Data List is the foundational report type of any project and allows you to create rows of data where each column represents a different feature. You can create a data list report from the “New” dropdown at the top of the project report list.

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From here, you can choose a base type which will represent the unit of each row of the report table. For example, if the base type is “Patient” then each row will be a different patient. Note, if you choose a base type other than patient, then if patients have more than one item of that type, then they can have data on multiple rows.

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After selecting a base type, you can choose a default report inclusion filter and feature list. From the dropdowns, you can select to copy either of these from another report.

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After saving, you can view the list of features and the report inclusion filter and click “Edit” to modify it.

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Once you are ready, you can click “Open Report” to see the report data alongside the report configuration.

Open reports can be narrowed by time at the top. Times can be just one year, month, and/or date to include all data in that period, or you can indicate a time range by separating two dates by “to” such as “1/2020 to 1/2022”. Shortcuts can also be used such as “today” or shifts such as “2020 + 2y” which changes to “2022” when you click enter. Shifts have the format “+/- # d/m/y” and can be shifted by day, month, or year. For example, writing “today - 2y to today + 2y” and clicking enter, will change to “1/1/2023 to 1/1/2027” for example if done on 1/1/2024.

Open reports can be expanded on the left, and downloaded in multiple formats on the right, including Excel, CSV, and JSON.

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