_Data". Once selected it will appear on the right hand side.

Click on “Finish”. The following screen will appear:

Expand the “Field Explorer ” on the right by clicking on the + box. The following appears:

Click on "Design" on the left side and you are ready to begin your data analysis:

From this list of data fields, you can drag and drop fields that you wish to appear in your report over to the line called “Details”. As you drag the header will automatically fill in. If you wish to change the name of the column, double click on the header name and then edit it. If you wish to change the width of the column, click and drag one of the ends of the box.

Once all the fields have been placed in the report, you next must SELECT the patients you want to use AND how you want to SORT them.

To SELECT the records, click on the SELECT icon – the hand with two balls dangling from it:

Select the first field to be used in the selection process - such as "Date_of_Surgery" and use the drop down box to select "between" and enter the dates of interest - in this case from 1/1/07 to 12/1/07. Click on OK.

Repeat for all fields desired.

For example, here is a composite selection criteria for a report already done:

After all SELECTION criteria have been entered, Click on OK to proceed.

Next you may SORT by a field, like LASTNAME or DATE OF VISIT. To do this click on the SORT Icon next to the SELECT Icon – looks like “A-Z”. The following screen shows some sorting for a completed program:

Simply select those fields from the left hand box and move them to the right.

Once all SELECT and SORT actions have been done, the program can be run by clicking on the refresh icon at the top