System Reporting

TAGCPM includes comprehensive, integrated business intelligence tools that provide complete access, analysis, and display of case data. The available tools include the TAGCPM Reporting Engine and the TAGCPM Dashboard.

Report Features

TAGCPM provides robust reporting tools that extend beyond simple reporting. By leveraging the unique design of the TAGCPM application, the reporting engine provides the following functionality:

Report Scheduling

Reports can be run on-demand, at a future date, or set to recur based on any schedule. A configurable email notification can alert a person or group that the report is complete and attach the document to the email message.
The Report Scheduling Screen appears below:

 

Report Archive

The report archive displays the history of a selected report for each user. This feature provides quick access to previous reports, which is especially helpful for large reports.

 

Configurable Reports

Users can create new reports without assistance from IT.

 

A configuration page defines the report name, description, and category as well as images, sub- reports, or other report artifacts.

The configuration dynamically builds the display order, name, label, parameter type, and required fields.

 

The following parameters are available for all reports:

 

• Date Parameter – Standard date with date selection behavior
• Text Parameter – Standard text field
• Radio Group Parameter – Radio group with preset defined values
• Application Codes Parameter – Parameter types provide auto complete or select list capabilities

 

TAGCPM also includes a robust design tool for creating sophisticated visual layouts, images, sub-reports, cross-tabs, and much more.

 

These reports may be run the same as standard TAGCPM reports either on-demand, in the background, or as a scheduled recurring job. Security access for custom reports is defined using the same role-based security of TAGCPM.