Summary Reports


As soon as you create your project, you have access to the Project Summary report. It is accessed by right-clicking the project name and selecting View Project Summary. To exit the summary report, click OK.

As you add metadata, data elements, or rules to your project, your project summary report expands to include these sections:

  • Project Summary
  • Metadata (a subheading under the Project Summary)
  • Data Element Summary for each data element
  • Source Data Identifier Summary for each data identifier (a subheading under the Data Element Summary)
  • Rule Summary for each rule
  • Rule Action Summary for each rule action (a subheading under the Rule Summary)
  • Composite Summary for each composite field definition
  • Structure Parts for each composite (a subheading under the Composite Summary)

To print a project summary report, open it and click the Print button.

In addition to the complete project summary report, you can access reports for individual data elements, rules, composites, and composite data items. To see a summary of a specific data element, select the Data Elements tab, the desired data element and click Summary. To see a summary of a specific rule, click the Rules tab, the desired rule, and click Summary. To see a summary of a specific composite, select the Composites tab, the desired composite, and click Summary. To see a summary of a specific composite data item, select the Composites tab, the desired composite data item, and click Summary. To exit the summary report, click OK, or click Print to print the report.

 

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