Article: Rotation Data Report

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Rotation Data Report
Member Types:

The Rotation Data Report is a custom report based on the selected member type.

Step 1:

Click the "Reporting" tab from your home page to access the reporting dashboard.

reporting tab on home page

Step 2:

On the reporting dashboard, locate the "Rotation Data" report under the "Rotation" tab. Click "Run Report."

rotation data report tile in reporting dashboard.

Step 3:

Display Options

Select the "Member Type(s)" and "Rotation Program(s)" you would like to include. Click the "Generate Custom Fields" button to access any custom fields your organization uses. These custom fields can then be included in the final report.

display options and generates custom fields button.

Step 4:

Rotation Options

Select any of the optional rotation filters to narrow the report's results.

Load Partner Requirements

Clicking this button will allow you to select a partner's requirements to load, allowing you to choose those fields.

rotation options and load partner requirements button.

Step 5:

Field Selections

Choose any fields listed on the left under "Available" to include in the report. Click, or drag and drop these fields to the right so they are listed under "Chosen."

available fields and chosen fields.

Step 6:

Once you select your options and fields, click the "Run Report" button.

run report button.

NOTE: Please let the results fully load before sorting or exporting.

A rotation is a scheduled clinical experience.

A rotation is a scheduled clinical experience.

A rotation is a scheduled clinical experience.

A rotation is a scheduled clinical experience.

A custom field is part of the profile displaying customized fields from an entity.

A rotation is a scheduled clinical experience.

A rotation is a scheduled clinical experience.

A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.

A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.

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