Introduction to
Online Reporting
for Web Analysts
Prepared By: Prescription Solutions
Last Updated: August 12, 2011
Table of Contents
Preface............................................................................................................................... 5
Course Description............................................................................................5
Who Should Take This Course..........................................................................5
Follow-Up Courses............................................................................................5
Course Objectives .............................................................................................5
About the Course Materials ...............................................................................6
Content Descriptions .....................................................................................6
Learning Objectives .......................................................................................6
Lessons .........................................................................................................6
Opportunities for Practice ..............................................................................7
Typographical Standards ...............................................................................7
Introduction t o Pharmacy Analytics / Claims Reporting using Online Reporting
Business Intelligence ....................................................................................................... 9
Lesson Description..........................................................................................10
Lesson Objectives ...........................................................................................10
Online Reporting Business Intelligence Architecture.......................................11
Source Systems...........................................................................................12
Data Warehouse..........................................................................................12
ETL Process ................................................................................................13
Metadata Database .....................................................................................13
Introduction to Online Reporting Reporting Terminology.................................14
Reports ........................................................................................................14
What elements make up a Report? .............................................................15
Time Selection .............................................................................................15
Client Selection............................................................................................16
Attributes .....................................................................................................17
Metrics .........................................................................................................18
What are hierarchies and prompts?.............................................................19
Hierarchies...................................................................................................19
Hierarchies and Browsing Data ...................................................................20
Prompts .......................................................................................................20
Lesson Summary ............................................................................................22
Using the Online Reporting Interface.......................................................................... 23
Lesson Description..........................................................................................24
Lesson Objectives ...........................................................................................24
Introduction to the Online Reporting Interface.................................................25
Versions of Online Reporting .......................................................................25
Overview of the Online Reporting Interface .................................................26
Accessing a Online Reporting Project .........................................................26
Home Page..................................................................................................27
Login Page...................................................................................................28
Project Home Page......................................................................................29
Using the Navigation Toolbar.......................................................................30
Browsing Objects.........................................................................................33
Using the Search Function ..........................................................................35
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Basic Search................................................................................................35
Setting Preferences .....................................................................................38
Using Online Help........................................................................................39
Executing Reports ...........................................................................................40
Executing Prompted Reports .......................................................................41
Using Prompts in Reports ...............................................................................43
Setting Display Options for Prompts ............................................................46
Executing Prompted Reports .......................................................................48
Reprompting Reports...................................................................................50
Interacting with Prompts ..............................................................................51
Exercises.........................................................................................................55
Using the Online Reporting Interface Overview ...........................................55
Use the Online Reporting Interface..............................................................57
Access the Pharmacy Analytics / Claims Reporting Training Project ..........57
Explore the Online Reporting Interface........................................................58
Run a Prompted Report ...............................................................................60
RePrompt a Report......................................................................................62
Lesson Summary ............................................................................................64
Basic Report Analysis in Online Reporting ................................................................ 65
Lesson Description..........................................................................................66
Lesson Objectives ...........................................................................................66
Basic Report Manipulations.............................................................................67
Accessing Functions....................................................................................67
Switching Report Views ...............................................................................69
Using Full Screen Mode in Reports .............................................................73
Using Go to Another Page (Incremental Fetch) ...........................................74
Viewing the Page-By Axis for Reports .........................................................75
Sorting Report Data .....................................................................................77
Using Simple Drilling on Reports .................................................................79
Undoing and Redoing Changes to Reports .................................................89
Printing Reports ...........................................................................................90
Exporting Reports to Other Formats ............................................................96
Exercises.......................................................................................................100
Switch Views of a Report ...........................................................................100
Sort and Drill on a Report ..........................................................................103
Export a Report to Excel ............................................................................107
Explore Additional Report Manipulations - Part I .......................................110
Lesson Summary ..........................................................................................112
Advanced Reporting Analysis in Online Reporting................................................. 113
Lesson Description........................................................................................114
Lesson Objectives .........................................................................................114
Advanced Report Manipulations....................................................................115
Renaming and Editing Report Objects.......................................................115
Pivoting Report Data..................................................................................117
Swapping the Rows and Columns of Reports............................................120
Performing Advanced Drilling on Reports..................................................121
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Filtering on Selections in Reports ..............................................................125
Saving Reports ..........................................................................................127
Adding Reports to the History List .............................................................130
Exercises.......................................................................................................131
Manipulate and Save a Report ..................................................................131
Pivot and Drill on a Report .........................................................................135
Lesson Summary ..........................................................................................140
Basic Report Creation in Online Reporting using Report Builders....................... 141
Lesson Description........................................................................................142
Lesson Objectives .........................................................................................142
Creating Reports using Report Builders ........................................................143
What are the four types of Report Builders used to create reports? ..........143
Prompts within the Report Builder .............................................................145
Time Selection...............................................................................................145
Client Selection .............................................................................................147
Attribute Selection .........................................................................................150
Metric Selection.............................................................................................150
Metric Qualification........................................................................................151
Select Additional Criteria ...............................................................................151
Exercises.......................................................................................................154
Create a Report Using the Report Builder .................................................154
Lesson Summary ..........................................................................................158
Attribute and Metric Definitions .................................................................................. 159
Appendix Description ....................................................................................160
Appendix A – Attribute Definitions .................................................................160
Appendix B – Attribute Inclusion Matrix.........................................................170
Appendix C – Metric Definitions ....................................................................178
Appendix D – Metric Inclusion Matrix ............................................................183
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Preface
Course Description
This 1-day course provides an introduction to the functionality used for report analysis
in Online Reporting. This course focuses on the report manipulation functionality
available to Online Reporting Reporter and Analyst end-users. The topics covered in
this course include:

Introduction to Online Reporting Business Intelligence

Using the Online Reporting interface

Basic report analysis in Online Reporting

Basic report creation in Online Reporting
Who Should Take This Course
This course is designed for Online Reporting users in the Web Analyst role.
Follow-Up Courses
After taking this course, you might consider taking the following courses:

Advanced Online Reporting for Analysts
Course Objectives
After completing this course, you will be able to:

Describe the Online Reporting business intelligence architecture and define
basic Online Reporting reporting terminology.

Navigate the Online Reporting interface to perform basic functions, including
browsing and searching for objects and executing static and prompted reports
and documents.

Perform basic analysis on reports in Online Reporting, including executing
simple manipulations on reports and making simple formatting changes to
reports.

Create your own reports in Online Reporting using predesigned reports.
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About the Course Materials
This course is organized into lessons and reference appendices. Each lesson
focuses on major concepts and skills that help you to better understand Online
Reporting products and use them to implement Online Reporting projects. The
appendices provide you with supplemental information to enhance your knowledge of
Online Reporting products.
Content Descriptions
Each major section of this course begins with a Description heading. The Description
introduces you to the content contained in that section.
Learning Objectives
Learning objectives enable you to focus on the key knowledge and skills you should
obtain by successfully completing this course. Objectives are provided for you at the
following three levels:

Course—You will achieve these overall objectives by successfully completing
all the lessons in this course. The Course Objectives heading in this Preface
contains the list of course objectives.

Lesson—You will achieve these main objectives by successfully completing
all the topics in the lesson. You can find the primary lesson objectives directly
under the Lesson Objectives heading at the beginning of each lesson.

Main Topic—You will achieve this secondary objective by successfully
completing the main topic. The topic objective is stated at the beginning of the
topic text. You can find a list of all the topic objectives in each lesson under the
Lesson Objectives heading at the beginning of each lesson.
Lessons
Each lesson sequentially presents concepts and guides you with step-by-step
procedures. Illustrations, screen examples, bulleted text, notes, and definition tables
help you to achieve the learning objectives.
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Opportunities for Practice
A Workshop is a reinforcement and assessment activity that follows two or more
lessons. Because a Workshop covers content and applied skills presented in several
lessons, it is a separate section on the level of a lesson.
The following sections within lessons provide you with opportunities to reinforce
important concepts, practice new product and project skills, and monitor your own
progress in achieving the lesson and course objectives:

Review

Case Study

Business Scenario

Exercises
Typographical Standards
The following sections explain the font style changes, icons, and different types of
notes that you see in this course.
Actions
References to screen elements and keys that are the focus of actions are in bold
Arial font style. The following example shows this style:
Click Select Warehouse.
Code
References to code, formulas, or calculations within paragraphs are formatted in
regular Courier.New font style. The following example shows this style:
Sum(Sales)/Number of Months
Data Entry
References to literal data you must type in an exercise or procedure are in bold Arial
font style. References to data you type that could vary from user to user or system to
system are in bold italic Arial font style. The following example shows this style:
Type copy c:\filename d:\foldername\filename.
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Keyboard Keys
References to a keyboard key or shortcut keys are in uppercase letters in bold Arial
font style. The following example shows this style:
Press CTRL+B
New Terms
New terms to note are in regular italic font style. These terms are defined when they
are first encountered in the course. The following example shows this style:
The aggregation level is the level of calculation for the metric.
Notes and Warnings


A note icon indicates helpful information.
A warning icon calls your attention to very important information that you
should read before continuing the course.
Heading Icons
The following heading icons are used to indicate specific practice and review
sections:




— Precedes a Review section
— Precedes a Case Study
— Precedes a Business Scenario
— Precedes Exercises
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1
Introduction t o Online
Reporting using
Pharmacy Analytics /
Claims Reporting
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Lesson Description
This lesson introduces you to the basic components of Online Reporting business
intelligence architecture. It also describes key Online Reporting reporting terminology
so that you can better understand the objects you use while working in the Online
Reporting interface.
Lesson Objectives
After completing this lesson, you will be able to:
Describe the Online Reporting business intelligence architecture and define basic
Online Reporting reporting terminology.
After completing the topics in this lesson, you will be able to:

Define the components of an Online Reporting business intelligence
architecture.

Explain the purpose of reports. Define the objects used to create reports.
Describe how each of the basic Online Reporting objects are used in
reporting.
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Online Reporting Business Intelligence
Architecture
After completing this topic, you will be able to:
Define the components of Online Reporting business intelligence architecture.
Business intelligence systems enable you to analyze your business data so that you can
make better-informed decisions about your business. Business reporting needs range
from analyzing trends to performing forecasting, creating scorecards and dashboards,
and proactively delivering timely information to users both within and outside the
organization. From high-level queries to the most granular level of detail, a business
needs to be able to analyze itself at every level to facilitate its growth.
The following illustration displays the components of an Online Reporting business
intelligence architecture:
Online Reporting Business Intelligence Architecture
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This architecture has the following components:

Source systems

Data warehouse

ETL process

Metadata database

Online Reporting applications
The following sections describe each of these components.
Source Systems
Source systems store the data that is captured about your business. These systems
may be databases or mainframes, but they are optimized to process the recording of
data. Whatever information you need to know about your business from sales
transactions to inventory stocking to withdrawals or deposits, source systems collect and
store that data. Often, businesses have multiple source systems to store different types
of data.
For example, a bank offers many services to its customers, such as checking and
savings accounts, loans, and Automated Teller Machines (ATMs). A customer might
withdraw money from a checking account using an ATM. This transaction is recorded in
one source system. That same customer may decide to open a new money market
account, which requires interacting with a bank employee who enters the appropriate
information to open the account into a second source system. Finally, this customer may
decide to apply for an auto loan. A third source system may handle loan processing.
In this example, as the customer transacts business with the bank, information about
those transactions is recorded in different source systems, each of which is optimized to
process that specific type of data. If the bank wants a comprehensive view of all the
transactions it has with this customer, it needs to retrieve the information from each
source system and store it collectively to analyze the data.
Data Warehouse
The data warehouse is the repository for storing all of the information that you want to
analyze from disparate source systems. Just as source systems are designed to capture
data, a data warehouse is optimized for enabling users to report on and analyze data.
Data analysis involves manipulating records to calculate revenue and profit, determine
contributions, spot trends, forecast future growth, and so forth. A well-designed and
robust data warehouse lies at the heart of the business intelligence system. It enables
users to take advantage of the competitive edge that business intelligence provides.
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For example, an analyst for the bank could run reports to view customers’ portfolios and
look at their activity patterns for various accounts. Based on that analysis, the bank
could then devise strategies for marketing new products to those customers.
Currently, Online Reporting stores 13 rolling quarters of data in the data warehouse.
ETL Process
The extraction, transfer, and loading (ETL) process is the means by which data is
transferred from source systems and loaded into the data warehouse. Specifically, the
ETL process does the following:

Stores information about the structure and content of source systems and the
data warehouse

Correlates the source system structures and content to the structure and content
of the data warehouse

Provides information to the data extraction tools that physically execute the
transfer of data from source systems to the data warehouse
You perform the ETL process anytime you need to load new data into the data
warehouse.
Metadata Database
The Online Reporting metadata is a relational database that stores information about
Online Reporting objects and the structure and content of the data warehouse. It maps
Online Reporting objects to the corresponding data in the warehouse.
Whenever you run a report in an Online Reporting application, the metadata translates
your request for the information about the objects in that report to SQL queries that
retrieve the appropriate data from the tables in the warehouse and display the result set
for the report.
The metadata stores reports as well as all of the objects that are included in reports. It
also stores security and configuration information. It serves as a central repository for all
objects, which enables you to easily share objects across applications, whether you are
a developer building a report or an end-user executing that same report. You will learn
about the different types of objects later in this lesson.
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Introduction to Online Reporting
Terminology
After completing this topic, you will be able to:
Explain the purpose of reports. Define the three categories of Online Reporting objects.
Describe how each of the basic Online Reporting objects are used in reporting.
Before you begin learning about the specific functionality of Online Reporting, you need
to understand the basic objects that you will use in the reporting environment.
Reports
When you want to view data in Online Reporting, you execute either a report or
document. A report is a request for specific data that has a defined layout and format.
All of the information for a report can be predefined, or you may be able to choose part
or all of the content of a report. You can view report results either in grid or graph
format. The following image shows an example of a grid report:
Grid Report
This report displays the Rx Count – Last Instance for each NDC drug name.
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What elements make up a Report?

Time Selection

Client Selection

Attributes

Metrics
Time Selection
Time Selections are aligned with specifically what time periods you want your report to
be valid for. Every report will require a time selection. The time selections are
prescription filled and submitted date.
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Client Selection
Client Selections are attributes derived from the
hierarchy. These
attributes represent specific carriers, accounts and/or groups that you would like to
include as part of your report.
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Attributes
Attributes are the descriptive data in your warehouse that you want to be able to display
on a report. Ask yourself, what would I like to see as the report headers on my report?
Whether you want to view carriers, groups, plan codes or client, attributes enable you to
map to this data in your warehouse and then display it on reports. You can also use this
descriptive data to filter reports so that they only display specific carriers, accounts,
groups and so forth.
The following illustration shows an example of how attributes are used in reporting:
Attributes in Reporting
In the report above, NDC Drug Name is the only attribute that has been placed on the
report so you can display the corresponding data in the warehouse. The individual items
that display under each attribute header are referred to as attribute elements.
In addition to displaying descriptive data and filtering result sets, attributes play one
more important role in reports and documents. They define the level at which you view
calculations. For example, in this report, Rx Count – Last Instance are calculated for
each NDC Drug Name, which is the lowest-level attribute on the report.
As an Online Reporting user, you do not create attributes. However, they are an
essential part of displaying and filtering data on reports. When analyzing a report, you
may need to add or remove attributes or filter the data using specific attributes, so
understanding them is essential to manipulating reports and documents.
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Metrics
Metrics are the calculations that you place directly in reports.
The following illustration shows an example of how metrics are used in reporting:
Metrics in Reporting
In this report, you have one metric. The Rx Count – Last Instance metric sums
Rx Counts.
All reports that you run must contain one or more metrics.
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What are hierarchies and prompts?
Hierarchies
Hierarchies enable you to browse attribute data in a project. Generally, they group
together related data. For example, a Time hierarchy may enable you to browse the
Year, Quarter, Month, and Day attributes. You can also use hierarchies to drill from
one level of data to another on a report. For example, a report may display yearly
data, but through a hierarchy, you could drill down to the quarterly data for each year
on the report.
The following illustration shows an example of how hierarchies are used to drill
on reports:
Hierarchies and Drilling on Reports
In the report above, you can drill on Submitted Quarter (or any other attribute in the
report), and you see a list of attributes and hierarchies. The attributes that are displayed
(Submitted Month, Submitted Date, Submitted Year) are the related attributes that are
part of the same hierarchy as the Submitted Quarter attribute.
This is just one example of how you might use hierarchies in reporting. Online Reporting
offers users the ability to create reports that enable you to select their content when you
run them in Online Reporting. Whenever you have an option to select specific attribute
elements that you want to display on a report, hierarchies are what enable you to
browse the data and view those elements.
The following illustration shows an example of browsing a hierarchy to select the
information you want to display on a report:
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Hierarchies and Browsing Data
In this example, you can use the hierarchy to browse all of the different levels of time and
select the time periods you want to include in the report.
As an Online Reporting user, you do not create hierarchies. However, when working
with reports, you do use them to perform tasks such as drilling and browsing, so
understanding how to use them is important.
Prompts
Prompts are objects that enable users to select the information to be included in a report
or document at run time.
The following illustration shows prompts in a report filter:
Prompts in Reporting
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In this report, there is a prompt that enables the user to select report attributes. In this
example, the user selected Submitted Quarter and Account.
When you work with reports in Online Reporting, they may contain prompts that you
need to answer to display the final result set, so understanding how prompts function
within reports is essential. You will learn more about responding to prompts later in
this course.
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
Lesson Summary
In this lesson, you learned the following:

Business Intelligence systems enable you to analyze your business data so that
you can make better-informed decisions about your business.

The main components of a Online Reporting business intelligence architecture
are the following:




Source Systems
Data warehouse
ETL process
Metadata database

The elements that make up a report are time selection, client selection, attributes
and metrics.

A report is a request for specific data that has a defined layout and format.

Hierarchies enable you to browse attribute data in a project.

Prompts are objects that enable users to select the information to be included in
a report or document at run time.
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2
Using the Online Reporting
Interface
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Lesson Description
This lesson introduces you to the Online Reporting interface and describes the three
versions of Online Reporting. This course focuses specifically on Web Reporter and
Web Analyst privileges. It provides an overview of how the interface works and explains
how to navigate and perform basic functions within the interface.
You will learn how to access projects, browse objects, and use the search function to
find objects. You will also learn about executing prompted reports.
Lesson Objectives
After completing this lesson, you will be able to:
Navigate the Online Reporting interface to perform basic functions, including browsing
and searching for objects and executing prompted reports.
After completing the topics in this lesson, you will be able to:

Describe the three versions of Online Reporting, explain the features of the
Online Reporting interface, access an Online Reporting project, explain the
options available on the project home page, browse objects in a project, and
search for objects.

Define the primary uses of prompts in reports, navigate various display options
for prompts, and execute prompted reports.

The functionality covered in this lesson is available to Web Reporter, Web
Analyst, and Web Professional users. Web Professional users have additional
options available to them to which Web Reporter and Web Analyst users do not
have access. For information on functions that are only available to Web
Professional users, see the Online Reporting for Professionals course.
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Introduction to the Online Reporting
Interface
After completing this topic, you will be able to:
Describe the three versions of Online Reporting, explain the features of the Online
Reporting interface, access an Online Reporting project, explain the options available on
the project home page, browse objects in a project, and search for objects.
Versions of Online Reporting
Online Reporting is available in three versions that provide varying degrees of
functionality:

Web Reporter—This enterprise reporting version enables you to view predefined
reports and perform basic analysis and manipulations on reports.

Web Analyst—In addition to the Web Reporter functions, this robust version
enables you to create ad hoc reports based on predefined templates and perform
extensive analysis and manipulations on reports.

Web Professional—In addition to the Web Reporter and Web Analyst functions,
this full-featured version enables you to perform sophisticated report and
document design. You can create ad hoc reports and documents, modify
predefined reports (if you have the appropriate permissions), apply custom
formatting, and create templates and filters for use in multiple reports.
With these three versions, Online Reporting functionality can be tailored to meet the
precise reporting needs of users at various levels. This course covers the functionality
available to users with Web Reporter privileges. For more information on additional
functionality that is available only to Web Professional users, see the Online Reporting
for Professionals course.
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Overview of the Online Reporting Interface
Online Reporting provides a highly interactive, easy-to-use interface for reporting and
data analysis. The interface is designed to improve user workflow and facilitate
navigation. It contains many features specifically geared toward creating a better, more
user-friendly experience, including the following:

Drop-down menus and comprehensive toolbars that enable you to easily access
a variety of reporting functions

Right-click menus that enable you to access frequently-used functions right from
a report

Pop-up windows that enable you to quickly make changes to report settings

Basic and advanced search functions that enable you to quickly and easily
locate objects
Throughout this course, you will be using the default interface for Online Reporting.
However, depending on the version of Online Reporting you are using, the interface can
vary. For example, if you are a Web Reporter user, there will be fewer functions
available to you than to a Web Analyst user. Generally, if you do not have privileges to
use a specific function, it is not displayed to you at all. However, in some instances (for
example, if you have access to some parts of a window but not all), the unavailable
functions are simply disabled.
The remainder of this lesson describes basic navigation in the Online Reporting
interface.
Accessing a Online Reporting Project
Online Reporting is simply a grouping of Web pages, including a home page, login page,
project home pages, and specific pages that allow you to browse folders, reports and
view results. Online Reporting displays any project objects in the metadata to which you
have access. As you run reports, it returns results from your data warehouse and
displays them to you in the browser.
The following sections describe the various pages you use to access a project in
Online Reporting.
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Home Page
The home page displays the names and descriptions of all the available projects. You
can access any project for which the administrator has granted you permission. The
following image shows the home page:
Home Page

The home page is also known as the welcome page or project page.
To access the home page:
1. Open an Internet browser.
2. Navigate to the URL (address) for Online Reporting.

