Qualifying the Report with Search Terms

The nurse asks Sally to change the report to only children that she needs to keep an eye on. She want the report for children who have any of the following fields checked:

  • Requires special accommodations
  • Medical concerns
  • Daily medication required

We return to the custom report record, and select the link to add search terms:

Qualifying the Report

We select the field we will use to qualify the report:

Qualifying the Report

Next we select the value of the field for our report:

Qualifying the Report

We are returned to the custom report record. We continue the process to add the additional qualifiers:

Qualifying the Report

We select our second search term:

Qualifying the Report

... and set the search term value:

Qualifying the Report

Finally we add our last search term:

Qualifying the Report

... and select our field:

Qualifying the Report

... and set it's value:

Qualifying the Report

Let's run the report with these new qualifiers:

Qualifying the Report

We see that the report is now limited to children who have been flagged with either "Requires special accommodations" or "Medical concerns" or "Daily medication required":

Qualifying the Report

Qualifying the Report