Reporting

Related to Product: SectyrHub 340B

Applies to: System Users and Covered Entity Users. 

Description: This article explains how to pull reports within SectyrHub 340B. The information available to be accessed and downloaded in reports is based on a user's access level and permissions. Reports can be created for the various requirements and audits within SectyrHub and can be generated for one or more covered entities. 

Accessing the reporting section:

1. Click the reporting icon in your sidebar navigation.
2. The reports are organized by topic within the table of contents on the left. Click the tab for the section you would like to create a report for. From here, you will be able to define and create the report. 

Creating reports (Excel):

The majority of reports will be created in Excel format. Once these reports are defined and ran, they are stored and can be accessed in the Report History (bottom tab of the table of contents). 

1. Select the type of report from the dropdown.
2. Select the filters and elements that should be included in the report.
   • Filters refer to date ranges and statuses and will limit rows of data in the report. Example: Only show audits that fall between 01/01/2020 and 12/31/2021
   • Elements will limit what columns are included in the report. Example: Only show the sample count and number of incorrect samples.
3. Select covered entity(entities) to include in the report.
   
   • Pro tip! Utilize the filtering features on the column headers to narrow down to a subset of covered entities. 
4. Click the Run Report button. This will redirect you to the Report History tab to view and download the report. 
   • The report may show as pending as the data renders. Click the refresh button to update the status. 

Creating reports (Compliance Snapshot PDFs):

Compliance snapshot reports are available to view, customize and download for each requirement. They will not save to the Report History.

1. Select the type (Compliance snapshot) from the dropdown.
2. Select the filters and elements that should be included in the report.
3. Select covered entity(entities) to include in the report.
   
   • Pro tip! Utilize the filtering features on the column headers to narrow down to a subset of covered entities.
4. Click the View Report button. A preview of the report will display.
   
   • The compliance snapshot reports include varying levels of detail for a single covered entity vs more than one covered entity. 
   • Within the preview, you can tailor the report by switching the type of graph and turn off/on sections.
5. Click the Export to PDF button to download the report. 

© 2020 Sectyr, LLC. All Rights Reserved. No part of the materials available through this site may be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine-readable form, in whole or in part, without prior written consent of Sectyr, LLC. Any other reproduction in any form without the permission of Sectyr, LLC is prohibited. All materials contained on this site are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published or broadcast without the prior written permission of Sectyr, LLC.