Your instructor should provide you with the URL for accessing Online Reporting.
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Login Page
Depending on your web configuration, before you can access a project in Online
Reporting, you generally have to log in to the project with a user name and password.
The following image shows the login page:
Login Page
To log in to a project:
1. On the home page, click the project name or icon.
2. On the login page, in the User name box, type your user name.
3. On the login page, in the Password box, type your password.
4. Click Login.
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Project Home Page
After you log in to an Online Reporting project, the project home page displays, which
displays several options. The following image shows the project home page:
Project Home Page
The project home page contains the following sections:

Shared Reports—This section contains public reports, documents, and other
objects that are shared with other users.

My Reports— This section allows you to run your own reports and access
favorites by using shortcuts. Only you can access the objects in this folder.

Create Reports— This section provides four standard report builders.

History List—This section enables you to access your personal History List,
which displays messages about the reports and documents that you have
scheduled to run. You can click these messages to retrieve results for these
reports and documents.

Preferences—This section enables you to change preferences for a variety of
settings, including report display, printing and exporting properties, and more.

Search—This option allows you to access the Online Reporting search function,
which can help you locate folders, reports, documents, and other objects.
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Using the Navigation Toolbar
As you work in the Online Reporting interface, at the top of every page is the navigation
toolbar, which enables you to quickly move to other aspects of the interface. The
following image shows the navigation toolbar:
Navigation Toolbar
This toolbar contains several components:

Text links—The text links at the top of the toolbar enable you to quickly navigate
to other folders and functions, access the online help function, and log out of
Online Reporting.

Projects—The Projects button located in the top left corner of each Online
Reporting page takes you directly to the home page.
The image below shows the Projects button:
Projects Button

Navigation buttons—The icons below the toolbar enable you to easily move to
the project home page, navigate to recently visited pages, or move up a folder.
The Back and Forward buttons also enable you to access recently run reports
and dashboards, and are especially useful when navigating back to a parent
report from the drilled-to report.
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The Back and Forward buttons enable you to navigate to most recently visited reports
and documents, as shown below:
Back and Forward Buttons
The buttons have built-in embedded drop-down list of recently visited pages which
enable you to go directly to the desired page.

Navigation path hyperlinks—To the right of the navigation buttons, Online
Reporting displays the navigation path. It tracks the browse path you are
currently using. You can click the hyperlinks to easily return to a previous location
in the browse path.

Action Bar—Below the navigation buttons and navigation path hyperlinks, you
have an action bar that provides one-click access to create certain objects, such
as create a new folder, display the navigation tree and view object names as a
list or icons.

The action bar buttons are only available when you are browsing project folders or
viewing report and document subscriptions, and depend on your privileges.

The Create New folder button is only available when you are browsing project
folders. You must have permissions to create a new folder in your current folder
location. Generally, you only have permissions to create folders under the My
Reports folder.
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The image below shows the action bar:
Action Bar
You can use the navigation tree view display mode to browse the Online Reporting
project. The navigation tree view enables you to retain the folder structure in the pane
on the left side of the screen while viewing the folder contents in the pane to the right. In
the right pane, you can view the folder contents in either the list view or the icon view.
The navigation tree view helps you to better understand the recursive folder structure of
your project and quickly explore your project objects.
The navigation tree view is available in the Shared Reports and My Reports pages.
To enable the navigation tree view in Shared Folders and My Reports:
On the action bar, select Show Navigation Tree, as shown below:
Show Navigation Tree

To use navigation tree view, you must have DHTML enabled in your user
preferences.
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Browsing Objects
When you enable navigation tree view, you see the following pane:
Folders Pane
After you access the project home page, you can browse the project objects (folders,
reports, and so forth) that are available to you. The highest level folders that enable you
to browse project objects are the Shared Reports and My Reports folders.
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The image below shows the folders page:
Folders Page

When you view the objects (reports, documents, and so forth) contained within
the folder in View: List mode, the objects display in a banded layout for improved
legibility.
To browse the Shared Reports or My Reports folder:
On the project home page, click the Shared Reports or My Reports folder name or
icon.
After you have opened the appropriate folder, you will generally see a list of subfolders.
Below each subfolder is a description of its contents (if available). Subfolders are
displayed using the following icon:
Subfolder
To browse a subfolder:
Click the subfolder name or icon.
Folders can contain other folders, reports, documents, or other objects. Each type of
object is represented by a different icon.
Reports that display in grid format are denoted using the following icon:
Grid Report
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Web Analyst and Web Professional users also see templates and filters that are
available in subfolders. Templates are displayed using the following icon:
Template
Using the Search Function
In addition to browsing through folders to locate objects, you can also use the Online
Reporting search function to quickly and easily find folders, reports, and other objects.
You can perform a basic search or a more advanced search, which enables you to
specify multiple parameters.
Basic Search
To simply search for an object by name, you can use the Search box that is at the top of
any Online Reporting page. The following image shows the Search box:
Search Box
To perform a basic search:
1. In the Search box, type the word or phrase for which you want to search. You can
type a part of a word, if necessary.
2. Press the ENTER key or click Submit Search to the right of the Search box.
A Web page opens to display the search results. The image below shows a sample
result for searching on the words “Last Instance”:
Sample Search Results
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The search results display all objects that contain the words “Last Instance.” The search
returned folders and reports. You can actually click object names to access them
directly from the search page. Clicking a report name executes it.

You can perform another search from the search page by clicking the New
search hyperlink to the right of the Search for box.
Advanced Search
The Advanced search option enables you to specify multiple parameters and perform a
more detailed search. You can specify the operator you want to use for the search, the
location you want to search, and the types of objects for which you want to search. You
can also further narrow search results by defining creation and modification date ranges,
selecting an object owner, and searching object descriptions.
You can perform an advanced search from the project home page or from any open
search page.
To open a search page from the project home page:
On the project home page, click the Search name or icon.
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To perform an advanced search from the search page:
1. On the Search page, to the right of the Search for box, click the Advanced
hyperlink.
2. In the Search for box, type the word or phrase for which you want to search.
3. In the drop-down list, select the operator you want to use for the search.
4. Under Location, select the folders in which you want to search.
5. Under Object type, select the types of objects for which you want to search.

You can search for one or more object types in any combination.
6. Under Date created/modified, if desired, select whether you want to search for all
objects or only those with a specific creation/modification time period or date range.
7. Under Owner, select whether you want to search for objects created by any user
(public or shared objects) or only for objects created by yourself (personal objects).
8. In the Description includes box, if desired, type the text you want to use to search
the object descriptions.
9. To the right of the Search for box, click Search.
The search page displays the results based on the parameters that you define.
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Setting Preferences
Users can define various project level settings through preferences. These options
include:

General

Grid display

Graph display

Print Reports

Export Reports

Print Reports (PDF)

Drill Mode

Prompts

Change Password
To access the Preferences page:
1. On the navigation toolbar, select Preferences.
OR
On the project home page, under Tools, select Preferences.
2. Select the desired preference.
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Using Online Help
The online MicroStrategy Help pages are useful in performing a full text search across
all Help documents. In addition, the Help content is organized in the tree view in the left
pane, which makes it easier to navigate through topics.
The image below shows the results when using the search feature of the online help:
Online Help
To access the Help pages:
1. On the navigation toolbar, select Help.
2. On the Help window, perform your search by clicking the Contents,
Index, or Search option.
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Executing Reports
After completing this topic, you will be able to:
Define the primary uses of prompts in reports, navigate various display options for
prompts, and execute prompted reports and re-prompting reports.
Because you understand basic navigation in the Online Reporting interface, you are
ready to learn about executing reports. Shared reports that are created for you are
referred to as predefined reports. These are reports that have been built by developers
for you to use in analyzing business data. These reports are generally found in the
Shared Reports section or folder.

Web Analyst and Web Professional users have privileges to modify predefined
reports (content, formatting, and so forth) to varying degrees. Therefore, these
users may have personal copies of predefined reports that they have modified in
the My Reports folder.
Type of predefined report:

Prompted—For a prompted report, the developer has only defined some of the
content before execution. Some of the content is dynamic and is determined by
you at run time. When you run the report or document, it displays prompts that
you can answer to determine the final result set. Your answers are incorporated
into the query, and the result set displays the appropriate data.
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Executing Prompted Reports
Executing a prompted report in Online Reporting is a simple task.
To execute a prompted report:
1. Browse or search for the report that you want to run.
2. Answer the required prompts
3. Run the report
While a report is executing, Online Reporting displays a wait page. The following image
shows an example of the wait page:
Wait Page
The wait page displays the report name, its execution status, and its description (if
available). This page also provides you with the following options:

Check Status Again—This option enables you to refresh the wait page and view
the updated status.

Add to my History List—This option enables you to store report/document
results to the History List folder.
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
This option is available only to Web Analysts and Web Professionals.

Show report details—This option enables you to view the report/document
details.

This option is available only to Web Analysts and Web Professionals.

Cancel—This option enables you to cancel a report execution. If you select this
option, it cancels your request on all servers as well as any queries running
against the data warehouse for your request.
When a report finishes executing, Online Reporting displays the results. The following
image shows a report displayed in Online Reporting:
Report in Online Reporting
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Using Prompts in Reports
Reports that you run can be static or can contain prompts. Unlike static reports in which
the content is already defined, some or all of the content is dynamic. Executing a
prompted report in Online Reporting involves providing answers that help determine the
content of the result set.
Before you learn how to execute a prompted report, it is helpful to understand more
about why prompts are used in reports. You also need to be familiar with the various
methods in which prompts may be displayed, so that you can navigate different
interface features to respond to prompts.
As you learned in the previous lesson, prompts are objects that enable you to select the
information to include in a report at run time. Some of the most common prompts you
may encounter enable you to perform the following tasks:

Choose a predefined template

Choose a predefined filter

Choose attributes, metrics, or other objects to include on a template

Choose specific conditions to include in a filter

Enter values (text, numeric, or date) to include on a template or filter
In other words, prompts enable you to select some or all of the content of a report.
Reports can have a single prompt, or they may contain multiple prompts. One prompt
can even be embedded inside of another prompt. For example, you may be prompted to
select a category of products to view and then to select specific items from the category
you choose.
Required and Optional Prompts
Prompts may also be required or optional. If a prompt is required, you must provide an
answer to the prompt before the report or document will execute. If the prompt is
optional, you can choose whether to respond to the prompt. If you do not provide an
answer, the report will execute without it.
If a prompt is required, the word “(Required)” displays beside the prompt. The following
image shows a report that contains two required prompts:
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Required Prompts
In the left pane where the prompt names are listed, both are marked as required. Also,
in the actual prompt display, both are marked as required. If a prompt is not denoted as
required, it is optional.

If you do not make a required prompt selection and try to proceed, a message
appears stating “This prompt requires an answer”.

The left pane, which shows a summary of selections for each prompt, displays
only when a report contains more than one prompt.

You have two choices of how to display the prompts in any given report.
You can choose either to display all the prompts on one page or to display each
prompt on its own separate page. To make this selection, click Preferences on
the navigation toolbar. Then click Prompts under Preferences on the left and
make the appropriate selection under View prompts.
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Default Answers for Prompts
Often, prompts have default answers that are already selected when you first view the
prompt. For example, the report developer may know that most users tend to select the
same answers for a particular prompt. Making these answers the default answers saves
users time in responding to the prompt. The following image shows a prompt with a
default answer:
Prompt with Default Answer
In this example, “CAR2538:Prudent” is selected as the default item when you run this
report. If you wanted to keep the default answer, you could just continue and run the
report. Otherwise, you could remove this item and select a different item before running
the report. You will learn more about how to select and remove prompt answers later in
this lesson.

The actual method of displaying default answers varies depending on the display
method used for a prompt. You will learn more about display methods in the
next topic.
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Setting Display Options for Prompts
Because prompts can vary greatly in the amount or type of information they are
requesting from users, developers have several options for how they can display
prompts to users. The following sections describe the primary options for displaying
prompts in Online Reporting.
Basic Shopping Cart
The basic shopping cart is a frequently used method for displaying prompts. The
following image shows an example of this display option:
Basic Shopping Cart
In this prompt, you are being asked to select submitted months that you want to include
in the report filter. October 2010 and November 2010 submitted months display as the
default answers.
To answer a prompt that displays as a basic shopping cart:
1. In the Available list, select the elements that you want to include in the report or
document.

You use the SHIFT or CTRL keys to select multiple elements. Hold the SHIFT
key if you are selecting consecutive elements. Hold the CTRL key if you are
selecting nonconsecutive elements.
2. Click Add to add the elements to the Selected list.
3. If you want to remove unwanted elements from the Selected list, you click Remove.
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4. When you are finished answering the prompt, click Run Report.
This display option also enables you to search for elements that you want to include.
This feature is useful if you are browsing a large list of elements.
To use the search feature:
In the Search for box, type a word or phrase for which you are searching.
1. Click Search.
Any results that match your search display in the Available list.
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Executing Prompted Reports
Because you understand how to navigate the various prompt display options, you are
ready to learn how to execute prompted reports. The following sections provide
examples of running reports with multiple prompts.
Multiple Prompts
Sometimes, prompted reports are a little more complex, and they require multiple
prompts. A report can contain any number of prompts. When a report or document has
multiple prompts, by default, they each display on a separate page.
To display multiple prompts on a single page:
1. On the navigation toolbar, select Preferences.
2. On the Preferences page, click Prompts.
3. Under View Prompts, select All on one page.
4. Click Apply.
The following image shows an example of a report that contains multiple prompts
displayed on one page:
Report with Multiple Prompts
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This prompt is included in a report called Standard Pharmacy Claim Reporting (SPCR).
The report is designed to display the revenue for the regions and categories that you
select. The report is designed to provide the user all submission events (sequences) in
each claim including rejections, reversals, and paid sequences.
As such, it has seven prompts. Whenever a report has more than one prompt, it
displays a summary pane on the left side of the prompts. This summary pane allows you
to view your selections for each prompt. Though this may not seem necessary when
you only have two prompts, if you are presented with five prompts, it is helpful for
keeping track of your selections and which prompts you have answered.
The first four prompts are marked as required, but there are no limits to how many
carriers or accounts you can select.
To answer this prompt:
1. For the Time Selection prompt, select “Submitted Year” 2009 and 2010.
2. For the Client Selection prompt, select the following carriers: CAR2538:Prudent,
CAR2536:Cooperative and CAR2537:Axix.
3. For the Attribute Selection prompt, select “Submitted Quarter” and “Account”.
4. For the Metric Selection prompt, select the following metrics: Amount Paid, Drug
Cost, Ingredient Cost, Rx Count.
5. Click Run Report.
Here is the result set for this report below:
Result Set for the Report
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Re-prompting Reports
If you execute a report that contains prompts, you have the ability to re-execute it and
be re-prompted so that you can select different prompt answers.

Refreshing or rerunning a report does not display report prompts. These options
run prompted reports using the original prompt answers that you selected.
To re-prompt a report or document:
1. Do one of the following:
On the Data toolbar, click Re-prompt.
OR
On the Data menu, select Re-prompt.
2. Answer the prompts as desired.
3. Click Run Report.

If you want to cancel re-prompting a report, on the prompt page, click Cancel.
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Interacting with Prompts
This section outlines some additional prompt features.
Collapsible Summary Section
You can collapse and expand the summary pane that displays to the left on the prompts
page, as shown below:
Summary Pane
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Default Operators for Metric and Attribute Qualifications
Whenever you answer a metric or attribute qualification prompt—a prompt that qualifies
a report based on a metric value or an attribute element—the default operator for the
qualification always displays “Greater than or equal to” and “Equals” for all users across
all projects, as shown below:
Changing Default Operators in Preferences
You can personalize the default operators for these types of prompts and save them in
your preferences.
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To modify the default operators for attribute and metric qualification prompts:
1. On the navigation toolbar, select Preferences.
2. In the General section, under Qualification, in the Default Operators for Metric
Qualification drop-down list, select the desired default operator.
3. In the Default Operators for Attribute Qualification drop-down list, select the desired
default operator.

You can set the default operators across all Online Reporting projects to which
you have access or to the current project only.
4. To apply these settings to the current project only, under Save Options, in the dropdown list, select the Apply to current project check box.
5. Click Apply to save your changes.
Inline Editing in Qualification Prompts
When you answer attribute qualification and hierarchical prompts, you can create
qualifications using interactive inline editors. After you move the attribute to the Selected
list, you use a variety of drop-down menus and editors to create an expression.
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To create an attribute qualification in an attribute qualification or hierarchical
prompt:
1. Run a report that contains an attribute qualification or a hierarchical prompt, such as
the hierarchical prompt for Time shown below:
Hierarchical Prompt on Time
2. Select the desired attribute to define the qualification.
3. Click Add to move your selection to the Selected list.
4. Click Qualify
5. Click Value
6. Click Run Report.
Sorting Selected Objects in Object Prompts
You have the ability to sort selected objects when you answer object prompts. The
objects are then evaluated in the order you specify. You sort the objects using the Move
up and Move down buttons, as shown below:
Sorting Object Prompt Answers
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
Exercises
Using the Online Reporting Interface Overview
2.1
Which of the following contains reports, documents, and other objects that are
available to you and other users?
(a) My Reports
(b) History List
(c) Shared Reports
(d) Preferences
2.2
What allows you to retrieve the results for reports that you have scheduled to run
automatically?
(a) My Subscriptions
(b) History List
(c) Preferences
2.3
If you want to customize your print settings, you would use which of the following:
(a) Preferences
(b) My Reports
(c) My Subscriptions
2.4
True or False: Static reports and documents already have all of their content
defined before you execute them.
2.5
Which of the following statements about prompts is true?
(a) You are always required to answer them.
(b) A report cannot contain more than two prompts.
(c) One prompt can be embedded inside another prompt.
(d) All prompts are displayed in the same way.
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2.6
True or False: The home page displays the names and descriptions of all the
available projects.
2.7
Which of the following options is included on the project home page for a Web
Analyst?
(a) My Reports
(b) Create Report
(c) Preferences
(d) All of the above
2.8
True or False: The Projects button located in the top left corner of each Online
Reporting page takes you directly to the login page.
2.9
True or False: The Back and Forward buttons enable you to navigate to most
recently visited reports and documents.
2.10
True or False: The navigation tree view enables you to retain the folder structure
in the pane on the left side of the screen while viewing the folder contents in the
pane to the right.
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Use the Online Reporting Interface
You should complete all of these exercises in the Pharmacy Analytics / Claims
Reporting project.
2.11
Access the Pharmacy Analytics / Claims Reporting Training Project
1. To complete these exercises, you need to log in to the Pharmacy Analytics /
Claims Reporting Training Project in the Online Reporting interface. To access
this project:
2. Open your Internet browser and type the URL (address) provided by your
instructor.

Your instructor will direct you as to which method to use to connect to Online
Reporting.
3. On the home page, click the Pharmacy Analytics / Claims Reporting Training project.
4. On the login page, in the User name box, type the user name assigned to you by
your instructor.
5. In the Password box, type the password assigned to you by your instructor.
6. Click Login.
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2.12 Explore the Online Reporting Interface
Overview
In this exercise, you will explore some of the Online Reporting interface features.
Detailed Instructions
1. On the project home page, click Shared Reports.
2. Mouse over the Action bar to study its contents.
3. On the Action bar, click Show Navigation Tree (shown below), which opens the
Folders pane for easy tree-like browsing:
Show Navigation Tree
4. Click the Training Labs folder.
5. Click the folder with your Name.
6. Click the 1 – Intro to MSTR Web folder.
7. Click the Chapter 2 – Labs folder.
8. Run the Drug Cost by Account report.
9. Right-click Amount Paid, point to Sort, and select Ascending.
10. Switch to Graph view.
11. Click the small arrow next to the Online Reporting Back button to go back to the
Summary folder, as shown below:
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Summary
12. In Online Reporting, click the Preferences link.
13. For the color theme, choose Blue, and click Show Preview.
14. Close Preferences without saving.
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2.13 Run a Prompted Report
Overview
In this exercise, you will run a prompted report called Drug Top N Report. You can find
this report in the following location: Shared Reports\Top N Reports. When the prompts
display, you can select multiple answers for each prompt. The result set should look like
the following:
Drug Top N Report

Remember that when responding to the prompt, you can use the search feature
to easily locate items in a large list.
You can use the instructions below if you want help.
Detailed Instructions
Run the report
1. At the top of the Online Reporting page, click Shared Reports.
2. On the Shared Reports page, click the Top N Report folder.
3. Click on the Drug Top N Report grid report.
Answer the prompt
4. On the prompt page: Attribute Selection, NDC Drug Name is selected.
5. Click Next.
6. On the prompt page: Metric Selection, select Amount Paid and Click Add.
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7. Click Next.
8. On the prompt page: Time Selection, select Filled Year -> Filled Date
Hierarchy.
9. Select Filled Month
10. Select March 2009 – by single clicking the red box that precedes March 2009
and Click Add.
11. Click Next.
12. Click Next.
13. Click Next.
14. On the prompt page: Client Selection, select Carrier by selecting the link.
15. Single click the red box that precedes CAR2536:COOPERATIVE and Click Add.
16. Click Next.
17. Click Next.
18. On the prompt page: Metric Qualification, select Amount Paid and Click Add.
19. Click Run Report.
Compare your results to the expected report in the Overview section at the beginning of
this exercise.
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2.14 Re-Prompt a Report
Overview
In this exercise, you will run a prompted report called Drug Top N Report. This report is
the report you created in the previous exercise. The first part of the result set should
look like the following:
Drug Top N Report – Based upon re-prompting
You can use the instructions on the next page if you want help.
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Detailed Instructions
Access the Data Menu
1. The Drug Top N Report should still be open within your web browser
2. Select the Data drop down menu
3. Click Re-prompt.
Answer the prompt
4. On the prompt page: Metric Ranking, change the value to 5.
5. Click Run Report.
6. Compare your results to the expected report in the Overview section at the
beginning of this exercise.
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
Lesson Summary
In this lesson, you learned the following:

Online Reporting is available in three versions: Web Reporter, Web Analyst and
Web Professional. This course focuses on the Web Reporter privileges.

