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Page 1 of 17 Running a Report in SPARRA Online A Guide for Consumer Users Version 4.0 Health and Social Care, ISD May 2016
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Running a Report in SPARRA Online
A Guide for Consumer Users
Version 4.0
Health and Social Care, ISD
May 2016
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Contents:
Logging On ............................................................................................................................................. 3
Navigating to a Report .......................................................................................................................... 4
Running a Report .................................................................................................................................. 7
Saving a Report ................................................................................................................................... 10
Printing a Report ................................................................................................................................. 14
Closing the Report and Logging Off ................................................................................................. 16
Further Help ......................................................................................................................................... 17
PC Specification
SPARRA Online is a web-based system so there is no requirement for additional software
or set up in order to run SPARRA Online on your personal computer other than Internet
Explorer (version 8 or later). There is, however, a minimum specification that needs to be
met in order for the system to function correctly. Most computers running Windows XP will
be able to open SPARRA Online however you may have to alter some of your Internet
Explorer settings. If you have any questions about the compatibility of your PC or the
Internet Explorer setting required, please email our helpline on [email protected] and
we can send you a list of PC requirements.
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Logging On
1. To access SPARRA Online, open Internet Explorer and type the following URL into the
address bar:
https://www.bo.scot.nhs.uk/BOE/BI
2. Enter your username and password and ensure that the Authentication is set to LDAP.
Please ensure that your username and password are kept secure and are for your own personal use only.
Figure 1
1. Type your username into this field
2. Type your Password into this field
3. Click on the
Down arrow
4. Select LDAP by clicking on it
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4. Click on the Log On button.
Figure 2
Navigating to a Report
1. Once you have logged in, Web Intelligence will launch and you will see a screen with your
recently viewed and recently run documents. To navigate to the SPARRA standard reports firstly click on Document Tab then:
Expand Folders by clicking on the tab on the bottom left Expand Public Folders by clicking on the Expand Scotland by clicking on the Expand NHS by clicking on the Expand SPARRA by clicking on the
Click on
Log On
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The screen should now look as follows with the SPARRA folders visible.
Figure 3
Click on Folders to
expand
Click on Documents Tab
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2. Now select the Standard Reports folder within SPARRA.
Figure 4
3. You will now see the contents of the Standard Reports folder in the Workspace Panel, as shown below.
Figure 5
Click on Standard
Reports
Contents of the Standard Reports folder
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Running a Report
1. The 3 reports of interest are: a. CSV Report for Boards (for Healthboards who disseminate lists). b. CSV Report for CHPs. c. QOF QP006 (for GP practices to run their lists).
2. In this example we will run the QOF QP006, but the same steps and procedures are
used to run any report.
3. The first step is to Open the report. To do this, double-click on the document name, in this example, QOF QP006.
Figure 6
4. When the document opens (please note that this may take a few moments) a dialogue box will appear which contains a number of prompts. These prompts allow you to filter on the patients in your GP practice and set an upper limit for the SPARRA score (the lower limit is set to 20% by default).
The options are (for the 3 reports above):
5 digit GP Practice code – GPs enter their practice number. (QOF QP006 only)
Maximum Risk Score – This allows you to select an upper risk score for the patients you want to look at. Note that SPARRA Online contains details of patients with a risk score of 20% or higher (QOF QP006 only).
CHP – If you are a NHS Board user you can select patients from any CHP in your NHS Board area (CSV Report for CHPs only).
HB – This allows you to select patients from a particular Healthboard (CSV Report for Boards only).
Double Click on QOF QP006 to open the document
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5. So to search for patients in practice 12097 (use your own practice code) with a maximum risk score of 60:
Enter 12097 in the search line and click on the binocular icon. Figure 7
Click on the practice code then on the right arrow to enter the code
Figure 8
You can now click OK to run query and return your patient list. If you want to change the maximum risk score default from 60 follow the steps below
Enter practice code & click on icon
Click on practice code then on right arrow to select GP practice.
