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How to Run the Healthcare Configurable Report

Create customized healthcare reports in SCOUT by selecting the geographies, report structure, and data fields that are most relevant to your analysis.

Written by Maddie Wolfe

Outputs Available: CSV, PDF

Overview

The Healthcare Configurable Report gives you control over the information included in your report and how that information is presented. Use it to create customized versions of familiar SCOUT healthcare reports, including Insurance Estimates, Demand Forecast, Facilities, and Providers.

When creating a Configurable Report, you can select the geography you want to analyze, determine how multiple geographies are organized, and choose the specific data fields included in the final report.

Create a Geography for the Report

Before running a Configurable Report, identify the geography you want to analyze. Your report can be based on geography types such as:

  • Drive times

  • Mile rings

  • Boundary layers

  • Areas created using the Ruler tool

  • Territories

To create a drive time or mile ring:

  • Locate the appropriate area or location on the map.

  • Right-click the location.

  • Select "Add Drive Time/Ring".

    • (See Figure 1)

    • Figure 1

  • Configure the drive time or ring based on the area you want to analyze.

    • (See Figure 2)

    • Figure 2

Create a Report

Once your geography is ready:

  • Right-click within the geography.

  • Select "Create Report".

    • (See Figure 3)

    • Figure 3

The report selection panel opens on the right side of the screen.

  • Select "Configurable Report".

    • (See Figure 4)

    • Figure 4

Configure the Report Name and Geographies

After selecting the Configurable Report, you can adjust the report name before continuing. If your report includes multiple geographies, you can also rename or reorder the geographies to control how they are identified and organized in the report.

  • Update the report name, if needed.

  • Rename or reorder the selected geographies, if applicable.

  • Select "Continue".

    • (See Figure 5)

    • Figure 5

Choose the Report Output

Next, choose how SCOUT should organize the selected geographies.

The available options are:

  • Separate — Creates a separate report for each selected geography.

  • Compare — Displays the selected geographies together so you can compare data across each area.

  • Combine — Combines the selected geographies into a single report.

Note: Separate Report is selected by default.

Select the option that best fits your analysis, then continue to the next step.

  • (See Figure 6)

  • Figure 6

Choose How to Build the Report

Next, choose how you want to populate the report. You can select:

  • Start With An Empty Report — Begin with a blank report and build it using the data fields you need.

  • My Template — Start with one of your previously saved report templates.

  • Customize — Select the specific data fields you want to include in the report.

    • (See Figure 7)

    • Figure 7

Customize the Report

If you select Customize, choose the data fields you want to include before running the report.

  • Locate the data field you want to add.

  • Select the checkbox next to the field to include it.

  • Select the arrow next to a data field to view its available subcategories.

  • Continue selecting fields until the report contains the information you need.

  • Select "Run Report".

    • (See Figure 8)

    • Figure 8

View the Completed Report

SCOUT will process the report after you submit it.

Once processing is complete:

  • Navigate to the Reports section.

  • Locate the completed Configurable Report.

  • Select "View Report".

You can review the report and make additional customizations after it has been generated.

Add Healthcare Data to the Report

After opening the completed report, you can add additional healthcare-specific data using the customization options.

  • Select "Customize" in the upper-right corner of the report.

  • Locate the Healthcare Data section.

  • Select the healthcare data fields you want to include.

  • Make any additional adjustments to the report as needed.

  • Select "Save" to apply your changes.

    • (See Figure 9)

    • Figure 9

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