The home page displays the names and descriptions of all the available projects.

Before you can access a project in Online Reporting, you generally have to log in
to the project with a user name and password. This is done on the login page.

The Project home page displays several options, which includes Shared Reports,
My Reports, History List, My Subscriptions, Preferences and Search.

The highest level folders that allow you to browse project objects are the Shared
Reports and My Reports folders.

The Search function enables you to quickly and easily find folders, reports and
other objects.

The Create Shortcut feature enables you to create a shortcut to a report and
place the object in the desired folder.

The Preferences option enables you to change preferences for a variety of
settings, including report display, printing and exporting properties, drilling,
security and more.

Shared reports that are created for you are referred to as predefined reports. They
are also called prompted reports.

Prompts are objects that enable you to select the information to include in a
report or document at run time.

Prompts can be displayed in many different styles, including basic shopping carts.

Reports can include multiple prompts.
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3
Basic Report Analysis
in Online Reporting
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Lesson Description
This lesson describes many of the basic manipulation and formatting functions you can
perform in Online Reporting to conduct basic analysis on reports. This lesson covers
such topics as sorting, drilling, printing, and exporting. It also explains the basic
formatting options available for reports.
Lesson Objectives
After completing this lesson, you will be able to:
Perform basic analysis on reports in Online Reporting, including executing simple
manipulations on reports and making simple formatting changes to reports.
After completing the topics in this lesson, you will be able to:

Perform basic manipulations on reports in Online Reporting.

Perform basic formatting of reports in Online Reporting.

Perform exporting to multiple Excel spreadsheets, and answering object prompts.

Describe a few of the architectural aspects in the Online Reporting platform that
enhance the reporting experience for Web users.

The functionality covered in this lesson is available to Web Reporter, Web
Analyst, and Web Professional users. Web Professional users have additional
options available to them to which Web Reporter and Web Analyst users do not
have access. For information on functions that are only available to Web
Professional users, see the Online Reporting for Professionals course.
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Basic Report Manipulations
Perform basic manipulations on reports in Online Reporting.
Online Reporting provides you with the ability to perform a variety of basic manipulations
to help you analyze data. From switching report views to sorting report data to drilling on
reports, you will learn how to use basic Online Reporting functionality to make analysis
easier.
Accessing Functions
Before you learn about specific types of manipulations that you can perform, it is
important to understand the methods available to you for accessing Online Reporting
functions:
• Drop-down menus
• Toolbars
• Right-click menus
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The following image shows the location of each of these components in the Online
Reporting interface:
Accessing Functions
The drop-down menus and toolbars are indicated inside the rectangle above the report.
You can click the names of the drop-down menus to view the list of options for each
menu. You can move your mouse over buttons on the toolbars to view tooltips that
indicate the function that a button performs.
The right-click menu is indicated inside the circle on the report itself. You access rightclick menus by right-clicking objects in a report. The options on the right-click menu vary
depending on the object you select.
The number of toolbars you see in Online Reporting and the number of options you see
available on the drop-down menus, toolbars, or right-click menus depend on your
privileges. The image above shows the options available to a Web Reporter user.
Toolbars
When you open a report or document in Online Reporting the toolbars enable efficient
use of the screen space. Instead of seeing all available buttons for all toolbars at the
same time side by side, you see only one toolbar at a time. This makes it easier to view
more report or document data on the Web page and minimizes functional overhead.
The toolbars are also organized to group related buttons in an intuitive fashion. For
example, the image below shows the Home toolbar:
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Home Toolbar
In the Home toolbar, you can save, undo or redo changes, switch report views, create
subscriptions, print, export, and more. You switch between toolbars by clicking the
menu header. You can still expand menus to see all available options.

Not all menu options correspond to the toolbar buttons.
When you click the menu header to view a new toolbar, its contents load on demand.
You will see a “Loading” message display on the left where the toolbar will eventually
display. Online Reporting purposely loads menus (as well as other objects) on demand
to improve overall interface performance. The next time you need to view the toolbar, its
contents are available to you immediately.
Generally, manipulations, formatting, and other functions are performed using the dropdown menus, toolbars, or right-click menus. Sometimes, there are even multiple ways to
access a function. You will learn how to use these components as you continue through
the course.
Switching Report Views
You learned in the last lesson how to execute reports. You can learn how to switch the
view of a report. Reports have three possible views:

Grid

Graph

Grid and Graph

Depending on the content, the Graph view may not be optimal for all reports.
Reports are always saved with a default view. This default view determines whether
they initially display in Online Reporting with a grid or graph icon. However, regardless
of the original view of a report, you can easily switch the report to another view. You can
even view both the grid and graph at the same time.

Developers can configure reports to not display as graphs. In such cases, only
the Grid view is available.
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The following image shows a report that originally displays in Grid view:
Report in Grid View
To switch to Graph view:
Do one of the following:
On the Home toolbar, click Graph.
Graph
OR
On the Home menu, select Graph.
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When you switch the report to Graph view, it looks like the following:
Report in Graph View
To switch to Grid and Graph view:
Do one of the following:
On the Home toolbar, click Grid and Graph.
Grid and Graph
OR
On the Home menu, select Grid and Graph.
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When you switch the report to Grid and Graph view, it looks like the following:
Report in Grid and Graph View
Only the first page of the graph and the corresponding information in the grid are
shown. Again, you can use the numbers above the graph or below the grid to scroll
through the pages.
To switch back to Grid view:
Do one of the following:
On the Home toolbar, click Grid.
OR
On the Home menu, select Grid.
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Using Full Screen Mode in Reports
You may want to view a report without the normal navigation information. In this way,
you can focus your attention on the data itself and maximize the amount of the report
that can be shown at once. This is referred to as Full Screen mode.
To view a report in Full Screen mode:
Do one of the following:
On the Home toolbar, click Full Screen Mode.
OR
On the Home menu, select Full Screen Mode.
OR
Press F12.
The following image shows a report displayed in Full Screen mode:
Report Displayed in Full Screen Mode
The standard toolbar appears in Full Screen mode, so you can still interact with the
report.
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To switch back to normal screen mode:
Do one of the following:
On the Home toolbar, click Restore Normal Screen Mode.
OR
Press F12.
Using Go to Another Page (Incremental Fetch)
When a report result set exceeds the maximum number of rows or columns that can be
displayed on one page, you see additional navigation options below and above the
report grid or graph. These navigation “pages” enable you to select different blocks of
data. If more than five blocks of data are returned you can use the Go to drop-down list
to jump directly to the desired page instead of using the Next or Previous arrow buttons.
The Go to option displays when you click a down arrow in the incremental fetch bar
below or above the grid, as illustrated in the image below:
Go To Option

The Go to option also displays in element prompts.
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Viewing the Page-By Axis for Reports
In addition to the row and column headers, a report also has a page-by axis on which
objects can be placed. The page-by axis enables a report to be divided into separate
pages for viewing purposes based on an object (or multiple objects).
For example, viewing the sales of all items at once may result in a long report that
spans multiple pages. Instead, a report can be designed to page by the subcategory to
which items belong, so that the report displays only data for one subcategory at a time.
Using the page-by axis can make long reports easier to read and analyze. You can view
the page-by axis from any one of the three report views.
To view the page-by axis:
Do one of the following:
On the Tools toolbar, click Page-by Axis.
OR
On the Tools menu, select Page-by Axis.
This action opens the Page-by pane. The following image shows a report with the Pageby pane displayed:
Report with Page-by Pane Displayed
The Page-by pane displays immediately above the report. The Submitted
Quarter attribute is in the page-by field, so you are only viewing the information
for items belonging to the “1st Quarter 2009” submitted quarter.
To view a different page-by element:
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In the Page-by pane, in the Submitted Quarter drop-down list, select another time
period.

It may take a few seconds for Online Reporting to process your request.
The following image shows the same report with items for the “2nd Quarter 2009”
submitted quarter:
Report after Changing Page-By Element
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Sorting Report Data
Whenever you run a report, the result set is always initially sorted using some default
configuration that determines the order in which data is displayed. It may be sorted by
attributes on the report, metrics, or some combination of the two. However, you can
change the way the data is sorted and define your own sort criteria. You can do so by
defining a quick or an advanced sort.
Quick Sort
A quick sort enables you to sort by one row or column at a time. You can define quick
sorts using either the Sort buttons or the Sort right-click menu option. The Sort buttons
may not be visible by default. You can configure sorting on grid reports through your
Preferences.

You can only perform a quick sort on grid reports.
To view the Sort buttons:
1. On the Online Reporting menu, select Preferences.
2. On the Preferences page, click Grid display.
3. Select the Show sort buttons check box.
4. Click Apply.
5. Run your desired report.
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The following image shows a report with the Sort buttons displayed:
Report with Sort Buttons Displayed
The Sort buttons are the arrows you see to the right of the row and column header
names. The direction they face (up or down) indicates whether clicking the button sorts
the data in that row or column in ascending (up) or descending (down) order. These
buttons toggle back and forth between ascending and descending order each time you
click them.
To perform a quick sort:
Do one of the following:
Click the Sort button beside the row or column by which you want to sort the report
data.
OR
Right-click the row or column header by which you want to sort the report data, point
to Sort, and click Ascending or Descending.
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The image below shows the same report as above but sorted in descending order by
the 2007 Revenue metric:
Report Sorted in Descending Order by Rx Count
The values for the Rx Count metric are displayed in order from highest to lowest.
Using Simple Drilling on Reports
Drilling on a report enables you to view data at different levels than the ones originally
displayed in the result set. It enables you to quickly and easily analyze various levels of
detail in a report. The most basic type of drill you can perform is a simple drill that
enables you to view data at other attribute levels that are directly related to the
attributes that display on a report.
There are four methods that you can use to drill on reports:
Drilling on attribute elements
Drilling on attributes
Using the Drill pane
Drilling on Page-by
Drilling on Attribute Elements
The easiest way to perform a simple drill is by drilling on the names of attribute
elements. Sometimes, when you view report data, you will see attribute elements that
are underlined, which indicates that you can drill on these elements.
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The following image shows an example of a report result that has element names on
which you can drill:
Report with Drillable Attribute Elements
The submitted quarter element 1Q09 is underlined. This element contains a hyperlink.
When you click the element name, the report automatically drills down to the next
attribute level below Submitted Quarter for that particular submitted quarter. For
example, if you click the 1Q09 Submitted Quarter element name, you will see the
amount paid, drug cost, ingredient cost and Rx count for each carrier and account for a
given submitted month.
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
The subcategory attribute elements are also underlined which means you can
drill to a lower attribute level from subcategory.

Attribute element names only contain hyperlinks if the attribute level directly below
them is not already on the report. Also, if an attribute element is the lowest level
in a hierarchy, it is not hyperlinked since you cannot drill to a lower level.
To drill on an attribute element using hyperlinks:
Click the attribute element name on which you want to drill.
The following image shows the result after you drill on the Submitted Quarter:
Drilling on the 1st Quarter 2009 Submitted Quarter
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The report to which you drilled shows the amount paid, drug cost, ingredient cost and Rx
count for all months in the 1st Quarter of 2009, i.e. January, February and March. So if
you want to drill immediately to the next lowest level for a particular element, drilling on
attribute element names is the quickest way to do so.

You can configure drilled reports to open in a new browser window through your
Preferences. This allows quick access to the original report while still maintaining
the drilled report. Select Preferences from the menu at the top of Online
Reporting, then click Drill mode. Select the Open drill results in a new window
check box.
You can also drill on attribute elements by using the right-click Drill menu option.
To drill on an attribute element using the right-click Drill menu:
On the report, right-click the attribute element on which you want to drill, point to Drill,
and select the level to which you want to drill.
The following image shows the right-click drill menu:
Right-Click Drill Menu
Unlike drilling on the attribute element itself, which only allowed you to drill down to the
next lowest level (Submitted Month), the Drill menu enables you to drill to any attribute
directly related to Submitted Quarter that is not already on the report.
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The following image shows the result after you drill on the Northeast region down to the
Employee attribute:
Drilling on the Submitted Quarter to Submitted Date

The image above displays only part of the result set. The report to which you
drilled shows the amount paid, drug cost, ingredient cost and Rx count for carriers
by submitted date and submitted quarter. This method enables you to drill only
on a particular element to any related attribute, not just the immediate lower level.
Drilling on Attributes
If you want to perform a broader drill, you can drill on an entire attribute using the rightclick Drill menu option.
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To drill on an attribute:
On the report, right-click the attribute on which you want to drill, point to Drill, and select
the level to which you want to drill.

You can also select one cell on a grid by clicking directly on it or multi-select
several cells by clicking directly on them and holding the CTRL key. You can then
use the right-click menu to drill on your selection. You can select both the rows of
data as well as the row and column headers.
This menu looks the same as when you drill on attribute elements, but instead of only
drilling on the data for a particular element, you drill on all of the elements for that
attribute.
For example, if you drill on the SPCR – Standard Pharmacy Claim Reporting report, the
following image shows the result after you drill on the Account attribute down to the
Group attribute:
Drilling on the Account Attribute
The report to which you drilled displays all the groups for the accounts because you
drilled on the Account attribute, not just a particular account. This method is useful for
drilling on all of the data for an attribute rather than just a specific part of the report.
Using the Drill Pane
Another option available for drilling on reports is the Drill pane. The Drill pane enables
you to perform more precise drills.
To open the Drill pane:
Do one of the following:
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On the Data toolbar, click Drill.
OR
On the Data menu, click Drill.
The following image shows a report with the Drill pane displayed above it:
Report with Drill Pane Displayed

The image above displays only part of the result set. The Drill pane lists each of
the attributes in the report. This mode of viewing the report is referred to as Drill
Mode.
When you use the Drill pane to perform a drill, you can select the specific attribute
elements that you want to include in the drill. To do this, select one cell on a grid by
clicking directly on it or multi-select several cells by clicking directly on them and holding
the CTRL key. You can then use the right-click menu to drill on your selection. You can
select both the rows of data as well as the row and column headers. Drill mode enables
you to perform precise drills all the way down to a single row in a report.
To drill on a report using the Drill pane:
1. In the Drill pane, click the drop-down list under the attribute on which you want to
drill.
2. In the drop-down list, select the attribute to which you want to drill.
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3. On the report, select the attribute elements you want to include in the drill by.
4. In the Drill pane, click Apply beside the attribute on which you are drilling.

If you select Apply at this point it will drill on all attribute elements for that
attribute. You can also select the specific attribute element you want to drill on by
clicking on the attribute element in the report after selecting your attribute.
The following image shows the result after you drill on the Region attribute down to Call
Center for the Mid-Atlantic region:
Drilling on Account to Group
The Drill pane provides you with another useful setting when drilling on reports—the
Keep parent while drilling option. As you drill on reports, the attribute from which you drill
(for example, Account) is replaced on the template in the drill report by the attribute to
which you are drilling (for example, Group).
Using the Drill pane, you can actually choose to keep both the parent attribute (the
attribute on which you are drilling) and the attribute to which you are drilling on the drill
report. This option is only available to you when you use the Drill pane.

In your user preferences, you can configure how all drilling actions treat parent
attributes by default. However, regardless of how you configure your
preferences, the Keep parent while drilling option in the Drill pane enables you to
control whether the parent attribute is present for a specific drill action on a
report.
To drill on a report and keep the parent attribute:
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1. In the Drill pane, click the drop-down list under the attribute on which you want to
drill.
2. In the drop-down list, select the attribute to which you want to drill.
3. On the report, select the attribute elements you want to include in the drill.
4. In the Drill pane, select the Keep parent while drilling check box.
5. In the Drill pane, click Apply beside the attribute on which you are drilling.
The following image shows the result for the same drill (drilling from Region to Call
Center for the Mid-Atlantic region) when you keep the parent attribute:
Drilling on Submitted Quarter to Submitted Month and Keeping the Parent Attribute
The Submitted Quarter attribute from which you drilled displays on the report to the left
of the Submitted Month attribute.
Drilling from Page-by
You can drill on the attributes and attribute elements located in the report page-by pane.
Drilling is available through the right-click Drill option.

The drill paths that display on the right-click menu depend on your user privileges
and the drilling configuration for the report.
In the example shown below, the user right-clicks the Movies element in the Category
page-by field, points to Drill, and then Subcategory.
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Drill on Page-by
When you drill on a page-by field, the drilled-to object displays in the Page-by pane, as
shown below:
Drill on Page-by Result

If all of the possible drill destinations are already on the report, then the Drill
option does not display for the page-by field.
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To drill from page-by:
1. In the Page-by pane, right-click the attribute element on which you want to drill,
and point to Drill.
2. Select the attribute level to which you want to drill.
Undoing and Redoing Changes to Reports
As you analyze reports in Online Reporting, you may sometimes make changes to
reports that you do not want to keep. The Undo and Redo options enable you to undo or
redo changes you have made one action at a time. For example, you may run a report,
perform a quick sort, and then make a formatting change. If you then use the Undo
option, the formatting change is reversed, and the report returns to its original format. If
you use the Undo option again, the quick sort is removed, and the report returns to its
original sort order.

You will learn more about formatting changes that you can make later in this
course.
To use the Undo option:
1. On the Home toolbar, click Undo.
2. Continue to click Undo until you have reversed all of the desired actions.

The Undo option is only available after you make a change to a report.
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To use the Redo option:
1. On the Home toolbar, click Redo.
2. Continue to click Redo until you have reapplied all of the desired actions.


The Redo option is only available after you undo a change to a report.
You cannot use the Undo and Redo options to undo or redo drilling. You also
cannot use these options to undo or redo changes to a report after you have
saved the report.
Printing Reports
You can print reports in Online Reporting using one of the following two methods:
Using PDF for printing reports
Printing directly from the Web browser
The printing method that you use depends on how you configure your preferences. The
administrator can configure either option as the default print method for Online
Reporting, but you also have the ability to define your own default printing method in
your user preferences. Select Preferences from the menu at the top of Online Reporting,
then click General. Go to Output Formats and check or uncheck the Use PDF for
printing reports check box.
Regardless of which method you choose, you have the ability to define a variety of
settings such as headers, footers, margins, and so forth. Whenever you print a report,
these settings are presented to you on a Print options page. The following image shows
the Print options page when printing a report:
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Print Options Page
Before you learn about the procedure for printing reports, you need to understand more
about some of these settings.
Basic Printing Options
The basic printing options include the following settings:
Print—If you are viewing a report that spans multiple pages, you can choose to print
the whole report or just the page that you are viewing.
Page Header and Footer—You can create custom headers and footers, including
information such as object names, filter conditions, page numbers, dates, and
images in the header and footer.
Report Header—You can create custom report headers, including information such
as report name, report details, project name, filter name, and execution date/time.
Scaling—You can adjust the font to a specific percentage of the original size, or you
can reduce the size of the report to make the data fit to a page.
Orientation—You can set your report to print in portrait or landscape mode.
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Print cover page—You can print a cover page that contains the filter conditions or
report details for the report.
Expand all page-by fields—If the report you are printing contains page-by fields,
you can choose to print all of the pages, not just the one you are viewing.
When creating custom header and footers, you have the ability to define the information
that displays in the Left, Center, and Right sections of the header and footer. You can
type your own text in headers and footers, and you can also use dynamic fields
provided by Online Reporting in the Header/Footer Editor. The following table highlights
some of the options and provides a brief description for each of these fields:
Header/Footer Editor Buttons
Drop-down
Description
option
Page
Number
Insert page number: Clicking this button inserts the page
number of the report into the area you select.
Number of
Pages
Insert number of pages: Clicking this button inserts the total
number of pages in the report into the area you select.
Execution
Date
Insert date: Clicking this button inserts the system date that
is on the machine where Online Reporting is installed (not
your machine) into the area you select.
Execution
Time
Insert time: Clicking this button inserts the time that is on
the machine where Online Reporting is installed (not your
machine) into the area you select.
Report Name
Insert report name: Clicking this button inserts the name of
the report into the area you select.
Template
Name
Insert template name: Clicking this button inserts the name
of the report template into the area you select.
Filter Name
Insert filter name: Clicking this button inserts the name of
the report filter into the area you select.
Page by
Insert Page By information: Clicking this button inserts the
current Page By selection into the area you select.
Insert filter details: Clicking this button inserts the details of
Filter Details the report filter (specific filtering conditions) into the area
you select.
User Name
Insert user name: Clicking this button inserts the name of
the user printing this report into the area you select.
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Advanced Printing Options
The advanced printing options include the following settings:
Paper size—You can choose the paper size to be used for printing.
Margins—You can define the left, right, top, and bottom margins for printing.
Maximum header and footer size—You can define a maximum size for the header
and footer.
Embed fonts—You can choose to print the report using the original fonts selected
for the report (even if they are not installed on your machine).
You are ready to learn how to print reports using both methods.
To print a report using PDF:
1. Do one of the following:
On the Home toolbar, click Print.
OR
On the Home menu, select Print.
2. In the Print options page, if you want to define custom headers and footers, click Edit
Custom Settings.
3. In the Header/Footer Editor, customize the sections of the header and footer as
desired.
4. Click Apply.
5. If you want to scale the report, you can select the Adjust font to % of original size
option and type a percentage.
OR
You can select the Fit to option and enter your selections.
6. Under Orientation, select Portrait or Landscape.
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7. If you want to print a cover page, select the Print cover page check box and select
either With Filter Details or With Report Details.
8. If you are printing a report that contains page-by fields and you want to print all of the
pages, not just the one you are viewing, select the Expand all page-by fields option.
9. If you want to define advanced options, click Show Advanced options.
10. In the Paper size box, select the paper size that you want to use.
11. Under Margins, type the margin sizes in the boxes.
12. In the Maximum header size box, type the maximum size of the header.
13. In the Maximum footer size box, type the maximum size of the footer.
14. If you want to print the report using the original fonts selected for the report, select
the Embed fonts option.

