Adding Additional Columns to Workforce Compliance Reports in Report Builder | Community

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Introduction

Once you have built a Report using the Report Builder you can add additional columns to the report results table to show the exact information you need to capture.

Adding a pre-set column

There are a number of pre-set columns that you can choose from and add to your report.

Select the three-line menu icon from the right-hand corner of your results table.

Three-line menu.

This will then reveal a list of available options for you to select. Simply select or deselect to add or remove columns and the results table will automatically update:

Adding and removing columns.

Adding Other Additional Columns

In addition to the pre-set columns available, you can also add other additional columns, specific to your workforce compliance requirements.

To add a column, select Add additional fields to results button above the results table.

Add additional fields to results.

Workforce Compliance Reports

If your report is a Workforce Compliance Report, upon clicking Add additional fields to results you will be presented with the option to pull through either Workflow information or Requirement details.

Additional fields drop-down.

Requirement Details

Upon selecting Requirement Details, you are presented with a list of all the Compliance Requirements in your system. Select the Requirement you would like to add as a column to your report.

List of requirements.

Finally, select whether you would like to pull through the Status, the Next due date or the Last completed date and click Add column. You can add multiple columns as required.

Requirement fields.

The results table will update automatically and display the relevant information for the selected requirements (if a cell is blank, then the requirement has not been assigned to that user).

Columns showing on report.

Workflow

Upon selecting Workflow from the Additional Columns options, you are presented with a list of all the different forms that sit in a workflow behind your Compliance Requirements. These are the forms that would appear under Steps section when you view a Requirement.

Select the workflow step that you would like to add as a column to your report.

Workflow steps.

Finally, select the field from your chosen step that you would like to pull into the report and click Add column.

The options in this drop down will be the different questions/fields asked in the form itself when a user is completing it, along with the standard information captured such as completed date. The fields prefixed with the -- symbol, e.g., "--Assigned to", "--Due date" and "--Completion date" are standard information that is captured by Radar Healthcare.

The report will update automatically.

FAQs

Compliance status for a user showing as ‘Not Applicable’ but showing as Pending, Overdue or Compliance on their record.

If a user has been End Dated their record will remain available to view but their compliance status in Report Builder will change to Not Applicable. If the user in question is not End Dated, please contact our Support Team.