Reporting

Welcome to the Reporting Training Materials Page for Portfolio Epic! This page includes TipSheets, Guides, Videos and other training materials for all Reporting roles.

TipSheets

• Use the keystroke combination "Ctrl + F" to search for tip sheets by title, role or topic.
• Please familiarize yourself with content covered in the "All Reporting Roles" section before navigating to your specific role.
• If you do not see your specific role/topic listed here and there is a topic you would like to know more about, please contact your unit Super User or Credentialed Trainer.

• Analytics Catalog Is More Organized
• Check Out Your Saved Report Runs in the Analytics Catalog - All Reporting Workbench Users - UMMS (May 2022)
• Configure Parameters Directly from a Dashboard - EPIC Report Users - UMMS (November 2022) New
• Export Result to Encrypted Files - All Reporting Workbench Users- UMMS (May 2022)
• Grouped Summary Details in a Drilldown Report
• Manage Expired Results from a Report Listing Component
• Manually Add Certain Health Maintenance Topics to an Existing Care Gap - Clinical Users - UMMS (November 2022) New
• More Options Report Listing Components Results - EPIC Report Users - UMMS (November 2022) New
• New Report Model Wizard from the Analytics Catalog - EPIC Report Users - UMMS (November 2022) New
• Organize Workbench Content in Analytics - EPIC Report Users (November 2022) New
• Personalize Link Components - EPIC Report Users (November 2022) New
• Reclassification of Payments and Adjustments - Anyone running Transaction reports for Payments or Adjustments - UMMS (November 2022) New
• Save Reporting Workbench Report Results from Report Listing Components - All Reporting Workbench Users- UMMS (May 2022) 
• Save Some Time Loading You Catalog - EPIC Report Users - UMMS (November 2022) New
• Select Adjacent Rows with the Same Value in Cross-tab View -- All Reporting Workbench Users- UMMS (May 2022) 
• Share the Dashboards You Create - EPIC Report Users - UMMS (November 2022) New
• Sort Out the Analytics Catalog - EPIC Report Users - UMMS (November 2022) New
• View Completed Report Results on a Report Listing Component - EPIC Report users - UMMS (November 2022) New