If you want these settings to serve as defaults and do not want to be prompted
each time you print a report, you can select the Do not prompt me again option.
If you select this option, you are not prompted to define the print options when
printing any report.
15. Click Show Printable Version.
16. On the PDF toolbar, click Print.
To print a report directly from the Web browser:
1. Do one of the following:
On the Home toolbar, click Print.
OR
On the Home menu, select Print.
2. On the Print options page, if you want to define custom headers and footers, click
Edit Custom Settings.
3. In the Header/Footer Editor, customize the sections of the header and footer as
desired.
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4. Click Apply.
5. If you want to scale the report, do one of the following:
You can select the Adjust font to % of original size option and type a
percentage.
OR
You can select the Fit to option and enter your selections.
6. If you want to print a cover page, select the Print cover page option and select
either With Filter Details or With Report Details.
7. If you are printing a report that contains page-by fields and you want to print all of
the pages, not just the one you are viewing, select the Expand all page-by fields
option.
8. If you want to define advanced options, click Show advanced options.
9. Under Orientation, select Portrait or Landscape.
10. In the Paper size box, select the paper size that you want to use.
11. Under Margins, type the margin sizes in the boxes.
12. In the Maximum header size box, type the maximum size of the header.
13. In the Maximum footer size box, type the maximum size of the footer.

If you want these settings to serve as defaults and do not want to be
prompted each time you print a report, you can select the Do not prompt me
again option. If you select this option, you are not prompted to define the print
options when printing any report.
14. Click Show Printable Version.
15. In the browser window, on the toolbar, click Print.
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Exporting Reports to Other Formats
Earlier in this lesson, you learned how to export reports to PDF. Depending on how your
administrator has configured your permissions, you also have the ability to export
reports to a variety of other formats.
Exporting Grid Reports
You can export grid reports to the following formats:
Excel (with or without formatting)
CSV (file format recognized by Excel)
HTML
Plain text
The following image shows the Export Options page for grid reports (exporting to Excel
with formatting):
Export Options Page - Grid Reports
When you export a grid report, you have the option to choose which of these formats
you want to use. These options are presented to you on an Export Options page along
with several other export settings.
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You can narrow down in detail which sections of the report you want exported. You can
choose to export filter details, report title, page-by selection, and other information. The
improved Remove extra column option enables you to either remove the Metrics column
from the exported report, leave it, or let Online Reporting determine its presence
automatically based on the report design properties.
You can also define a customer header or footer for the exported files. You define
header and footer either in the Export Reports preferences or on a report-by-report
basis on the Export Options page. You can use static text as well as autotext, such as
execution date and time, report notes and so on.
You also have an option to place the personalized header either above or below the
header defined by the report designer. You can also replace it entirely. Personalized
footer is always placed above the project footer in the exported file.

You cannot replace the project level header or footer defined by the
administrator.
To export a grid report:
1. Do one of the following:
On the Home toolbar, click Export.
OR
On the Home menu, select Export.

You can also export a grid report by clicking the Export hyperlink underneath it
on the browse page. This option enables you to export grid reports without
having to execute them.
2. On the Export Options page, if you are exporting a report that spans multiple pages,
in the Export box, select whether to export the entire report or just the page you are
viewing.
3. Select the format you want to use for the export.

If you are exporting to a plain text file, in the Delimiter box, you need to select the
type of separation character you want to use between data values.
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4. If you are exporting to Excel and you want to export metric values as text, click the
Export metric values as text check box.
5. If you are exporting to Excel and you want to export the headers as text, click the
Export headers as text check box.

The options to export metric values and headers as text can be useful to avoid
rounding, truncation, and other formatting issues. For example, a metric value of
5.1999 may be exported as 5.2 if you do not choose to export the value as text.
6. If you want to include the report title for the report with the exported data, click the
Export Report Title check box.
7. If you want to include the page-by condition for the report with the exported data, click
the Export Page-By Information check box.
8. If you want to include the filtering conditions for the report with the exported data,
click the Export filter details check box.
9. If you want to remove the column labeled Metric from the exported report, select the
Remove extra column drop-down, and make your selection.

The Remove extra column from exported grid option is only made available if the
Excel with formatting format option is selected.
10. If you want the report to be displayed with all page-by fields in Excel, regardless of
the page-by display in Web at the time the report is exported, click the Expand all
page-by fields check box.

The Expand all page-by fields option is only made available if the Excel with
formatting format option is selected.

If you want these settings to serve as defaults and do not want to be prompted
each time you export a report, you can click the Do not prompt me again check
box. If you select this option, you are not prompted to define the export options
when exporting any report.
11. Click Export.
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
This action exports the report to the appropriate file format within the browser
window. From this window, you can then save a copy of the document in its
exported file format.
The following image shows an example of a grid report exported to Excel with
formatting:
Grid Report Exported to Excel with Formatting
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
Exercises
You should complete all of these exercises in the Pharmacy Analytics / Claims
Reporting Training project.
3.1
Switch Views of a Report
Overview
In this exercise, you will run a report called Drug Cost by Carrier. You can find this
report in the following location: Shared Reports\Training Labs\Your Name\1 - Intro to
MSTR Web\Chapter 3 – Labs. The result set should look like the following:
Drug Cost by Carrier
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Switch the report to Grid and Graph view. The result set should look like the following:
Grid and Graph View
Switch the report to Grid view. The result set should look like the following:
Grid View
Choose to view the report details. You should see that the report is filtered on filled
quarter and carriers. The filled quarter is 1Q09. The carriers are Cooperative, Axis and
Prudent. You can use the instructions below if you want help.
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Detailed Instructions
Run the report
1. On the project home page, click the Shared Reports folder.
2. On the Shared Reports page, click the Training Labs folder.
3. Click Your Name folder.
4. Click 1 – Intro to MSTR Web folder.
5. Click Chapter 3 - Labs folder.
6. Click Drug Cost by Carrier report.
7. Compare your results to the expected report in Graph view in the Overview section
at the beginning of this exercise.
Switch the report to Grid and Graph view
8. On the Home toolbar, click Grid and Graph.
9. Compare your results to the expected report in Grid and Graph view in the Overview
section at the beginning of this exercise.
Switch the report to Grid view
10. On the Home toolbar, click Grid.
11. Compare your results to the expected report in Grid view in the Overview section at
the beginning of this exercise.
12. Click Report Details.
13. In the Report Details pane, you should see that the report is filtered on filled quarter
and carriers. The filled quarter is 1Q09. The carriers are Cooperative, Axis and
Prudent
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3.2
Sort and Drill on a Report
Overview
In this exercise, you will run a report called Amount Paid by Account. You can find this
report in the following location: Shared Reports\Training Labs\Your Name\1 - Intro to
MSTR Web\Chapter 3 – Labs. The first part of the result set should look like the
following:
Amount Paid by Account
S
ort this report by Amount Paid in descending order. The first part of the result set
should look like the following:
Results after Sort
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Use the Undo option to return the report to its original sort order.
Drill down on the Submitted Quarter attribute to the Submitted Month attribute. When
you drill, keep the parent attribute. The result set should look like the following:
Drill from Submitted Quarter to Submitted Month Attribute
You can use the instructions below if you want help.
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Detailed Instructions
Run the report
1. On the project home page, click the Shared Reports folder.
2. On the Shared Reports page, click the Training Labs folder.
3. Click Your Name folder.
4. Click 1 – Intro to MSTR Web folder.
5. Click Chapter 3 - Labs folder.
6. Click Amount Paid by Account report.
7. Click the Run button.
8. Compare your results to the original report in the Overview section at the beginning
of this exercise.
Sort the report data
9. On the Data menu, select Sort.
10. In the Sort window, in the Sort by box, select Amount Paid.
11. Select Descending.
12. Click OK.
13. Compare your results to the sorted report in the Overview section at the beginning of
this exercise.
Return the report to the original sort order
14. On the Tools toolbar, click Undo.
Drill on the report
15. On the Data toolbar, click Drill.
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16. In the Drill pane, in the drop-down list under Submitted Quarter, select Submitted
Month.
17. Ensure the Keep parent while drilling option is selected.
18. Click Apply button.
19. Close the Drill pane by clicking Close (X) in the upper right corner of the pane.
20. Compare your results to the drill report in the Overview section at the beginning of
this exercise.
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3.3
Export a Report to Excel
Overview
In this exercise, you will run a prompted report called Total Amount Paid - Yearly.
Keep the default prompt answers. You can find this report in the following location:
Shared Reports\Training Labs\Your Name\1 - Intro to MSTR Web\Chapter 3 – Labs.
The first part of the result set should look like the following:
Total Amount Paid - Yearly
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This report displays submitted year, account and amount paid. The exported result set
should look like the following:
Exported Results
You can use the instructions below if you want help.
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Detailed Instructions
Run the report
1. On the project home page, click the Shared Reports folder.
2. On the Shared Reports page, click the Training Labs folder.
3. Click Your Name folder.
4. Click 1 – Intro to MSTR Web folder.
5. Click Chapter 3 - Labs folder.
6. Click Total Amount Paid - Yearly report.
7. Click the Run button.
8. Compare your results to the original report in the Overview section at the beginning
of this exercise.
Export the report to Excel
9. On the Home toolbar, click Export.
10. Click the Excel with formatting
11. In the Remove extra column drop down list box, select Yes.
12. Click Export.

This action opens the report as an Excel file in a separate browser window. You
may see a window asking if you want to open or save this file. If so, click Open.
13. Compare your results to the exported document in the Overview section at the
beginning of this exercise.
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3.4
Explore Additional Report Manipulations - Part I
Overview
In this exercise, you will explore additional report manipulations, such as:

Toolbars

Drill on page-by

Export options for Microsoft Excel
Detailed Instructions
1. Go to the Project Home Page
2. Under Create Report, click the Standard Pharmacy Claim Reporting.
3. On the Time Selection Prompt, click Submitted Year -> Submitted Date
4. Click Submitted Quarter
5. Select 1Q09 and move it to the Selected Box.
6. Click Next.
7.
On the Client Selection prompt: Select Carriers: 2536, 2537 and 2538
8. Click Next.
9. On the Attribute Selection prompt - Select the following attributes: Submitted
Quarter, Carrier, Account
10. On the Metric Selection prompt – Select the following metrics: Amount Paid, Drug
Cost, Ingredient Cost and Rx Count
11. Click Run Report.
12. Explore the new toolbars by clicking the Grid menu.
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13. Move the Submitted Quarter attribute to the page by axis
14. Perform a drill page by – Submitted Quarter to Submitted Month
15. On the page-by pane, in the Submitted Month drop-down list, select February.
16. Right-click the Amount Paid header, point to Sort, and select Ascending
17. Right-click Account and point to Drill, and select Group (as shown below):

The drill report should contain 17 rows.
18. Click the Home menu.
19. On the Home toolbar, click Excel to export the results.
20. Select Excel with formatting.
21. If it is not selected already, select the Export Report Title check box.
22. If it not selected already, select the Export Page-By Information check box.
23. Click Export.
24. In the File Download window, click Open.
25. Close the Excel file without saving changes.
26. Close the Export window to return to the report. You can navigate away from the
report, without saving changes.
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
Lesson Summary
In this lesson, you learned the following:

Reports have three possible views: grid, graph, and grid and graph.

You have the ability to view the details for any report, including filter details.

The page-by axis enables a report to be divided into separate pages for viewing
purposes based on an object or multiple objects.

You can view links to related reports whenever you are viewing the results of a
report.

A quick sort enables you to sort by one row or column at a time. An advanced
sort enables you to sort sequentially by up to three rows or columns at a time.

Drilling on a report enables you to view data at different levels than the ones
originally displayed in the result set.

There are four ways to drill on reports:




Drilling on attribute elements
Drilling on attributes
Drilling using the Drill pane
Drilling on page-by

The History List enables you to track reports that you have executed or to which
you have subscribed.

You can print reports using one of two methods:


Using PDF for printing purposes
Printing directly from the Web browser

You have the ability to export reports to PDF format.

You can also export grid reports to Excel, CSV, HTML, and plain text.
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4
Advanced Reporting
Analysis in Online
Reporting
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Lesson Description
This lesson describes advanced manipulation and formatting functions that you can
perform in Online Reporting to conduct more detailed analysis on reports. This lesson
covers such topics as adding and removing report objects, creating view filters, pivoting
report data, performing advanced drilling, saving reports, and a variety of other
manipulations.
Lesson Objectives
After completing this lesson, you will be able to:
Perform advanced analysis of reports, including executing advanced manipulations on
reports and making advanced formatting changes to grid and graph reports.
After completing the topics in this lesson, you will be able to:

Perform advanced manipulations on reports in Online Reporting.

Perform advanced formatting of grid and graph reports in Online Reporting.

The functionality covered in this lesson is available to Web Analyst and Web
Professional users. Web Professional users have additional options available to
them to which Web Analyst users do not have access. For information on functions
that are only available to Web Professional users, see the Online Reporting for
Professionals course.
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Advanced Report Manipulations
After completing this topic, you will be able to:
Perform advanced manipulations on reports in Online Reporting.
Online Reporting provides you with the ability to perform a variety of advanced
manipulations to help you further analyze data. From creating metrics and view filters to
pivoting data and adding subtotals to reports, you will learn how to use advanced
Online Reporting functionality to make analysis easier.
Renaming and Editing Report Objects
You have the ability to rename any report object. When you rename a report object, you
are not changing the actual name of the object in the project. Rather, you are creating
an alias for the object that is local to the report. Instead of displaying the actual name of
the object, the report displays the alias you create. This option is useful if you want to
rename attributes or metrics to better communicate their business purpose in the
environment in which you use them.
To rename an object on a report:
1. Do one of the following:
On the Data toolbar, click Rename/Edit Objects.
OR
On the Data menu, click Rename/Edit Objects.
OR
Right-click the row or column header for the object you want to rename and select
Rename.
2. In the Rename/Edit Objects window, in the Object drop-down list, select the object
you want to rename.

If you opened the Rename/Edit Objects window from the right-click menu, it
should default to the object you want to rename.
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3. In the Name box, type a new name for the object.
4. Click OK.
The following image shows the Rename/Edit Objects window:
Rename/Edit Objects Window
In this report, you are renaming the NDC Drug Name attribute to Drug Name. Again, you
are not changing the actual, saved object name. You are creating an alias that will be
displayed on the report instead of the actual object name.
The following image shows the report after you rename the NDC Drug Name attribute:
Report with NDC Drug Name Attribute Renamed as Sales
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Pivoting Report Data
Data pivoting enables you to change the position of an object on a report. You can move
objects to the rows, columns, or Page-by pane. You can also move objects right and left
in the rows and Page-by pane and up and down in the columns. This option enables
you to quickly and easily rearrange data so that you can view it from multiple
perspectives.
You can pivot report data by using the pivot buttons or the right-click menu or by
dragging and dropping report objects from one part of the template to another.
Depending on how you configure your user preferences, the pivot buttons may not
display by default.
To view the pivot buttons:
1. Do one of the following:
On the Tools toolbar, click Show pivot buttons.
OR
On the Tools menu, select Pivot Buttons.
The following image shows a report with the pivot buttons displayed:
Pivot Buttons
The pivot buttons are displayed under each row and column header.
The following table shows the icon for each pivot button and describes its use:
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Data Pivoting Buttons
Name
Button
Description
Move to rows
Moves the selected object to the rows
Move to
columns
Moves the selected object to the
columns
Move up
Moves the selected object upward in the
columns
Move down
Moves the selected object downward in
the columns
Move left
Moves the selected object left in the
rows or the Page-by pane
Move right
Moves the selected object right in the
rows or the Page-by pane
Page by this
field
Moves the selected object to the
Page-by pane
To pivot data on a report:
Do one of the following:
Click the appropriate pivot button for the object that you want to move.
OR
Right-click the row, column, or page-by header for the object that you want to move,
point to Move, and select the appropriate pivot option.
OR
Select the row, column, or page-by header for the object that you want to move and
drag and drop it onto another part of the report.
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The following image shows the original arrangement of data on a report:
Report Before Pivoting Data
In the report, Submitted Quarter, Carrier and Account are positioned in the rows.
Amount Paid, Drug Cost, Ingredient Cost and Rx Count are positioned in the columns.
No objects exist in the Page-by pane.
The following image shows the same report after pivoting some of the objects:
Report After Pivoting Data
The Submitted Quarter attribute has moved from the rows to the Page-by pane. A few
simple pivots can completely change the look of a report.
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Swapping the Rows and Columns of Reports
Data pivoting enables you to rearrange data by repositioning individual objects.
However, if you want to quickly change the arrangement of data in a report, you can
entirely swap the content of the rows and columns in a report with a single click.
To swap the rows and columns of a report:
1. Do one of the following:
On the Data toolbar, click Swap Rows and Columns.
OR
On the Data menu, select Swap Rows and Columns.
The following image shows the original arrangement of data on a report:
Report Before Swapping Rows and Columns
The Region attributes is in the rows, and the Year attribute and Revenue and Profit
metrics are in the columns. The following image shows the report after you swap the
rows and columns:
Report After Swapping Rows and Columns

The image above displays only part of the result set. You would need to scroll to
the right to view the remaining columns of the report.
The Year attribute displays in the rows, and the Region attribute is in the columns. With
a single click, you have created a whole new arrangement of the data.
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
If one or more attributes are present in the report columns along with metrics,
when you use swap the rows and columns, only the attributes in the column
move to the rows. However, if the report columns contain only metrics, when you
swap rows and columns, the metrics move to the rows.
Performing Advanced Drilling on Reports
As a Web Analyst, you can also perform more advanced drills. While a simple drill
enables you to drill only to directly related attributes in the same hierarchy, advanced
drills enable you to drill to any attribute in any hierarchy.
As with simple drills, you can perform advanced drills using the following methods:

Drilling on attribute elements (by right-clicking elements and using the Drill menu)

Drilling on attributes (by right-clicking attribute headers and using the Drill menu)

Using the Drill pane (by using an advanced option in the Drill pane)
However, when you use the right-click Drill menu, the options include all attributes, not
just those directly related to the attribute on which you are drilling. When you use the
Drill pane, you have an option to access an advanced Drill pane that enables you to drill
to other hierarchies.
The administrator can configure Online Reporting to not allow advanced drilling across
hierarchies. Also, the administrator has the option to configure Online Reporting so that
you can only perform advanced drills using the Drill pane, not the right-click Drill menu.
In addition to advanced drilling on attributes, you also have the ability to drill on
compound metrics, which are metrics that are built using other metrics rather than facts.
If a report contains a compound metric, and the metrics that are used in its definition are
not displayed on the report, you can drill to those underlying metrics.
Performing an Advanced Drill
You are already familiar with the methods that you can use to drill on a report. To
perform advanced drills, you use these same methods. You just have additional options
available to you.
To perform an advanced drill on a report using the right-click Drill menu:
1. Right-click the attribute element name or the attribute header on which you want to
drill, point to Drill, and select the attribute to which you want to drill.
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
The Drill menu option lists the directly related attributes from the same hierarchy
followed by the names of each of the project hierarchies. If you point to the name
of a project hierarchy, you see a list of all of the attributes in that hierarchy.
The following image shows the expanded right-click Drill menu options:
Expanded Right-Click Drill Menu Options
In this report, you are drilling on the Submitted Quarter attribute. The Drill menu displays
not only the list of attributes related to Submitted Quarter, but it also shows all of the
project hierarchies. If you point to a project hierarchy, you can see the list of attributes in
that hierarchy.
You can also perform the same type of drill using the Drill pane. It does require a few
more steps than using the right-click Drill menu, but it also provides access to the Keep
parent attribute option.
To perform an advanced drill on a report using the Drill pane:
1. Do one of the following:
On the Data toolbar, click Drill.
OR
On the Data menu, click Drill.
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
The Drill pane has a More options hyperlink that enables you to access an
advanced Drill pane to drill to attributes in other hierarchies.
2. In the Drill pane, click the More options hyperlink under the attribute on which you
want to drill.
3. In the Drill - Advanced pane, in the To drop-down list, select the hierarchy that
contains the attribute to which you want to drill.
4. In the list, select the attribute to which you want to drill.
5. If you want to retain the parent attribute, ensure the Keep parent while drilling
option is selected.
6. On the report, select the check boxes beside the elements you want to include in the
drill.
7. In the Drill - Advanced pane, click Apply.
The following image shows a report with the Drill - Advanced pane displayed:
Report with Drill - Advanced Pane Displayed

You can return to the simple Drill pane by clicking the Back to simple drill
hyperlink.
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Drilling on Metrics
You also have the ability to drill on a compound metric to view its underlying metrics if
they do not display on the report. The metrics that are used to build compound metrics
are called child metrics.
You can drill on compound metrics using the following methods:

Clicking the hyperlinked metric name—Metrics on which you can drill display
as hyperlinks just like attribute elements on which you can drill.

