Scheduled Portal

 

Portal reports provide information related to information received from the Medical Self-Service Portal. Portal reports in KEES include:

Report Name

 Description

Run Date

 Retention
Self-Assessment Activity Measures the volume of self-assessments completed    
SSP Incomplete Applications Measures the volume of SSP applications in progress    

 

To Access a Scheduled Portal Report:

  1. Select Reports from Global Navigation. The Local Navigation defaults to On Request and the Report Search page displays.

  2. Select Scheduled from Local Navigation. The Scheduled Report page displays.

  3. Select Portal from Task Navigation to display the list of available Data View reports and a description of each report.

  4. Click the report name hyperlink to access the report the user wants to view.  The Scheduled Report Detail page displays.

  5. The Scheduled Report Detail page fields are dynamic based on the name of the report selected in STEP 4. Enter all required information and any optional additional information to limit results. Click the Search button.

  6. The screen automatically loads and displays a descended list of Report Run Dates for the designated report.

  7. Click the Report Run Date hyperlink to access the report the user wants to view. The report displays in the pre-determined format of either Excel or CSV.

NOTE: CSV opens in Notepad. Excel is limited in the number of results it can contain.

  1. A window displays when the report is generated. The user can open the report locally, save the report, or cancel the file download.