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Click on SPARRA risk score prompt, enter the new upper limit in the box and click the right arrow to replace the default
Click OK to run query Figure 9
You will only see details of patients for the area you have access to in the report
Please note:
It is not possible to run the report until you have entered your GP practice code (you will notice that the OK button is not activated when you first open the report). A red arrow to the left of a prompt indicates that values have still to be selected for this prompt - this will change to a green tick once the values have been selected.
You may have to click on the Refresh Values symbol in order to display a full list of values available for a prompt. Note that the CHP and GP practice prompts will display a list of all CHPs/GP practices in Scotland; however you will only be able to see data for the NHS Board/CHP/GP practice you have access to.
You can double click on values to select or deselect them instead of using the forward and backward arrow icons.
6. The report runs (this may take a couple of minutes) and opens on the Patient List Page.
To view the data, please click on the relevant report tab. The report contains the following tabs:
General Notes – provides general notes on the data and a description of the contents of each report tab.
Patient List – contains the patient’s SPARRA risk score, provides demographic information, and highlights Long-term Conditions (LTCs) as well as providing information around emergency admissions and additional clinical information.
Enter max risk score
Click OK
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Notes on Data Fields – provides notes on the specific data items contained in each report.
Saving a Report
1. There are two Save options, both of which are described here. 2. The first is saving the report within Business Objects.
a. First click the arrow in the Save icon and choose Save as.
Figure 10
1. Click on the
down arrow
2. Click on Save
as
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b. The Save Document window opens. By default the document retains the same name. You can change or amend the title, description and keywords to suit your own needs.
Figure 11
c. Next, select a folder into which you want to save the document. Note that it must be in the Favourites Folders area as you do not have permission to save to Public Folders. Favourites Folders is your own storage area. In this example we will create a new folder in the Favourites folder to save it to.
Figure 12
Click in the filename and rename if required
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d. To complete the save, click Save.
3. The second option for saving is to save the results to Microsoft Excel, PDF (Adobe
Reader), or .csv. In this example we will save it as an Excel File. a. First click on the arrow next to the Export Icon, then Export Document As, then on
Excel (the filetype is dependent on your version of Excel).
Figure 13
b. The File Download window appears – click on the Save option (to save to your download area) or the arrow next to Save to choose Save As (to choose your own location or Open option.
1. Click on Favourites Folder to expand
2. Click to create new folder, name and click ok. Then select that folder
1. Click down arrow next to export icon
2. Choose export document as
3. Click on Excel
(choose correct version based upon your version of excel)
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Figure 14
c. The Save As window appears – amend the file name as required and select the location to save it to. Once you have made these selections, click on Save.
Figure 15
d. You can now use this file like any other Microsoft Excel file. NB: Please note that when clicking on the Export Icon you can choose Export Document As (above example) to choose the entire document or you can select Export Current Report As to only export the actual tab you are on. So if you only need the patient list select that tab and run export current report as.
Click on arrow, choose Save
As
Click on Save
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Printing a Report
1. The first step is to click on the printer icon.
Figure 16
Click on the
Printer icon
Then click on
Open
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2. Adobe Reader Opens – click on the printer icon on the Adobe Reader toolbar.
Figure 17
4. The Print Window opens – you now make your selections and print the document in the
normal way.
Figure 18
Click on the
Printer icon
Click on OK
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Closing the Report and Logging Off
1. To close the report, click on the red or black cross on the tab. Then click on the Log Off
button
Figure 19
3. Finally, click the red or black cross at the top right of your screen to close Internet
Explorer.
Figure 20
Click on the Dark Blue Cross to
close the document
Click on the Log Out button
to securely Log Off
Click on the Red or Black Cross to
close Internet Explorer
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NB: Please note that when you initially open the report you can “pin” it to your view. This automatically means the report is “open” when you log into SPARRA online. You just have to select the tab.
Figure 21
Further Help
We hope that you have found this guide helpful. If you require any further assistance, or have any questions, please contact the ISD Datamarts Product Support helpdesk on 0131 275 7050, or by email at [email protected]. For more information about SPARRA please visit www.isdscotland.org/sparra.
Click to pin report to view