Right-clicking the metric name and using the Drill menu—This method is the
same as right-clicking an attribute header.

Right-clicking the metrics header and using the Drill menu—This method
enables you to drill from the metrics header down to the child metrics.

Using the Drill pane—This method enables you to use the drill pane to drill down
to the child metrics.
To drill on a compound metric:
Do one of the following:
Click the metric name.
OR
Right-click the metric name, point to Drill, and select the listed child metrics.

When you use this option, you see the child metrics listed by their individual
metric names.
OR
Right-click the Metrics header, point to Drill, and select Child metrics.
OR
Open the Drill pane.
In the Drill pane, under Metrics, in the drop-down list, select Child metrics.
If you want to retain the parent metric, select the Keep parent while drilling option.
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On the report, select the check boxes beside the elements you want to include in the
drill.
In the Drill pane, click Apply.
The following image shows the result after you drill down to the child metrics:
Report After Drilling to Child Metrics
The report displays the Drug Cost metric that has child metrics. They are dispensing fee
and sales tax.
Filtering on Selections in Reports
The Filter on Selections option enables you to easily pare down a result set to just the
data that you are specifically interested in analyzing. Basically, it allows you to select the
data you want to keep in the result set and then removes the rest of the data from the
display.
To filter on selections in a report:
1. Holding the CTRL key, select the attribute elements you want to keep in the result
set.
2. Do one of the following:
On the Data toolbar, click Filter on Selections.
OR
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On the Data menu, select Filter on Selections.

This action opens filters the report with only the selected attribute elements
displayed.
The following image shows a report before filtering on selected attribute elements:
Report Before Filtering on Selected Attribute Elements
The following image shows the report after you filter on selected attribute elements:
Report After Filtering on Selected Attribute Elements
This report shows a filter on carrier = CAR2537 Axis.
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Saving Reports
You have the ability to save reports. If you execute a predefined report, perform some
manipulations, and change the formatting, you may then want to save the modified
report in your My Reports folder.


Generally, Online Reporting users cannot save reports to the public folders.
Web Analyst users also have the option to save documents. However, only Web
Professional users can make changes to documents. As a result, the value in
saving a document is limited for a Web Analyst user, so this function is covered
in a separate topic.
Saving Prompted Reports
If you are saving a prompted report, the save process contains a few additional steps.
When you save a prompted report, you have a variety of options that enable you do the
following:
Save the report as static or prompted.
If you save a report as prompted, choose which prompts to keep
If you save a report as prompted, choose whether to keep your answers as the
default answers
When you save a prompted report, you go through all of the same initial steps as for
saving a static report, but in the Save As window, you are presented with advanced
save options that are specific to prompted reports.
To save a prompted report:
1. Open the Save As window.
2. In the Save As window, select the folder in which you want to save the report and
enter a name and description for the report.

As with static reports, you can also create new folders in which you can save
reports.
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3. If you want to save the report as a prompted report, select the Keep report
prompted check box.
4. If you want to define additional prompt save options, click the Advanced Options
hyperlink.
The Advanced Options window opens. You are presented with the following options:

Save report as static—Selecting this option clears the Keep report prompted
check box in the Save As window. This option removes all prompts. Your
answers to the prompts become a permanent part of the report’s definition.

Save report as prompted—Selecting this option retains the prompts in a report.





Only filter will be prompted—Selecting this option retains only prompts
that are placed in the filter of the report. All prompts in the template are
removed.
Only template will be prompted—Selecting this option retains only
prompts that are placed in the template of the report. All prompts in the
filter are removed.
Filter and template will be prompted—Selecting this option retains
prompts in both the template and filter.
Set the current prompt answers to be the default prompt answers—
Selecting this option makes your prompt answers the default answers the
next time you run the report.
Keep filter modifications (unanswered filter prompts will be lost)—
Selecting this option saves any changes you make to the report filter in the
report definition. It also removes all optional filter prompts that you chose
not to answer when you ran the report.
5. In the Advanced Options window, select the options you want to use in saving the
report.
6. Click OK.
7. In the Save As window, click OK.
8. In the Report Saved message window, click Return to original report or Run
newly saved report.
When you run a prompted report that you have saved, you should see the prompt
behavior work according to the options you selected.
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After running the report and making changes to it, you decide to save it as a prompted
report. The following image shows the Advanced Options window:
Advanced Options Window
In this example, you are choosing the following options:

Save the report as prompted

Choose to keep only the prompts in the filter (this report does not have any
template prompts)

Choose to replace the original default prompt answers with your own answers
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Adding Reports to the History List
In addition to subscribing to reports and using the History List to retrieve the results of
reports and documents that you have scheduled to run automatically, you also have the
option to manually add reports and documents to your History List. You can add them
from the wait page as they are executing, or you can add them when you are viewing
the result.
To manually add a report or document to your History List from the wait page:
1. Run the report or document.
2. On the wait page, click the Add to my History List hyperlink.

For more information on the wait page, see Lesson 2, Using the Online Reporting
Interface.
The report or document will continue to execute, but you can perform other functions in
Online Reporting while it runs. You can check your History List periodically to view the
status of its execution. When the results are ready, you can retrieve them from your
History List.
To manually add a report or document to your History List after it is finished
executing:
While viewing the report or document, on the Home menu, select Add to History List.
You will see a message displayed above the report or document that it has been added
to your History List. If you want to access the results at a later point, rather than reexecuting the report or document, you can retrieve the cached results directly from your
History List.
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
Exercises
You should complete all of these exercises in the Pharmacy Analytics / Claims
Reporting Training project.
4.1
Manipulate and Save a Report
Overview
In this exercise, you will run a prompted report called Monthly Amount Paid and Cost
by Account. For the all prompts, keep the default answers. You can find this report in
the following location: Shared Reports\Training Labs\Your Name\1 - Intro to MSTR
Web\Chapter 4 – Labs. The first part of the result set should look like the following:
Monthly Amount Paid and Cost by Account
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Switch the autostyle for the report to Accounting. Add Total subtotals and grand totals
to the report. The first part of the result set should look like the following:
Monthly Amount Paid and Cost by Account
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Save this report in your Chapter 4 Labs folder. Save the report as prompted, choosing
to make your prompt answers the default answers. You should name the report My
Monthly Paid and Cost Report.
You can use the instructions below if you want help.
Detailed Instructions
Run the report
1. On the project home page, click the Shared Reports folder.
2. On the Shared Reports page, click the Training Labs folder.
3. Click Your Name folder.
4. Click 1 – Intro to MSTR Web folder.
5. Click Chapter 4 - Labs folder.
6. Click Monthly Amount Paid and Cost by Account report.
7. Click the Run button.
8. Compare your results to the original report in the Overview section at the beginning
of this exercise.
Switch the autostyle of the report
9. On the Grid toolbar, in the drop-down list, change the autostyle for the report to
Accounting.
Add totals to the report
10. On the Data toolbar, click Edit Totals.
11. In the Totals window, for Totals, select All Subtotals. This action also automatically
selects the Grand totals option.
12. Click OK.
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13. Compare your results to the second modification of the report in the Overview
section at the beginning of this exercise.
Save the report
14. On the toolbar, click Save.
15. In the Save As window, in the Save in drop-down list, select the Chapter 4 – Labs
folder.

This action creates the folder and automatically opens it in the Save As window
as the default location for saving the report.
16. In the Save As window, in the Name box, type My Monthly Amount Paid and Cost
Report.
17. Make sure the Keep report prompted option is selected.
18. Click OK.

You should see a Report Saved confirmation window. You do not need to run
the report. You can begin the next exercise directly from this page.
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4.2
Pivot and Drill on a Report
Overview
In this exercise, you will run a prompted report called Monthly Amount Paid and Cost
by Account. For the all prompts, keep the default answers. You can find this report in
the following location: Shared Reports\Training Labs\Your Name\1 - Intro to MSTR
Web\Chapter 4 – Labs. The first part of the result set should look like the following:
Monthly Amount Paid and Cost by Account
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Pivot the report data, moving the Submitted Month attribute to the columns. The first
part of the result set should look like the following:
Report with Submitted Month to Columns
Swap the rows and columns of the report to see a different perspective on the data.
Perform this again to return to the original view.
Move the Submitted Month attribute to the Page-by pane. The result set should look
like the following:
Report with Submitted Month to Page-By
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Drill on the entire report from the Account attribute to the Group attribute. The first part
of the result set should look like the following:
Report with Drill to Group
Save this report in your Chapter 4 – Labs folder under the Shared Reports folder. You
should name the report Revised Monthly Amount Paid and Cost by Account.
You can use the instructions below if you want help.
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Detailed Instructions
Run the report
1. On the project home page, click the Shared Reports folder.
2. On the Shared Reports page, click the Training Labs folder.
3. Click Your Name folder.
4. Click 1 – Intro to MSTR Web folder.
5. Click Chapter 4 - Labs folder.
6. Click Monthly Amount Paid and Cost by Account report.
7. Click the Run button.
8. Compare your results to the original report in the Overview section at the beginning
of this exercise.
Pivot data on the report
9. Right-click the Submitted Month row header, point to Move, and select To
Columns.
10. Compare your results to the first modification of the report in the Overview section at
the beginning of this exercise.
Move the Submitted Month attribute to the Page-by pane on the report
11. In the report, select the Submitted Month column header, point to Move, and select
To Page-by Axis.
12. Compare your results to the second modification of the report in the Overview
section at the beginning of this exercise.
Drill on the report from Attribute Element
13. In the report, right-click the ASC attribute element header, point to Drill, point to
Group.

If the Online Reporting project in which you are working is not configured to
display advanced drill options on the right-click menu, you need to use the Drill pane to
complete this step.
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14. Compare your results to the third modification of the report in the Overview section
at the beginning of this exercise.
Save the report
15. On the toolbar, click Save.
16. In the Save As window, in the Save in drop-down list, select the Shared Reports
folder.
17. Click the Your Name folder.
18. Click 1 – Intro to MSTR Web folder.
19. Click Chapter 4 - Labs folder
20. In the Name box, type Revised Monthly Amount Paid and Cost by Account.
21. Click OK.

You should see a Report Saved confirmation window. You do not need to run
the report. You can begin the next exercise directly from this page.
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V
Lesson Summary
In this lesson, you learned:

You can perform advanced report manipulations in Online Reporting, including
the following:











Viewing report details
Viewing view filters for reports
Adding view filters to reports
Adding and removing report objects
Renaming and editing report objects
Pivoting report data
Swapping the rows and columns of reports
Advanced drilling on reports
Filtering on selections in reports
Saving reports
Adding reports to the History List
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5
Basic Report Creation in
Online Reporting using
Report Builders
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Lesson Description
This lesson introduces you to basic report creation functionality in Online Reporting using
Report Builders. You will learn how to use the report builders to create new reports of your
own.
Lesson Objectives
After completing this lesson, you will be able to:
Create your own reports in Online Reporting using report builders.
After completing the topics in this lesson, you will be able to:
Create reports in Online Reporting using the report builders.
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Creating Reports using Report Builders
After completing this topic, you will be able to:
Use Report Builder to create your own reports in Online Reporting.
You can create your own reports in Online Reporting using prompted predesigned
reports. A prompted predesigned report contains prompts that enable you to build the
template and filter content for the report.
To access these predesigned reports, you need to use the links within the Create
Report folder. You can access this option from the Online Reporting project home page,
from a report page (when viewing any report), or from the top of any Web page using
the navigation toolbar.
What are the four types of Report Builders used to create reports?
The Pharmacy Analytics / Claims Reporting Projects in Online Reporting expand the
flexible reporting capabilities for claims originating in the RxCLAIM system. Claim
activity is captured at the sequence level, allowing users to see all paid, reversal, and
reject events for all claims.
Two different Projects exist – Monthly and Daily. The monthly version will contain the
last thirteen rolling quarters of claims history while the daily will keeps the last four
rolling months of claim activity. Daily contains most of the attribute and metrics
available in the monthly version. The monthly version contains additional fields based
on monthly member counting and formulary tagging processes. Both versions contain
demographic data for members, pharmacies, and prescribers. Both versions also
include metrics for paid, reversed and rejected claims.
Users can create their own adhoc reports and save them in either the My Reports /
Shared Reports folder.
Four different reporting builders have been created to address different reporting needs:
1. Last Instance Pharmacy Claim Reporting (LPCR)
The standard report builder contains most attributes and metrics and adds several new
reporting concepts (“clean”, “resubmitted” and “reprocessed” claims). Each claim is
summarized using the last submission event (“last instance" only).
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Report Examples:




Claim detail by any dimension (Client, Member, Prescriber, Pharmacy
etc.)
Claim utilization reporting by Drug, Pharmacy, Prescriber, Client,
Member, etc.
Claim resubmission and reprocessing reporting
Key rejection code reporting (PA, ST, QL, etc)
2. Standard Pharmacy Claim Reporting (SPCR)
The most detailed report builder where the user wants to see all submission events
(sequences) in each claim including rejections, reversals, and paid sequences
Report Examples:



Full claim detail reporting where claim sequence level data is needed
All reports previously accomplished using the previous "Alpha Report
Builder"
When in doubt, use this report builder first
3. Client Pharmacy Claim Summary Reporting (CPCSR)
This is a specialized high-performance report builder where claims are aggregated at
the Client level. Client utilization is summarized using a limited set of the most
commonly used attributes and metrics.
Report Examples:

Claim summary or detail by any Client-related field (Super Carrier,
Carrier, Account, Group, Contract, PBP, Client Type, Line of Business,
Product Type)
4. Member Pharmacy Claim Summary Reporting (MPCSR)
This is a specialized high-performance report builder where claims are aggregated at
the Member level. Member utilization is summarized using a limited set of the most
commonly used attributes and metrics specifically for member reporting.
Report Examples:



Claim summary reporting at the Member level
Member summary report by Client
Member summary by any Member-related field (sex, age, region,
eligibility, copay category, etc)
 Top N Member Report by Ingredient Cost, Plan Pay or Rx Count
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Prompts within the Report Builder
Each Report Builder has required and non-required prompts that need to be satisfied in
order for the report to execute. The prompts control what attributes and metrics will
appear on the report as well as filters for the time period and clients. The Report Builder
presents you with the following prompts:

Time Selection - Enables you to select the time period or range to apply to the
data shown on your report.

Client Selection - Enables you to select the clients you want shown on your
report.

Attribute Selection —Enables you to select the attributes that you want to
include on the template

Metric Selection—Enables you to select the metrics that you want to include on
the template

Metric Qualification—Enables you to select any metrics on which you want to
qualify in the filter

Select Additional Criteria – Enables you to select any attributes on which you
want to qualify in the filter.
Time Selection
Every report builder or template will require a time selection. Claim data is returned
based on whether the time period selected matches the data on the claim. For claims,
the submitted date or the filled date is used for time criteria.
Time is set up in a hierarchical fashion, going from year to quarter, quarter to month,
and month to date.
To select by submitted year, left-click on “submitted year” to reveal the years available.
Before left-click:
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After left-click:
Click the -> button to select:
Submitted Year = 2009 has been selected. Multiple selections can be made at the
same time.
You can also left-click on underlined fields to drill for subcategories. Years can be
drilled to quarters and months, quarters to months, and months to days. Left-clicking on
2010 reveals the following:
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Left-clicking on “Submitted Quarter” reveals the quarters included:
This shows first quarter 2009, second quarter 2009, third quarter 2009 and fourth
quarter 2009.
Client Selection
At Prescription Solutions, the concept of Client is provided using a three tier set of
identifiers referred to as the CAG Structure; Carrier, Account, and Group. A Client
could be a single or group of Carriers, or a single or group of Accounts. The three tier
structure allows each client to break out their covered members in a logical way, such
as for reporting or billing purposes.
Finally, Carriers are grouped into major categories called Super Carriers that contain
Carriers that share the same characteristics such as “All Part D Carriers” or “All
Commercial Carriers”. The Super Carrier entity exists simply to make it easier to make
bulk Carrier choices when creating reports.
An example of the relationship between these client entities could be illustrated as
follows:
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Every client MUST have at least one Carrier, one Account, and one Group. Accounts
must belong to only one Carrier; Groups must belong to only one Account. Super
Carrier is optional. Also, Carriers can belong to more than one Super Carrier.
Additional client concepts have been introduced to enhance client reporting even
further. The following entities have been created at the Account level to perform logical
groupings between different clients:
When selecting the Client to be reported on Client Selection screen, there are many
several options to consider. The most basic selection would likely be a single Carrier or
a few Carriers. This can be done by left-clicking Carrier to see the available choices,
then selecting the Carriers needed.
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Left-click on Carrier reveals the available choices:
Both Account and Group options are available. We want to select Account (left-click).
We can then choose from the available Accounts displayed.
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Attribute Selection
The term “Attributes” simply refers to the non-numeric fields you want on the report.
You can select them directly from the list provided, or you can use the Search function
to narrow the displayed options.
Claim Number and Claim Status have been selected below:
To gain additional assistance on the meaning of each attribute, see Appendix A Attribute Definitions.
To see what attributes are included in each builder, see Appendix B - Attribute Inclusion
Matrix.
Metric Selection
The term “Metrics” simply refers to the numeric fields you want on the report. You can
select them directly from the list provided, or you can use the Search function to narrow
the displayed options
Amount Paid and Copay / Rx have been selected below:
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To gain additional assistance on the meaning of each metric, see Appendix C - Metric
Definitions.
To see what metrics are included in each builder, see Appendix D - Metric Inclusion
Matrix.
Metric Qualification
Metric qualification allows the user to narrow results to only include data of interest. A
Prescriber report that includes the Rx Count and Amount Paid metrics can show the top
Prescribers when the thousands of records are sorted. More powerful, however, is
qualifying a metric to limit the results to what you want to see.
In the following example only the top 100 results will be shown based on highest Rx
Count:
Select “Rx Count” in the Metric Qualification screen:
Select Additional Criteria
Additional filtering can be applied to attributes. This is accomplished using the Select
Additional Criteria screen. In this screen attributes are logically grouped together in
hierarchical folders. If a report needed to be run only for a specific Pharmacy, we could
select the “Pharmacy” folder to reveal our choices:
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Selecting “Pharmacy NPI” would let us select from a list of NPIs:
From here it would likely be best to use the Search function to isolate the correct
Pharmacy NPI.
Creating a Report with the Report Builder
Now that you understand how to use some of its prompt features, you are ready to learn
how to create a report with the Report Builder.
To create a report using the Report Builder:
Selecting the template content
1. On the Create Report page, click Standard Pharmacy Claim Reporting (SPCR).
This action opens a prompt page that presents seven prompts. They are: Time
Selection, Client Selection, Attribute Selection, Metric Selection, Metric
Qualification, and two Select Additional Criteria. You are only required to answer the
first four prompts. All prompts permit multiple selections.
2. On the Time Selection prompt page, for the first attribute prompt, in the Available
list, select Filled Year -> Filled Date hierarchy.
3. Click Filled Quarter.
4. Select 2Q09 - Click Add
to add the attributes to the Selected list.
5. Click Next
6. On the Client Selection prompt page, click Carrier hyperlink.
7. Select CAR2537:AXIS - Click Add
to add the attributes to the Selected list.
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8. On the Attribute Selection prompt page, enter Submitted Month in the Search
box. Click
9. Select Submitted Month
10. Click Add
to add the attributes to the Selected list.
11. Enter Account in the Search box. Click
12. Select Account
13. Click Add
to add the attributes to the Selected list.
14. Click Next
15. Select Amount Paid - Click Add
to add the attributes to the Selected list.
16. Click Run Report
The report executes using the template objects and filter conditions that you selected in
the prompts. The following image displays the report result:
Standard Pharmacy Claim Reporting (SPCR)
The report displays the attributes and metrics that you selected. You can save this
report to your My Reports folder so that you can rerun it any time.
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
Exercises
You should complete all of these exercises in the Pharmacy Analytics/Claims Training
project.
5.1
Create a Report Using the Report Builder
Overview
In this exercise, you will create a report using the Report Builder. This report should
contain the following objects on the template: Claim Number, Member ID, Member Name,
NDC Drug Name, Drug Cost Last Instance, Copay Last Instance, Amount Paid Last Instance,
Days Supply Last Instance, Drug Quantity - Last Instance. The report should be filtered to
only include data for March 2010 and Carrier = Axis. Save this report as Member
Claim Report to the following location: Shared Reports\Training Labs\Your Name\1 Intro to MSTR Web\Chapter 5 – Labs. The following image shows the report result:
Report Builder Result

The image above displays only part of the result set. You can use the instructions
below if you want help. The total row count should equal 20,797.
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Detailed Instructions
1. On the Create Report page, click Last Instance Pharmacy Claim Reporting
(LPCR).
2. On the Time Selection prompt page, for the first attribute prompt, in the Available
list, select Submitted Year -> Submitted Date hierarchy.
3. Click Submitted Month.
4. Select March 2010 - Click Add
to add the attributes to the Selected list.
5. Click Next
6. On the Client Selection prompt page, click Carrier hyperlink.
7. Select CAR2537:AXIS - Click Add
to add the attributes to the Selected list.
8. On the Attribute Selection prompt page, enter Claim Number in the Search box.
Click
9. Select Claim Number
10. Click Add
to add the attributes to the Selected list.
11. Enter Member ID in the Search box. Click
12. Select Member ID
13. Click Add
to add the attributes to the Selected list.
14. Enter Member Name in the Search box. Click
15. Select Member Name
16. Click Add
to add the attributes to the Selected list.
17. Enter NDC Drug Name in the Search box. Click
18. Select NDC Drug Name
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19. Click Add
to add the attributes to the Selected list.
20. Click Next to go to the Metric Selection.
21. Enter Drug Cost - Last Instance in the Search box. Click
22. Select Drug Cost - Last Instance
23. Click Add
to add the metric to the Selected list.
24. Enter Copay - Last Instance in the Search box. Click
25. Select Copay - Last Instance
26. Click Add
to add the metric to the Selected list.
27. Enter Amount Paid - Last Instance in the Search box. Click
28. Select Amount Paid - Last Instance
29. Click Add
to add the metric to the Selected list.
30. Enter Days Supply – Last Instance in the Search box. Click
31. Select Days Supply – Last Instance
32. Click Add
to add the metric to the Selected list.
33. Enter Drug Quantity – Last Instance in the Search box. Click
34. Select Drug Quantity – Last Instance
35. Click Add
to add the metric to the Selected list.
36. Click Run Report
37. Compare your results to the report above at the beginning of the exercise. Number
of rows should equal 20,797
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Save the report
38. Click Save.
39. In the Save As window, in the Save in drop-down list, select the Shared Reports
folder.
40. Click the Training Labs folder.
41. Click the Your Name folder.
42. Click 1 – Intro to MSTR Web folder.
43. Click the Chapter 5 - Labs folder.
44. In the Name box, type Member Claim Report.
45. Clear the Keep report prompted check box.
46. Click OK.

You should see a Report Saved confirmation window. You do not need to run
the report. You can begin the next exercise directly from this page.
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V

Lesson Summary
In this lesson, you learned:

You can create reports in Online Reporting using predesigned report builders.
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A
Attribute and Metric
Definitions
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Appendix Description
This appendix provides information on attribute and metric definitions used in reports.
Appendix A – Attribute Definitions
Naming Conventions
As part of the Enterprise Data Model Project, the Prescription Solutions Data Warehouse created
naming conventions for some attributes in order to provide maximum flexibility with minimal
confusion. Many fields are similar in description but can mean different things, especially when it
comes to reporting. In an ad hoc reporting tool, it can save time if users know what to expect
from each field before the report is run. So we have created the following attribute naming
conventions:
“(Part D)”
Attributes ending with “(Part D)” contain data for Part D members only. This field will be null for
members enrolled in commercial plans.
“(Current)”
Attributes ending with “(Current)” contain the last known value for a given field. This can be
useful for certain fields that may change over time, like the member’s subsidy level or copay
category.
“(MKTG)”
Attributes ending with “(MKTG)” contain member demographic data that may have been revised
through additional processing performed for the RxSol Marketing Team. The goal of the
additional processing is to obtain the absolute latest mailing information for each member so that
mail-based marketing campaigns are as efficient as possible.
“(Rejected)”
These are fields that are present or apply to rejected claims only.
“(Last)”
Because Pharmacy Analytics is now capturing data at the sequence level and the “Standard”
builders only capture the last claim event, (Last) indicates the data present in the latest event
record only.
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Attribute Name
Attribute Description
Display Logic
Account
Account represents the first client (carrier) subcategory,
usually indicating the different lines of business or
product types with a particular carrier (client). For Part D
clients, the account can also indicate the PBP region.
ID + Description
Admin Route
Short for "Route of Administration". Indicates how the
medication’s dosage form is administered (IJ =injection,
IN = inhalation, etc.).
Text
Affiliation Code
Pharmacy affiliation code for chain pharmacies or PSAOs
(Pharmacy Services Administrative Organization) (i.e. Walgreen, McKesson, independent, etc).
Text
AHFS Therapeutic Class
Therapeutic drug class (i.e. Antihistamines, Antibiotics,
etc.)
Text
Alternative Drug
The most cost effective drug as compared to the selected
target drug. This attribute is maintained in a customized
table.
Text
AWP Unit Cost
Average Wholesale Price (AWP) is the average of the
prices charged by unit by the National Drug Wholesaler
for a given product.
Carrier
Claim Number
Claim Sequence Number
Claim Status
Client Benefit Code
Client Code (Oracle)
Client Product Code
Client Rider Code
Client Type
Client Type Description
Compound Code
Carrier is the highest level client identifier. Each carrier
can have one or more accounts
The claim number assigned to a transaction via RxCLAIM
System.
The sequential counting mechanism that tracks each
claim submission event. (1 = the first event, 2 = the
second, and so on.)
Code indicating paid, rejected or reversed. (P, R, X)
This is the client’s plan code as indicated by the client.
The client code from the Oracle Financial System to
indicate each Carrier/Account combination
Client-specific plan or benefit code
Additional code provided by the client to indicate the plan
benefit rider. Riders are provisions in a plan benefit that
allows for amendments to its terms and/or coverage.
Assigned to each client at the account level, Client Type
indicates the functional category for each account.
Examples: “MCO”, “Individual”, “Employer”.
Description of Client Type
Code indicating whether a medication is compound (1 =
not a compound, 2 = compound).
Contract ID (Part D)
The Contract ID is a unique identifier assigned by CMS to
the plan sponsor for the Part D plan in their approved
bid. The contract ID is a 5-digit code, the first digit is a
letter (S for PDP, H for MAPD, R for retiree subsidy)
followed by four numbers.
Copay Category (Part D)
Copay Effective Date (Part
D)
Part D member copay level 0,1,2,3,4
The date on which a member’s Copay Category becomes
effective
Decimal(3)
ID + Description
Text
Whole Number
Text
Text
Text
Text
Text
ID + Description
Text
Text
Text
Text
mm/dd/ccyy
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Attribute Name
Cost Type
Cost Type Unit Cost
Coverage Type (Part D)
DAW Code
Days of Supply
DEA Code
Dosage Form
Drug Maintenance Code
Drug Manufacturer
Drug Metric Strength
Drug Strength Unit of
Measure
DUR Flag
DUR Key
Enrollment Source Code
(Part D)
Filled Date
Filled Month
Filled Quarter
Filled Year
Formulary Flag
Formulary ID
Formulary ID (Part D)
Generic Indicator
GPI Generic Name
GPI Label Name
GPI Major Drug Group
Attribute Description
Indicates how the paid transaction was calculated.
(MAC11, AWP, etc.)
This is the unit cost based on the cost type (cost/oz,
cost/lb, cost/ml).
Coverage Type is either Blank or “Y”
Dispense As Written code designated by the Pharmacy’s
online transaction (0-9).
Indicates the days supply of medication that was
processed or received.
Identifies federally controlled substances (1 – 5
depending on abuse potential).
Indicates the form of the medication (i.e. capsule, syrup,
tablet, etc.)
Display Logic
Text
Text
Text
Numeric
Numeric
Numeric
Text
Signifies if a specific drug product is to be considered a
maintenance medication rather than something for a
single treatment use.
Indicates the company that supplies the drug.
The number value of strength (or concentration) of a
product when defined in metric weight units (i.e. 10, 20
30 etc).
Text
Text
Numeric
The metric unit of measure of the strength, usually
grams, milligrams.
Indicates whether the member is under the Drug
Utilization Review process
Text
Text
Currently used for internal (RxSol) wrap files, only – CAG
definition for secondary coverage. Created from the field
on the Primary Eligibility file feed.
Single byte field for the source of the enrollment; values
are:
Indicates the date the claim was filled by the pharmacy.
Indicates the month the claim was filled by the pharmacy.
Indicates the quarter the claim was filled by the
pharmacy.
Indicates the year the claim was filled by the pharmacy.
Indicates the client formulary status of a drug (Yes =
Formulary, No = Not Formulary)
Indicates code assigned if medication is covered or not.
(N = No, Y = Yes and Z = Unknown)
The identifier for the list of plan-approved drugs.
Text
Text
Date
Date (Month)
Date (Quarter)
Date (Year)
Text
Text
ID + Description
Identifies code assigned if medication is considered
generic, brand, or multi-source (N = single source
product, M = drug that is co-licensed and not available as
generic, O = original product available from multiple
manufacturers, Y = drug available from
Text
The generic drug name associated with the GPI number.
The generic name, dosage form, and strength of the
indicated GPI number.
The name of a drug group indicated (i.e.
Text
Text
Text
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Attribute Name
GPI Number (10 Digit)
GPI Number (12 Digit)
GPI Number (14 Digit)
GPI Number (2 Digit)
GPI Number (4 Digit)
GPI Number (6 Digit)
GPI Number (8 Digit)
GPI Therapeutic Class
Name
Attribute Description
Gastrointestinal).
The first 10 digits of a GPI number.
The first 12 digits of a GPI number.
The full 14 digits of a GPI number.
The first 2 digits of a GPI number.
The first 4 digits of a GPI number.
The first 6 digits of a GPI number.
The first 8 digits of a GPI number.
The therapeutic class name of a drug. When displaying
this attribute on a report you will see the following: GPI
Number (4 Digit), GPI Therapeutic Class Name
Display Logic
Numeric (10)
Numeric (12)
Numeric (14)
Numeric (2)
Numeric (4)
Numeric (6)
Numeric (8)
Text
GPI Therapeutic Group
Name
The therapeutic group name of a drug. When displaying
this attribute on a report you will see the following: GPI
Number (2 Digit), GPI Therapeutic Group Name
Text
GPI Therapeutic Subclass
Name
The therapeutic sub class name of a drug. When
displaying this attribute on a report you will see the
following: GPI Number (6 Digit), GPI Therapeutic
Subclass Name
Text
Group
Group Effective Date
Group Effective Date
(Current)
Group Termination Date
Group Termination Date
(Current)
Employer Group to which members belong. Group
represents the 2nd client subcategory under account
The effective date for the employer group.
ID + Description
mm/dd/ccyy
The effective date for the employer group.
mm/dd/ccyy
The termination date for the employer group.
mm/dd/ccyy
The termination date for the employer group.
mm/dd/ccyy
Individual ID (MKTG)
ID that uniquely identifies a member across different
Carrier-Account-Group-Member ID combinations. This
ID is generated through data processes used by the
Marketing team.
Text
Injectable Indicator
Used to identify claims that have been flagged as part of
the Injectable program.
Text
Line of Business
Indicates the business segment to which the client
belongs. Part D, MAPD, and Commercial are some basic
examples. Lines of Business may be further broken
down into internal vs. external.
Mail Service Indicator
Indicates whether the claim was filled at retail or mail
service facility.
Medical Group
Collection of medical personnel under one primary group.
When displaying this attribute on a report you will see the
following: Medical Group ID, Medical Group Description
Member Address
The member’s physical home address.
Member Address - Full
The most recent member address from the eligibility data.
When displaying this attribute on a report you will see the
following: Address, City, State, Zip
ID + Description
Text
ID + Description
Address 1 + Address
2
Address 1 + Address
2 + City + State +
Zip(9)
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Attribute Name
Member Address - Full
(MKTG)
Member Address (MKTG)
Member Address (MKTG)
Member Address 1
Member Address 1 (MKTG)
Member Address 2
Member Address 2 (MKTG)
Member Address
(Extended, MKTG)
Member Age
Member Age Band
(HEDIS)
Member Alternate
Insurance Flag
Member Alternate
Insurance ID
Member Alternate
Insurance Member ID
Member Benefit Reset
Date
Member City
Member City (MKTG)
Member Country
Member Country (MKTG)
Member Current PID
Member Date of Birth
Member Date Of Birth
(MKTG)
Member DOB
Member DOB (MKTG)
Member Eligibility
Maximum End Date
Member Eligibility Minimum
Begin Date
Member Eligibility Original
Effective Date
Member Eligibility
Sequence Number
Member Eligibility Status
Attribute Description
Display Logic
The most recent member address from the eligibility data.
When displaying this attribute on a report you will see the
following: Address, City, State, Zip
Address 1 + Address
2 + City + State +
Zip(9)
This member field may have been improved by Marketing
data processes.
The member’s physical home address – Marketing data
processes may have improved this field.
The member’s physical home address – Line 1.
The member’s physical home address – Line 1.
Marketing data processes may have improved this field.
Member Address Line 2
The member’s physical home address – Line 2.
Marketing data processes may have improved this field.
This member field may have been improved by Marketing
data processes.
The member’s calculated whole number age as of the
last data load.
Nationally recognized categorization of member age
groups.
Indicates whether the member has another insurance in
their member profile
Text
Address 1 + Address
2
Text
Text
Text
Text
Text
Text, whole number
Code + Description
Text
The member’s other insurance identifier
Text
The member’s subscriber id for the alternate insurance
plan
The date on which a member’s plan benefits were
changed or reset.
The member’s physical home address – City
The member’s physical home address – City
The member’s physical home address – Country
The member’s physical home address – Country
Unique member ID provided by Marketing
The most recent Member date of birth
This member field may have been improved by Marketing
data processes.
Date of Birth
Date of Birth
The latest date on which a member was eligible for a plan
benefit.
The earliest date on which a member became eligible for
a plan benefit.
When a member eligibility record is overwritten, this is the
previous start date for that member.
Text
mm/dd/ccyy
Text
Text
Text
Text
Text
Date
Text
mm/dd/ccyy
mm/dd/ccyy
mm/dd/ccyy
mm/dd/ccyy
mm/dd/ccyy
This is for all values of the member eligibility record
counter mechanism for distinguishing member eligibility
history.
Status Indicator - Active or Inactive.
Text
Text
_______________________________________________________________________
© 2011 Prescription Solutions
164
Attribute Name
Member Eligibility
Termination Date
Member Email Address
(MKTG)
Member Email ID (MKTG)
Member Family Flag
Member Family ID
Member Family Type
Member First Name
Member Full Name
(MKTG)
Member Gender
Member Gender (MKTG)
Member HIC (Part D)
Member ID
Member Language Code
Member Last Name
Member Middle Initial
Member Multiple Birth
Number
Member Name Prefix
(MKTG)
Member Name Suffix
(MKTG)
Attribute Description
The date on which the member’s plan benefit ends or
ceases to be in effect.
Display Logic
mm/dd/ccyy
The member’s electronic email address.
Text
This member field may have been improved by Marketing
data processes.
Indicates where the member has enrolled dependents.
Family identifier when the cardholder has dependents.
Categorizes the family when the member has enrolled
dependents. Codes exist for Individual, individual +
spouse, individual + spouse + children, etc.
Member First Name
This member field may have been improved by Marketing
data processes.
Member gender or sex – Male or Female (M or F)
This member field may have been improved by Marketing
data processes.
Unique identifier for Part D members, maintained by CMS
Text
Text
Text
Text
Text
Text
Text
Text
Text
The code assigned to each member that uniquely
identifies that member within each carrier-account-group
combination. Member IDs may not be completely unique,
but they are unique within each CAG combination. This
field might otherwise be known as subscriber number.
Text
The member’s preferred spoken language.
Member Last Name
Member Middle Initial
Number assign to twins/triplets etc to further identify
dependents with the same date of birth.
This member field may have been improved by Marketing
data processes.
This member field may have been improved by Marketing
data processes.
A set of codes that indicate whether the member is the
cardholder/employee or the spouse or a child dependent.
Member’s phone number to be used first.
Text
Text
Text
Member’s phone number to be used first.
Text
Member’s phone number to be used if the primary fails.
Text
Member SSN
Member’s Social Security Number
Text
Member State
Member State (MKTG)
The member’s physical home address – State
The member’s physical home address – State
1=Dependent Parent; 2=Disabled Dependent; 3=Spousal
Equivalent; 4=Student; 5=Non-Student Dependent;
6=COBRA; 7=COBRA
Text
Text
Member Person Code
Member Primary Phone
Member Primary Phone
(MKTG)
Member Secondary Phone
(MKTG)
Member Type
Text
Text
Text
Text
Text
Text
_______________________________________________________________________
© 2011 Prescription Solutions
165
Attribute Name
Member Zip Code (2-digit)
Member Zip Code (4-digit)
Member Zip Code (4-digit)
(MKTG)
Member Zip Code (5-digit)
Member Zip Code (6-digit)
(MKTG)
Member ZIP4 (MKTG)
Member ZIP6 (MKTG)
Attribute Description
Display Logic
The member’s physical home address – Zip Code (2digit)
Text
The member’s physical home address – Zip Code (4digit)
The member’s physical home address – Zip Code (4digit)
The member’s physical home address – Zip Code (5digit)
The member’s physical home address – Zip Code (6digit)
This member field may have been improved by Marketing
data processes.
This member field may have been improved by Marketing
data processes.
Text
Text
Text
Text
Text
Text
Message 1 (Rejected)
Additional text provided to provide claim level notes.
Text
Message 2 (Rejected)
Message 3 (Rejected)
Additional text provided to provide claim level notes.
Additional text provided to provide claim level notes.
The short form (name only) of the label name associated
with the eleven digit NDC number.
The label name of the eleven digit NDC number, which
includes strength and form.
The first five digits of an NDC number indicating the drug
manufacturer or labeler.
Text
Text
NDC Number (11 Digit)
The first eleven digits of an NDC number.
Text
NDC Number (9 Digit)
The first nine digits of an NDC number.
The last two digits of an NDC number indicating the drug
package size.
The middle four digits (digits 6 to 9) of an NDC number
indicating the drug name and strength.
Indicates the Rx or OTC status of a drug and whether it is
single or multi source.
The Part D plan identifier indicating different physical
regions.
In HMO plan scenarios, the Primary Care Physician is the
resource responsible for the health care of its members.
Care from other physicians must come from a referral by
the PCP.
Text
NDC Drug Name
NDC Label Name
NDC Labeler Code
NDC Package Code
NDC Product Code
OTC Indicator
PBP ID (Part D)
PCP (Primary Care
Physician)
PCP Specialty
Primary Care Physicians occupational/medical specialty.
Pharmacy
Pharmacy name and NPI number. When displaying this
attribute on a report you will see the following: Pharmacy NPI
Number, Pharmacy Name
Pharmacy Address
Pharmacy Address
Text
Text
Text
Text
Text
Text
Text
Prescriber ID + Last
name + First Name
Text
Pharmacy NPI ID +
Text
_______________________________________________________________________
© 2011 Prescription Solutions
166
Attribute Name
Pharmacy Address
(Extended)
Attribute Description
Display Logic
Pharmacy Address (Extended)
Text
Pharmacy Affiliation Code
Pharmacy Affiliation Code
Text
Pharmacy Affiliation Group
Pharmacy City
Pharmacy Compound
Service Flag
Pharmacy Affiliation Group
Pharmacy City
Text
Text
Pharmacy Compound Service Flag
Text
Pharmacy County
Pharmacy County
Text
Pharmacy DEA Registration ID
Text
Pharmacy Delivery Service Flag
Text
Pharmacy Dispenser Class
Pharmacy Dispenser Class
Text
Pharmacy Dispenser Type
Pharmacy Drive Up
Window Flag
Pharmacy Durable Medical
Equipment Flag
Pharmacy EFT Routing
Address
Pharmacy e-Prescribing
Flag
Pharmacy Handicap
Access Flag
Pharmacy Dispenser Type
Text
Pharmacy Drive Up Window Flag
Text
Pharmacy Durable Medical Equipment Flag
Text
Pharmacy EFT Routing Address
Text
Pharmacy e-Prescribing Flag
Text
Pharmacy Handicap Access Flag
Text
Pharmacy Legal Name
Pharmacy Legal Name
Text
Pharmacy Location
Pharmacy Mail Address
Pharmacy Mail
Address(Extended)
Pharmacy Location
Pharmacy Mail Address
Text
Text
Pharmacy Mail Address(Extended)
Text
Pharmacy Mail City
Pharmacy Mail City
Text
Pharmacy Mail State
Pharmacy Mail ZIP
Pharmacy NCPDP
Pharmacy Network
Pharmacy NPI
Pharmacy Mail State
Pharmacy Mail ZIP
Pharmacy NCPDP
Pharmacy Network
Pharmacy NPI
Defines an ID/location/address to where a payment
would be sent for a group of pharmacies. Example, chain
headquarters rather than an individual store.
Text
Text
Text
Text
Text
Pharmacy DEA
Registration ID
Pharmacy Delivery Service
Flag
Pharmacy Payment Center
Text
Pharmacy Phone
The primary phone number of the pharmacy as obtained
from the RxCLAIM system.
Text
Pharmacy State
Pharmacy State
Text
Pharmacy State License
Number
Pharmacy State License Number
Text
_______________________________________________________________________
© 2011 Prescription Solutions
167
Attribute Name
Attribute Description
Display Logic
Pharmacy State Tax ID
Pharmacy State Tax ID
Text
Pharmacy Status
Pharmacy Store Number
Pharmacy Through Date
Pharmacy UPIN Medicare
Provider
Pharmacy Status (Active / Inactive)
Pharmacy Store Number
Pharmacy Through Date
Text
Text
Text
Pharmacy UPIN Medicare Provider
Text
Pharmacy Zip
The pharmacy zip code.
Text
Plan Code
This is the RxSol created identifier for the member’s plan
benefit.
Text
Plan Drug Status
Indicates the status of a drug as elected by the carrier.
Text
Plan Effective Date
Plan Termination Date
Plan Type
The date on which the employer group’s plan benefit
became effective in RxCLAIM.
The date on which the employer group’s plan benefit
stopped being effective in RxCLAIM.
Indicates whether a plan is open, tiered, managed, or
restricted.
Date
Date
Text
Prescriber Addition Date
Prescriber Addition Date
Text
Prescriber Address
Prescriber Address 1
Prescriber Address 2
Prescriber Change Date
Prescriber City
Prescriber Country
Prescriber DEA
Prescriber Address
Prescriber Address 1
Prescriber Address 2
Prescriber Change Date
Prescriber City
Prescriber Country
Prescriber DEA
The DEA code of the physician who prescribed the
prescription
Text
Text
Text
Text
Text
Text
Text
Prescriber Degree - Primary
Text
Prescriber Degree - Secondary
Text
Prescriber Email
Prescriber Email
Text
Prescriber Email - Alternate
Prescriber FAX
Prescriber FAX Extension
Prescriber First Name
Prescriber ID Qualifier
Prescriber Last Name
Prescriber Middle Initial
Prescriber Middle Name
Prescriber Name Suffix
Prescriber NPI
Prescriber Phone 1
Prescriber Phone 2
Prescriber Phone
Prescriber Email - Alternate
Prescriber FAX
Prescriber FAX Extension
Prescriber First Name
Prescriber ID Qualifier
Prescriber Last Name
Prescriber Middle Initial
Prescriber Middle Name
Prescriber Name Suffix
Prescriber NPI
Prescriber Phone 1
Prescriber Phone 2
Prescriber Phone Extension 1
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Prescriber DEA
Prescriber Degree Primary
Prescriber Degree Secondary
Text
_______________________________________________________________________
© 2011 Prescription Solutions
168
Attribute Name
Extension 1
Prescriber Phone
Extension 2
Attribute Description
Display Logic
Prescriber Phone Extension 2
Text
Prescriber Primary Degree
Prescriber Primary Degree
Text
Prescriber Retirement Date
Prescriber Secondary
Degree
Prescriber Retirement Date
Text
Prescriber Secondary Degree
Text
Prescriber Specialty
Prescriber’s specialty or occupational/medical specialty.
Text
Prescriber Specialty Primary
The latest known Prescriber’s medical specialty.
Text
Prescriber State
Prescriber State
Text
Prescriber Suffix
Prescriber Suite Number
Prescriber User License
Prescriber ZIP
Prescriber Suffix
Prescriber Suite Number
Prescriber User License
Prescriber ZIP
The claim has a prior authorization attached to it and is
identified by N=No, Y=Yes and Z=Unknown.
Describes the different types of service that RxSol
provides each client. Retail claims only, Retail and Mail
service only, Clinical Services only, etc.
Text
Text
Text
Text
Prior Authorization Flag
Product Type
Text
ID + Description
Quantity
Indicates the drug quantity.
Text
Refill Code
Refill Flag
Reject Code
Submitted refill code (00, 01, 02, …99).
Indicates if a transaction is a refill by refill and original fill.
The code used to explain why the claim was rejected
The code description used to explain why the claim was
rejected
Text
Text
Text
Indicates the assigned relationship code of a member.
Text
Reject Code Description
Relationship Code
Risk Pool Flag
Risk Pool ID
Rx Number
RxSol Mail Service
Indicator
Segment ID (Part D)
Submitted Date
Text
Indicates self-injectable drugs that are processed on-line
and identified in the system as Y=Yes or N=No.
Indicates self-injectable drugs that are processed on-line
and identified in the system as a medical benefit by the
Carrier by Yes, No, and Unknown.
Text
Text
Indicates the assigned RX Number of a prescription
identified by the pharmacy.
Text
Indicates whether the claim was filled at retail or
Prescription Solutions’ mail service facility.
A number CMS assigns to identify a segment or
subdivision of a Part D plan benefit package within a
contract (12 monthly occurrences).
Text
Text
Indicates the submitted date the claim was transmitted by
the pharmacy.
Date
_______________________________________________________________________
© 2011 Prescription Solutions
169
Attribute Name
Submitted Month
Submitted Quarter
Submitted Year
Super Carrier
Super Network
Target Drug
Territory
Written Date
Attribute Description
Indicates the submitted month the claim was transmitted
by the pharmacy.
Indicates the submitted quarter the claim was transmitted
by the pharmacy.
Indicates the submitted year the claim was transmitted by
the pharmacy.
A logical grouping of carrier codes to facilitate reporting.
“ALLMAPD” might indicate all of the MAPD carriers so
that the user can make this selection using a single super
carrier instead of searching through hundreds of carrier
codes. Super Carriers are maintained on the RxSol
Client Hierarchy Maintenance website on RxWeb.
Display Logic
Date
Date
Date
ID + Description
A higher level category for Pharmacy networks.
Text
Specific drugs selected to examine potential savings
(Paxil compared to Prozac).
Account level geographic categorization (NW, SW, CE,
DS, NA)
Note: Not applicable to all clients.
Indicates the date the prescription was written by the
prescriber or as indicated on the claim as transmitted by
the pharmacy.
Text
Text
Date
Appendix B – Attribute Inclusion Matrix
Attribute Inclusion Matrix
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Attribute Name
Daily
Monthly
(X = Included, Blank = Not Included)
Account
Admin Route
Affiliation Code
AHFS Therapeutic Class
Alternative Drug
AWP Unit Cost
Carrier
LPCR
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
CPCSR
X
X
LPCR
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
CPCSR
X
MPCSR
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
170
Attribute Inclusion Matrix
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Attribute Name
Daily
Monthly
(X = Included, Blank = Not Included)
Claim Number
Claim Sequence Number
Claim Status
Client Benefit Code
Client Code (Oracle)
Client Product Code
Client Rider Code
Client Type
Client Type Description
Compound Code
Contract ID (Part D)
Copay Category (Part D)
Copay Effective Date (Part D)
Cost Type
Cost Type Unit Cost
Coverage Type (Part D)
DAW Code
Days of Supply
DEA Code
Dosage Form
Drug Maintenance Code
Drug Manufacturer
Drug Metric Strength
Drug Strength Unit of Measure
DUR Flag
DUR Key
Enrollment Source Code (Part
D)
Filled Date
Filled Month
Filled Quarter
Filled Year
Formulary Flag
Formulary ID
Formulary ID (Part D)
Generic Indicator
GPI Generic Name
GPI Label Name
GPI Major Drug Group
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
MPCSR
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
171
Attribute Inclusion Matrix
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Attribute Name
Daily
Monthly
(X = Included, Blank = Not Included)
GPI Number (10 Digit)
GPI Number (12 Digit)
GPI Number (14 Digit)
GPI Number (2 Digit)
GPI Number (4 Digit)
GPI Number (6 Digit)
GPI Number (8 Digit)
GPI Therapeutic Class Name
GPI Therapeutic Group Name
GPI Therapeutic Subclass Name
Group
Group Effective Date
Group Effective Date (Current)
Group Termination Date
Group Termination Date
(Current)
Individual ID (MKTG)
Injectable Indicator
Line of Business
Mail Service Indicator
Medical Group
Member Address
Member Address - Full
Member Address - Full (MKTG)
Member Address (MKTG)
Member Address (MKTG)
Member Address 1
Member Address 1 (MKTG)
Member Address 2
Member Address 2 (MKTG)
Member Address (Extended,
MKTG)
Member Age
Member Age Band (HEDIS)
Member Alternate Insurance
Flag
Member Alternate Insurance ID
Member Alternate Insurance
Member ID
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
172
Attribute Inclusion Matrix
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Attribute Name
Daily
Monthly
(X = Included, Blank = Not Included)
Member Benefit Reset Date
Member City
Member City (MKTG)
Member Country
Member Country (MKTG)
Member Current PID
Member Date of Birth
Member Date Of Birth (MKTG)
Member DOB
Member DOB (MKTG)
Member Eligibility Maximum End
Date
Member Eligibility Minimum
Begin Date
Member Eligibility Original
Effective Date
Member Eligibility Sequence
Number
Member Eligibility Status
Member Eligibility Termination
Date
Member Email Address (MKTG)
Member Email ID (MKTG)
Member Family Flag
Member Family ID
Member Family Type
Member First Name
Member Full Name (MKTG)
Member Gender
Member Gender (MKTG)
Member HIC (Part D)
Member ID
Member Language Code
Member Last Name
Member Middle Initial
Member Multiple Birth Number
Member Name Prefix (MKTG)
Member Name Suffix (MKTG)
Member Person Code
LPCR
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
CPCSR
LPCR
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
MPCSR
173
Attribute Inclusion Matrix
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Attribute Name
Daily
Monthly
(X = Included, Blank = Not Included)
Member Primary Phone
Member Primary Phone (MKTG)
Member Relationship Code
Member Secondary Phone
(MKTG)
Member SSN
Member State
Member State (MKTG)
Member Type
Member Zip Code (2-digit)
Member Zip Code (4-digit)
Member Zip Code (4-digit)
(MKTG)
Member Zip Code (5-digit)
Member Zip Code (6-digit)
(MKTG)
Member ZIP4 (MKTG)
Member ZIP6 (MKTG)
Message 1 (Rejected)
Message 2 (Rejected)
Message 3 (Rejected)
NDC Drug Name
NDC Label Name
NDC Labeler Code
NDC Number (11 Digit)
NDC Number (9 Digit)
NDC Package Code
NDC Product Code
OTC Indicator
PBP ID (Part D)
PCP (Primary Care Physician)
PCP Specialty
Pharmacy
Pharmacy Address
Pharmacy Address (Extended)
Pharmacy Affiliation Code
Pharmacy Affiliation Group
Pharmacy City
Pharmacy Compound Service
Flag
LPCR
X
X
X
SPCR
X
X
X
X
CPCSR
LPCR
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
MPCSR
174
X
Attribute Inclusion Matrix
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Attribute Name
Daily
Monthly
(X = Included, Blank = Not Included)
Pharmacy County
Pharmacy DEA Registration ID
Pharmacy Delivery Service Flag
Pharmacy Dispenser Class
Pharmacy Dispenser Type
Pharmacy Drive Up Window Flag
Pharmacy Durable Medical
Equipment Flag
Pharmacy EFT Routing Address
Pharmacy e-Prescribing Flag
Pharmacy Handicap Access Flag
Pharmacy Legal Name
Pharmacy Location
Pharmacy Mail Address
Pharmacy Mail
Address(Extended)
Pharmacy Mail City
Pharmacy Mail State
Pharmacy Mail ZIP
Pharmacy NCPDP
Pharmacy Network
Pharmacy NPI
Pharmacy Payment Center
Pharmacy Phone
Pharmacy State
Pharmacy State License Number
Pharmacy State Tax ID
Pharmacy Status
Pharmacy Store Number
Pharmacy Through Date
Pharmacy UPIN Medicare
Provider
Pharmacy Zip
Plan Code
Plan Drug Status
Plan Effective Date
Plan Termination Date
Plan Type
Prescriber Addition Date
LPCR
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
CPCSR
LPCR
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
MPCSR
X
X
X
X
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© 2011 Prescription Solutions
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Attribute Inclusion Matrix
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Attribute Name
Daily
Monthly
(X = Included, Blank = Not Included)
Prescriber Address
Prescriber Address 1
Prescriber Address 2
Prescriber Change Date
Prescriber City
Prescriber Country
Prescriber DEA
Prescriber DEA
Prescriber Degree - Primary
Prescriber Degree - Secondary
Prescriber Email
Prescriber Email - Alternate
Prescriber FAX
Prescriber FAX Extension
Prescriber First Name
Prescriber ID Qualifier
Prescriber Last Name
Prescriber Middle Initial
Prescriber Middle Name
Prescriber Name Suffix
Prescriber NPI
Prescriber Phone 1
Prescriber Phone 2
Prescriber Phone Extension 1
Prescriber Phone Extension 2
Prescriber Primary Degree
Prescriber Retirement Date
Prescriber Secondary Degree
Prescriber Specialty
Prescriber Specialty - Primary
Prescriber State
Prescriber Suffix
Prescriber Suite Number
Prescriber User License
Prescriber ZIP
Prior Authorization Flag
Product Type
Quantity
Refill Code
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
X
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
MPCSR
X
X
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© 2011 Prescription Solutions
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Attribute Inclusion Matrix
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Attribute Name
Daily
Monthly
(X = Included, Blank = Not Included)
Refill Flag
Reject Code
Reject Code Description
Relationship Code
Risk Pool Flag
Risk Pool ID
Rx Number
RxSol Mail Service Indicator
Segment ID (Part D)
Submitted Date
Submitted Month
Submitted Quarter
Submitted Year
Super Carrier
Super Network
Target Drug
Territory
Written Date
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
_______________________________________________________________________
© 2011 Prescription Solutions
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MPCSR
Appendix C – Metric Definitions
Naming Conventions
As part of the Enterprise Data Model Project, the Prescription Solutions Data Warehouse created
naming conventions for some metrics in order to provide maximum flexibility with minimal
confusion. Many fields are similar in description but can mean different things, especially when it
comes to reporting. In an ad hoc reporting tool, it can save time if users know what to expect
from each field before the report is run. So we have created the following metric naming
conventions:
“(Part D)”
Attributes ending with “(Part D)” contain data for Part D members only. This field will be null for
members enrolled in commercial plans.
“(Rejected)”
These are fields that are present or apply to rejected claims only.
“(Last Instance)”
Because Pharmacy Analytics is now capturing data at the sequence level and the “Standard”
builders only capture the last claim event, (Last) indicates the data present in the latest event
record only.
The following definitions describe the different component concepts for Pharmacy Analytics metrics.
Since there are over 500 metrics, not all metrics are listed. However, the following list describes all metric
components which will allow the user to determine the nature of any given metric. Many metrics are
compounded, containing several filters. Compound metrics only display data that meet all of their
conditions. For instance “Amount Paid – Formulary / Brand” will only display data for claims that have
drugs that are BOTH formulary AND brand.
Metric Name or Concept
%
% Clean Claims
% Rejected Claims - Drug Not
Covered
% Rejected Claims - DUR
Reject Error
% Rejected Claims - PA
Required
% Rejected Claims QuantityLimit
% Rejected Claims - Refill
Too Soon
% Reprocessed Claims
% Resubmitted Claims
%Rejected Claims
Metric Description
Expressed as a percent
% of claims that only have a Paid status
% of total claims where the claim was
rejected due to Drug Not Covered
% of total claims where the claim was
rejected due to DUR Reject Error
% of total claims where the claim was
rejected due to PA Required
% of total claims where the claim was
rejected due to Quantity Limit
% of total claims where the claim was
rejected due to Refill Too Soon
% of claims that were reversed at least
once
% of claims that have been rejected at
least once
% of claims that have ended with a
Display Logic
%
%
%
%
%
%
%
%
%
%
_______________________________________________________________________
© 2011 Prescription Solutions
178
Metric Name or Concept
Metric Description
Display Logic
Each mail service Rx get an Rx Count of 3
%
Each mail service Rx get an Rx Count of 3
Whole Number
rejection
Adjusted Rx Count - RxSol
Mail Service
Adjusted Rx Count - RxSol
Mail Service
Adjusted Rx Count Standardized Days of Supply
Adjusted Rx Count Standardized Days of Supply
Amount Paid
Approved
Average
Average Claim Reject Codes /
Rx
Average Distinct Claim Reject
Codes / Rx
Days of Supply is used to calculate Rx
Count
%
Divide Days of Supply by 30, discard
remainder to get Rx Count.
Days of Supply is used to calculate Rx
Count
Whole Number
Divide Days of Supply by 30, discard
remainder to get Rx Count.
The amount paid by the health plan
This term refers to the final adjudication
decision made by RxCLAIM for each
pharmacy claim.
Sum / Count
%
%
%
Average reject codes per Rx
Decimal (2)
Average distinct (different, discard dupes)
reject codes per Rx
Decimal (2)
AWP
AWP Extended Cost
Average Wholesale Price - Price reference
for brand drugs
Drug AWP multiplied by Drug Quantity
%
Brand
Indicates drugs that are protected by
intellectual property rights and can only be
produced by a certain manufacturer.
Whole Number
Calculated
The claim amounts determined by
RxCLAIM to be in accordance with plan or
pharmacy contract terms
Claim Reject Codes
Clean
Each claim rejection sequence contains
one to three individual reject codes. These
codes can be counted.
Includes data only for claims that were
never rejected or reversed.
Controlled Substance
Coordination Of Benefits - Refers to claims
that receive payment from multiple
insurance plans
Indicates drugs such as narcotics with
special DEA controlled substance codes
Copay
The amount stated by the plan that the
member must pay for the prescription. The
actual amount paid by the member can be
different, see "Patient Pay".
COB
%
%
Whole Number
Whole Number
Whole Number
Whole Number
Whole Number
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© 2011 Prescription Solutions
179
Metric Name or Concept
DAW
Days Supply
Deductible
Dispensing Fee
Distinct
DMR
Drug Cost
Drug Quantity
Drug Spend
Eligible
Family
Formulary
Metric Description
Dispense As Written - This code indicates
the dispensing options as dictated by the
prescriber.
The number of days it will take the member
to consume the prescription.
The amount of money to be paid before the
plan begins to pay for prescriptions
The fee charged by the pharmacy to fill the
prescription
Discards duplicate records from being
counted.
Direct Monetary Reimbursement - Refers
to manual claims that were initially filled by
the pharmacy and later submitted manually
by the member.
Ingredient Cost + Dispensing Fee + Sales
Tax
The number of tablets, capsules, etc. for
the prescription
The cumulative amount paid by the
member for prescriptions
Refers to members who are eligible for
prescription coverage during the time
period selected
Refers to the member's family members
who are all enrolled in the same plan
Indicates that the drug is on the plan
formulary
Individual
Refers to drugs that are Generic and that
have lost their intellectual property rights
so that any manufacturer is legally allowed
to produce them.
Refers to the member alone and does not
include other family members
Ingredient Cost
The cost of the drug itself. Does not
include Dispensing Fee and Sales Tax like
"Drug Cost"
Last Instance
Only includes data from last instance, or
sequence of the claim. If a claim is paid,
then reversed, then paid again, the Last
Instance data will only include the last
"paid" information.
Generic
Member Months
Multiple Source
Net Cost
The number of eligible members in a given
month. This metric is cumulative when
multiple months are selected.
The drug on the claim is a brand drug and
can come from multiple manufacturers
"Drug Cost" minus "Copay"
Display Logic
Whole Number
Whole Number
Whole Number
Whole Number
Whole Number
Whole Number
Whole Number
Whole Number
Decimal (2)
Decimal (2)
-
-
Dollar Amount
-
Decimal (2)
Dollar Amount
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© 2011 Prescription Solutions
180
Metric Name or Concept
Metric Description
P1000UMPM
This removes the dollar amounts paid
(subsidized) by CMS for some Part D
members. Part D members with a copay
category other than zero receive some kind
of subsidy.
Indicates that the drug is NOT on the plan
formulary
Per Thousand Utilizing Members Per
Month - see PUM, PMPM
Patient Pay Amount
PCP
The amount paid by the member. Can be
different than "Copay" since other factors
can contribute to "Patient Pay Amount".
Primary Care Provider
Net of LICS Copay Subsidy
NonFormulary
Post
Per Member Per Month - Divides the
metric by the eligible (not utilizing) member
count and converts it to a monthly figure.
Claim amounts to be provided to third
parties
PUM
Per Utilizing Member - Expressed as a
dollar amount. Calculated by dividing total
amount by the number of unique members
who actually received a prescription.
PMPM
Rejected
Reprocessed
Resubmitted
Rx
Rx Count
Includes data only for rejected claims. A
claim is rejected when its latest status is
Rejected.
Includes claims that have been reversed at
least once.
Includes claims that have been rejected at
least once.
Prescription
The number of prescriptions
Submitted
The amount of state sales tax added to the
cost of the prescription. Not all states
charge sales tax on prescriptions.
The drug on the claim is a brand drug and
comes from a single manufacturer
Refers to amounts based on the amounts
initially submitted by the pharmacy.
Submitted Amount
The dollar amount initially submitted by the
pharmacy indicating the requested
payment for the prescription
Sales Tax
Single Source
Total
Total Claim Count
Total Clean Claims
Total Distinct Reject Codes
Performs a SUM on a corresponding field
Total number of claims
Total number of claims that were never
rejected or reversed
The total number of different reject codes
Display Logic
-
Dollar Amount
Dollar Amount
Dollar Amount
-
Dollar Amount
Whole Number
Dollar Amount
Dollar Amount
Whole Number, Dollar
Amount or Decimal
Whole Number
Whole Number
Whole Number
_______________________________________________________________________
© 2011 Prescription Solutions
181
Metric Name or Concept
Total Reject Codes
Total Rejected Claims
Total Rejected Claims - PA
Required
Total Rejected Claims Quantity Limit
Total Rejected Claims - Refill
Too Soon
Total Rejected Claims-Drug
Not Covered
Total Rejected Claims-DUR
Reject Error
Total Reprocessed Claims
Total Resubmitted Claims
Metric Description
# of reject codes in the data set, even if
some are duplicated or experienced
multiple times
# of claims that have ended with a rejection
# of total claims where the claim was
rejected due to PA Required
# of total claims where the claim was
rejected due to QuantityLimit
# of total claims where the claim was
rejected due to Refill Too Soon
# of total claims where the claim was
rejected due to Drug Not Covered
# of total claims where the claim was
rejected due to DUR Reject Error
# of claims that were reversed at least
once
# of claims that have been rejected at least
once
Display Logic
Whole Number
Whole Number
Whole Number
Whole Number
Whole Number
Whole Number
Whole Number
Whole Number
Whole Number
-
TROOP
TRue Out-Of-Pocket. This field represents
the actual dollars paid by members for
prescriptions
-
Utilizing
Refers to members who have filled at least
one prescription during the time period
selected
_______________________________________________________________________
© 2011 Prescription Solutions
182
Appendix D – Metric Inclusion Matrix
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
% Clean Claims
% Rejected Claims
% Rejected Claims - Drug Not Covered
% Rejected Claims - DUR Reject Error
% Rejected Claims - PA Required
% Rejected Claims - Quantity Limit
% Rejected Claims - Refill Too Soon
% Reprocessed Claims
% Resubmitted Claims
% Utilization
Adjusted Rx Count - RxSol Mail Service
Adjusted Rx Count - Standardized Days
of Supply
Amount Paid
Amount Paid -% Brand
Amount Paid -% Controlled Substance
Amount Paid -% DAW
Amount Paid -% Days Supply >120
Amount Paid -% Days Supply 1-30
Amount Paid -% Days Supply 31-60
Amount Paid -% Days Supply 61-90
Amount Paid -% Days Supply 91-120
Amount Paid -% Formulary
Amount Paid -% Formulary:Brand
Amount Paid -% Formulary:Generic
Amount Paid -% Formulary:Multiple
Source
Amount Paid -% Formulary:Single Source
Amount Paid -% Generic
Amount Paid -% Multiple Source
Amount Paid -% NonFormulary
Amount Paid -% NonFormulary:Brand
Amount Paid -% NonFormulary:Generic
Amount Paid -% NonFormulary:Multiple
Source
Amount Paid -% NonFormulary:Single
Source
LPCR
X
X
X
X
X
X
X
X
X
SPCR
CPCSR
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
CPCSR
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
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© 2011 Prescription Solutions
183
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
Amount Paid -% Single Source
Amount Paid (Member)
Amount Paid (netofLICScopaysubsidy)
Amount Paid/Rx
Amount Paid/Rx -% Formulary
Amount Paid/Rx -% NonFormulary
Amount Paid/Rx -Brand
Amount Paid/Rx -Formulary
Amount Paid/Rx -Formulary:Brand
Amount Paid/Rx -Formulary:Generic
Amount Paid/Rx -Formulary:Multiple
Source
Amount Paid/Rx -Formulary:Single
Source
Amount Paid/Rx -Generic
Amount Paid/Rx -MulipleSource
Amount Paid/Rx -NonFormulary
Amount Paid/Rx -NonFormulary:Brand
Amount Paid/Rx -NonFormulary:Generic
Amount Paid/Rx -NonFormulary:Multiple
Source
Amount Paid/Rx -NonFormulary:Single
Source
Amount Paid/Rx -Single Source
Amount Paid -Brand
Amount Paid -ControlledSubstance
Amount Paid -DAW
Amount Paid -Days Supply >120
Amount Paid -Days Supply 1-30
Amount Paid -Days Supply 31-60
Amount Paid -Days Supply 61-90
Amount Paid -Days Supply 91-120
Amount Paid -Formulary
Amount Paid -Formulary:Brand
Amount Paid -Formulary:Generic
Amount Paid -Formulary:Multiple Source
Amount Paid -Formulary:Single Source
Amount Paid -Generic
Amount Paid - Last Instance
Amount Paid - Last Instance(Rejected)
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
X
X
X
LPCR
SPCR
X
X
X
X
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
X
X
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
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© 2011 Prescription Solutions
184
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
Amount Paid -Multiple Source
Amount Paid -NonFormulary
Amount Paid -NonFormulary:Brand
Amount Paid -NonFormulary:Generic
Amount Paid -NonFormulary:Multiple
Source
Amount Paid -NonFormulary:Single
Source
Amount Paid PMPM
Amount Paid PUM
Amount Paid - Rejected
Amount Paid - Single Source
AmtPaid/Rx (netofLICScopaysubsidy)
AmtPaid PUM (netofLICScopaysubsidy)
Approved Amount Paid
Approved Amount Paid -% Difference
Approved Amount Paid -Brand
Approved Amount Paid -Difference
Approved Amount Paid -Generic
Approved Amount Paid -Rejected
Approved Copay
Approved Copay(Member)
Approved Copay/Rx
Approved Copay-Brand
Approved Copay-Brand/Rx
Approved Copay-Difference
Approved Copay-Difference/Rx
Approved Copay-Generic
Approved Copay-Generic/Rx
Approved Copay- Last Instance
Approved Copay- Last Instance(Rejected)
Approved Copay-Rejected
Approved Dispensing Fee
Approved Dispensing Fee-% Difference
Approved Dispensing Fee(Member)
Approved Dispensing Fee-Difference
Approved Dispensing Fee- Last Instance
Approved Dispensing Fee- Last
Instance(Rejected)
Approved Dispensing Fee-Rejected
SPCR
X
X
X
X
CPCSR
X
X
X
X
X
SPCR
X
X
X
X
CPCSR
X
X
X
X
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
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© 2011 Prescription Solutions
185
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
Approved Drug Cost
Approved Drug Cost - Last Instance
Approved Drug Cost - Last
Instance(Rejected)
Approved Drug Cost -Rejected
Approved Ingredient Cost
Approved Ingredient Cost -% Difference
Approved Ingredient Cost(Member)
Approved Ingredient Cost -Difference
Approved Ingredient Cost - Last Instance
Approved Ingredient Cost - Last
Instance(Rejected)
Approved Ingredient Cost -Rejected
Approved Patient Pay Amount- Last
Instance
Approved Patient Pay Amount- Last
Instance(Rejected)
Approved Sales Tax
Approved Sales Tax(Member)
Approved Sales Tax-Difference
Approved Sales Tax- Last Instance
Approved Sales Tax- Last
Instance(Rejected)
Approved Sales Tax-Rejected
Average Claim Reject Codes/Rx
Average Distinct Claim Reject Codes/Rx
AWP Extended Cost
AWP Extended Cost(Member)
AWP Extended Cost -Rejected
Calculated Amount Paid
Calculated Amount Paid -Rejected
Calculated Copay
Calculated Copay-Rejected
Calculated Dispensing Fee
Calculated Dispensing Fee-Rejected
Calculated Drug Cost
Calculated Drug Cost -Rejected
Calculated Ingredient Cost
Calculated Ingredient Cost -Rejected
Calculated Sales Tax
SPCR
X
CPCSR
X
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
CPCSR
X
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
186
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
Calculated Sales Tax-Rejected
Copay
Copay-% of Drug Cost
Copay(base)
Copay(base)(Member)
Copay(base)/Rx
Copay(base)- Last Instance
Copay(base)- Last Instance(Rejected)
Copay(diff)
Copay(diff)(Member)
Copay(diff)/Rx
Copay(diff)- Last Instance
Copay(diff)- Last Instance(Rejected)
Copay(Member)
Copay/Rx
Copay/Rx -Formulary:Brand
Copay/Rx -Formulary:Generic
Copay/Rx -NonFormulary
Copay-Brand
Copay-Formulary:Brand
Copay-Formulary:Generic
Copay-Generic
Copay- Last Instance
Copay- Last Instance(Rejected)
Copay-Multiple Source
Copay-NonFormulary
Copay PMPM
Copay-Rejected
Copay-Single Source
CostTypeUnitCost - Last Instance
CostTypeUnitCost - Last
Instance(Rejected)
Days Supply
Days Supply (Member)
Days Supply /Rx
Days Supply -Brand
Days Supply -Generic
Days Supply - Last Instance
Days Supply - Last Instance(Rejected)
SPCR
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
LPCR
CPCSR
X
X
X
X
X
X
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
187
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
Days Supply -Rejected
Dispensing Fee
Dispensing Fee-% of Drug Cost
Dispensing Fee(Member)
Dispensing Fee/Rx
Dispensing Fee/Rx -Generic
Dispensing Fee/Rx -Multiple Source
Dispensing Fee/Rx -Single Source
Dispensing Fee-Brand
Dispensing Fee-Formulary
Dispensing Fee-Generic
Dispensing Fee- Last Instance
Dispensing Fee- Last Instance(Rejected)
Dispensing Fee-Multiple Source
Dispensing Fee-NonFormulary
Dispensing Fee-NonFormulary:Brand
Dispensing Fee PMPM
Dispensing Fee-Rejected
Dispensing Fee-Single Source
Drug Cost
Drug Cost -% Brand
Drug Cost -% Formulary
Drug Cost -% Generic
Drug Cost -% Multiple Source
Drug Cost -% NonFormulary
Drug Cost -% Single Source
Drug Cost(Member)
Drug Cost/Rx
Drug Cost/Rx -Brand
Drug Cost/Rx -Formulary
Drug Cost/Rx -Generic
Drug Cost/Rx -Multiple Source
Drug Cost/Rx -NonFormulary
Drug Cost/Rx -NonFormulary:Brand
Drug Cost/Rx -Single Source
Drug Cost -Brand
Drug Cost -Formulary
Drug Cost -Generic
Drug Cost - Last Instance
SPCR
X
X
X
X
X
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
X
X
X
X
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
X
X
X
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
188
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
Drug Cost - Last Instance(Rejected)
Drug Cost -Multiple Source
Drug Cost -NonFormulary
Drug Cost PMPM
Drug Cost PUM
Drug Cost -Single Source
Drug Quantity
Drug Quantity(Member)
Drug Quantity/Days Supply
Drug Quantity/Rx
Drug Quantity-Brand
Drug Quantity-Formulary
Drug Quantity-Generic
Drug Quantity- Last Instance
Drug Quantity- Last Instance(Rejected)
Drug Quantity-NonFormulary
Drug Quantity-Rejected
Drug Spend MaximumAmount
Drug Spend MaximumAmount- Last
Instance
Drug Spend MaximumAmount- Last
Instance(Rejected)
FamilyDeductable- Last Instance
FamilyDeductable- Last
Instance(Rejected)
Filled Date (First)
Filled Date (Last)
FormularyCounter- Last Instance
FormularyCounter- Last
Instance(Rejected)
GEAPUnitCost - Last Instance
GEAPUnitCost - Last Instance(Rejected)
Generic Counter- Last Instance
Generic Counter- Last Instance(Rejected)
Individual Deductable - Last Instance
Individual Deductable - Last
Instance(Rejected)
Ingredient Cost
Ingredient Cost -% Brand
Ingredient Cost -% ControlledSubstance
LPCR
X
SPCR
CPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
LPCR
X
SPCR
CPCSR
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
189
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
Ingredient Cost -% DAW
Ingredient Cost -% Days Supply >120
Ingredient Cost -% Days Supply 1-30
Ingredient Cost -% Days Supply 31-60
Ingredient Cost -% Days Supply 61-90
Ingredient Cost -% Days Supply 91-120
Ingredient Cost -% Formulary
Ingredient Cost -% Formulary:Brand
Ingredient Cost -% Formulary:Generic
Ingredient Cost -% Formulary:Multiple
Source
Ingredient Cost -% Formulary:Single
Source
Ingredient Cost -% Generic
Ingredient Cost -% Multiple Source
Ingredient Cost -% NonFormulary
Ingredient Cost -% NonFormulary:Brand
Ingredient Cost -% NonFormulary:Generic
Ingredient Cost -% NonFormulary:Multiple
Source
Ingredient Cost -% NonFormulary:Single
Source
Ingredient Cost -% of Drug Cost
Ingredient Cost -% Single Source
Ingredient Cost(Member)
Ingredient Cost/Days Supply
Ingredient Cost/Drug Quantity
Ingredient Cost/Rx
Ingredient Cost/Rx -% Formulary
Ingredient Cost/Rx -% NonFormulary
Ingredient Cost/Rx -Brand
Ingredient Cost/Rx -Formulary
Ingredient Cost/Rx -Formulary:Brand
Ingredient Cost/Rx -Formulary:Generic
Ingredient Cost/Rx -Formulary:Multiple
Source
Ingredient Cost/Rx -Formulary:Single
Source
Ingredient Cost/Rx -Generic
Ingredient Cost/Rx -Multiple Source
SPCR
X
X
X
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
X
X
LPCR
SPCR
X
X
X
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
X
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
190
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
Ingredient Cost/Rx -NonFormulary
Ingredient Cost/Rx -NonFormulary:Brand
Ingredient Cost/Rx NonFormulary:Generic
Ingredient Cost/Rx NonFormulary:Multiple Source
Ingredient Cost/Rx -NonFormulary:Single
Source
Ingredient Cost/Rx -Single Source
Ingredient Cost -Brand
Ingredient Cost -ControlledSubstance
Ingredient Cost -DAW
Ingredient Cost -Days Supply >120
Ingredient Cost -Days Supply 1-30
Ingredient Cost -Days Supply 31-60
Ingredient Cost -Days Supply 61-90
Ingredient Cost -Days Supply 91-120
Ingredient Cost -Formulary
Ingredient Cost -Formulary:Brand
Ingredient Cost -Formulary:Generic
Ingredient Cost -Formulary:Multiple
Source
Ingredient Cost -Formulary:Single Source
Ingredient Cost -Generic
Ingredient Cost - Last Instance
Ingredient Cost - Last Instance(Rejected)
Ingredient Cost -Multiple Source
Ingredient Cost -NonFormulary
Ingredient Cost -NonFormulary:Brand
Ingredient Cost -NonFormulary:Generic
Ingredient Cost -NonFormulary:Multiple
Source
Ingredient Cost -NonFormulary:Single
Source
Ingredient Cost PMPM
Ingredient Cost PUM
Ingredient Cost - Rejected
Ingredient Cost - Single Source
Medical Group Count
Member Months
SPCR
X
X
CPCSR
X
X
X
SPCR
X
X
CPCSR
X
X
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
191
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
Net Cost
Net Cost /Rx
Net Cost /Rx -Generic
Net Cost /Rx -Multiple Source
Net Cost /Rx -Single Source
Net Cost -Generic
Net Cost -Multiple Source
Net Cost PMPM
Net Cost PUM
Net Cost -Rejected
Net Cost -Single Source
PCP Count
Pharmacy Count
Post Amount Paid
Post COB
Post Copay
Post Dispensing Fee
Post Ingredient Cost
Post Sales Tax
Prescriber Count
Response Amount Paid
Response COB
Response Copay
Response Dispensing Fee
Response Ingredient Cost
Response Sales Tax
Rx Count
Rx Count-% Brand
Rx Count-% Controlled Substances
Rx Count-% DAW
Rx Count-% DAW1
Rx Count-% DAW2
Rx Count-% Days Supply >120
Rx Count-% Days Supply 1-30
Rx Count-% Days Supply 31-60
Rx Count-% Days Supply 61-90
Rx Count-% Days Supply 91-120
Rx Count-% d MR
Rx Count-% Formulary
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
LPCR
SPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
192
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
Rx Count-% Formulary:Brand
Rx Count-% Formulary:Generic
Rx Count-% Formulary:Multiple Source
Rx Count-% Formulary:Single Source
Rx Count-% Generic
Rx Count-% Generic Substitution
Rx Count-% Generic Substitution
Potential
Rx Count-% Multiple Source
Rx Count-% NonFormulary
Rx Count-% NonFormulary:Brand
Rx Count-% NonFormulary:Generic
Rx Count-% NonFormulary:Multiple
Source
Rx Count-% NonFormulary:Single Source
Rx Count-% Retail Pharmacy
Rx Count-% RxSolutions Mail Service
Pharmacy
Rx Count-% Single Source
Rx Count(Member)
Rx Count-Brand
Rx Count-ControlledSubstance
Rx Count-DAW
RxCount-DAW1
RxCount-DAW2
Rx Count-Days Supply >120
Rx Count-Days Supply 1-30
Rx Count-Days Supply 31-60
Rx Count-Days Supply 61-90
Rx Count-Days Supply 91-120
Rx Count-d MR
Rx Count-Formulary
Rx Count-Formulary:Brand
Rx Count-Formulary:Generic
Rx Count-Formulary:Multiple Source
Rx Count-Formulary:Single Source
RxCount-FormularyTier0
RxCount-FormularyTier1
RxCount-FormularyTier2
RxCount-FormularyTier3
SPCR
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
X
LPCR
SPCR
X
X
X
X
X
X
CPCSR
X
X
X
X
X
X
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
193
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
RxCount-FormularyTier4
RxCount-FormularyTier5
Rx Count-Generic
Rx Count-Generic Substitution Potential
Rx Count- Last Instance
Rx Count- Last Instance(Rejected)
Rx Count-Multiple Source
Rx Count-NonFormulary
Rx Count-NonFormulary:Brand
Rx Count-NonFormulary:Generic
Rx Count-NonFormulary:Multiple Source
Rx Count-NonFormulary:Single Source
RxCountP1000UMPM
RxCount PMPM
RxCount PMPY
RxCount PUM
Rx Count-Rejected
Rx Count-Retail Pharmacy
Rx Count-RxSolutions Mail Service
Pharmacy
Rx Count-Single Source
Sales Tax
Sales Tax(Member)
Sales Tax/Rx
Sales Tax-Brand
Sales Tax-Formulary
Sales Tax-Generic
Sales Tax- Last Instance
Sales Tax- Last Instance(Rejected)
Sales Tax-Multiple Source
Sales Tax-NonFormulary
Sales Tax-NonFormulary:Brand
Sales Tax-Rejected
Sales Tax-Single Source
Submitted Amount Paid
Submitted Amount Paid - Last Instance
Submitted Amount Paid - Last
Instance(Rejected)
Submitted Amount Paid -Rejected
SPCR
X
X
X
X
CPCSR
X
X
X
X
X
X
LPCR
SPCR
X
X
X
X
CPCSR
X
X
X
X
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
194
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
LPCR
Submitted Copay
Submitted Copay- Last Instance
Submitted Copay- Last
Instance(Rejected)
Submitted Copay-Rejected
Submitted Date First
Submitted Date Last
Submitted Dispensing Fee
Submitted Dispensing Fee- Last Instance
Submitted Dispensing Fee- Last
Instance(Rejected)
Submitted Dispensing Fee-Rejected
Submitted Drug Cost
Submitted Drug Cost - Last Instance
Submitted Drug Cost - Last
Instance(Rejected)
Submitted Ingredient Cost
Submitted Ingredient Cost - Last Instance
Submitted Ingredient Cost - Last
Instance(Rejected)
Submitted Ingredient Cost -Rejected
Submitted Sales Tax
Submitted Sales Tax- Last Instance
Submitted Sales Tax- Last
Instance(Rejected)
Submitted Sales Tax-Rejected
Submitted Usual And Customary
Submitted Usual And CustomaryRejected
Total Claim Count
Total Clean Claims
Total Distinct Reject Codes
Total Reject Codes
Total Rejected Claims
Total Rejected Claims - Drug Not Covered
Total Rejected Claims -DUR Reject Error
Total Rejected Claims -PA Required
Total Rejected Claims -Quantity Limit
Total Rejected Claims -Refill Too Soon
Total Reprocessed Claims
SPCR
X
CPCSR
X
LPCR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
SPCR
X
CPCSR
X
MPCSR
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
195
Metric Inclusion Matrix
Metric Name
LPCR - Last Instance Pharmacy Claim Reporting
SPCR - Standard Pharmacy Claim Reporting
CPCSR - Client Pharmacy Claim Summary Reporting
MPCSR - Member Pharmacy Claim Summary Reporting
Daily
Monthly
(X = Included, Blank = Not Included)
Total Resubmitted Claims
Troop MaximumAmount
Troop MaximumAmount- Last Instance
Troop MaximumAmount- Last
Instance(Rejected)
Troop MaximumAmount-Rejected
Utilizing Member Count
WAC Unit Cost - Last Instance
WAC Unit Cost - Last Instance(Rejected)
LPCR
X
SPCR
CPCSR
X
X
LPCR
X
X
X
X
X
X
X
X
X
X
X
SPCR
CPCSR
MPCSR
X
X
X
X
X
X
X
X
X
X
X
_______________________________________________________________________
© 2011 Prescription Solutions
196