About ionMy
For almost 2 decades, ionMy has been steadfastly aiding the care sector by providing specialised solutions tailored to Governance, Risk, Compliance, and Quality.
We have firsthand experience in witnessing the profound impact that arises when care providers can effortlessly showcase their compliance, minimize risks, enhance quality, and possess a well-defined roadmap to guarantee the delivery of the finest service possible.
Today, there are more than 260,000 people under the care of ionMy. Through the years, we just reinforced our belief that technology is a fundamental tool to bring people together, to improve work and relationships and to deliver better care.
The use of ionMy can both speed up and improve decision-making processes. It allows providers to work more efficiently, reduce the administrative load and increase the time available for care. As a result, consumers have improved outcomes, and care-providing organisations can operate more efficiently.
At the core of our values lies a deep commitment to community, which is why we have chosen to actively participate in the fields of aged care, community care, and disability services. The ionMy team comprises passionate individuals who are dedicated to both their work and the way they carry it out. You play a pivotal role within our community, and we are honoured to be a supportive presence within yours.
LEARNING OBJECTIVES
After this course, learners will be able to:
· Identify ionReport tools and their capability
· Explain capabilities to others
· Configure and administer ionReports
PREREQUISITES
Before starting this training/workbook, learners need to:
· Be able to access and navigate ionMy
· Understand the basic concept of configuration in ionMy
· Understand your organisation’s requirements when entering a record/creating a report
HOW TO USE THIS GUIDE
This guide intends to walk you through ionReport features and how to use them. Throughout the workbook, there may be callouts with instructions to watch a video on the ionMy Mastery channel.
Videos are optional; however, they are recommended if you are completing this guide outside of training.
CALLOUTS
Throughout this workbook, you may see callouts. It is important to consider all of these to enhance your learning experience and practice your knowledge.
| Watch a Video - Walkthrough ionReport
Navigate to: https://www.youtube.com/@ionMyMastery or | Refers to a video on the ionMy Mastery channel. These are optional, however, recommended when completing self-paced. |
| Tip – Copy Existing Report
Tips will appear throughout the document to highlight key |
Tips are used to highlight important points |
INTRODUCTION
ionReports is designed to empower you with the insights you need to make informed decisions and drive your business forward. With ionMy's intuitive interface and robust features, you can effortlessly generate, customise, and analyse reports tailored to your unique requirements. Whether you're tracking key performance indicators, monitoring trends, or evaluating the success of your initiatives, ionMy's reporting module provides the tools and capabilities you need to succeed
Please note: this training will not cover configuration or processing of reports.
BENEFITS
Reporting through ionMy offers several key benefits:
Ability to provide comprehensive insights and analysis of data.
Users can generate customised reports tailored to their specific needs, helping them make strategic decisions quickly and efficiently.
Helps monitor incidents, risk, hazard, CQI, feedback etc in your organisation
GETTING STARTED
NAVIGATING ionReports
ionReports Module
A fresh icon has been introduced for the latest Reporting tool, accessible directly from your homescreen dashboard.
Using ionReports
Navigate to your ionMy homescreen dashboard
Click the ionReports icon. This will take you to the Report List tab within the ionReports tool.
You will be presented with a list of Report Folders.
Viewing a Report
Click on the folder you wish to open
To view your report results online, you have 2 options:
a) Click the report name
b) Click the Run button
To open your report directly via Excel,
click the down arrow next to the Run button. You will see 2 options:
a) Download Excel – Will only show the top (collapsed) report results
b) Download Excel (Expanded) – Will show the expanded report table results
The Edit,Copy and Delete buttons will only be presented to those users with the appropriate level of report permissions. These buttons are explained further in the report configuration manuals.
To simplify your search for a report, there is a Search field on the Report List tab.
Click in the field and start typing in the name of the report you are looking for. Any reports matching the criteria are displayed for selection, whether the text be in the report name or the report description.
Once you click to view a report online, the results are presented, and you will have additional options to choose from.
Note: the data displayed is aligned to your user permissions.
The Back to Reports button simply navigates you back to the list of reports within the current selected report Folder you were working in.
Once you have updated your filtering options, click Refresh Result button to see the updated report.
When selecting the Export button while viewing your report online, you have 5 export options, as shown in the image below.
When viewing a report, the default filters will be applied. If you wish to change the filters for the current view, click the ‘Choose Filters’ text.
This will open the Filter settings, where you can manipulate the settings to achieve the desired filters you are wanting to apply to the report. Following are a few examples of Changing Filters.
Example 1) Text type field options
You can change this setting to filter on a selected item, or multiple. For example, for a Site/Service setting of ‘is not blank’, you may want to drill down to a specific Unit. Change the ‘is not blank’ to ‘=’ or ‘like’ and then type in the unit name. For multiple unit selections, change the filter to ‘like’ and type in your unit names, separated by a comma
Example 2) Date field options
Date field filtering options are different to the text type fields. ‘Between’ and ‘Range’ are the most commonly used filters for date fields.
a) Between - presents the user with a From and To Calendar
date picker to filter report results by.
b) Range - provides users with an additional drop down list
to select from.
Chart Reports offer you the ability to drill down on the columns to easily review underlying information relevant to the selected column. Simply click on the column you wish to drill down on.
Summary reports can be configured to provide additional information. If your report is configured to show a Summary plus Details, click on the ‘+’ sign to open up, or expand, the embedded table which will display further information.
Click the ‘-‘ sign to close the details table.
When in a report list, simply click the …back to Folders List text to return to the Report Folder screen
If you want to return to the ionMy homescreen, at any time while in the ionReports module, you can simply click on the IonMy Core tab
Click on + Create a New Report should you need to build a report. Please refer to the Creating Reports training manuals for further guidance.
 | Tip – Copy Existing Report Where possible, to save time, we recommend copying an existing report and editing the copied version to suit your needs. Again, please refer to the Creating Report training manuals for further guidance.
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Select the Add a new Folder option, should the existing folders not meet your needs.
Type in the new Folder Name in the short text field and Save.
20) From the Report List tab, select the arrow next to Folder Options if you need to Edit or Delete the folder you have opened.
 | Tip – Delete Functionality Please be very careful when using any of the Delete options within ionReports, as the delete function is not reversible.
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EDITING A REPORT
Click on the folder name
Locate the report you want to edit
Click the grey Edit icon shown to the right of the report name.
A Report Designer popup will appear. Start editing your report.
Update the report as required and scroll down and click to Save the report or Save & Run Report if you want to review the report to ensure your changes reflect your desired result.
If you wish cancel the changes click on Cancel editing Report.
Another option to edit is:
Click on the Run button found to the right of the report name. The report results will be displayed.
Click on the Edit Report button to edit
Follow Steps 4, 5 and/or 6 above to complete the editing of your report.
VIEWING A DASHBOARD
Click on the Dashboard Report tab to view an existing dashboards or create a new one.
To select another dashboard report, click the drop down list (ddl) under “Dashboard Reports”
To view an embedded report in full screen mode, click on this
icon.If you want to change the size or rearrange the dashboard tiles you will need to enable the Arrange this Dashboard toggle on the right.
The report tiles will now show a grey ‘expansion’ arrow when you hover your mouse over the bottom right corner of each tile. You then simply click and drag to decrease or increase the tile size. (longer, shorter, wider, narrower)
To relocate a report tile, click and hold the report tile, then drag and drop it to the position you want it in.
Please refer to the Dashboard Configuration manual for further details on editing and creating dashboards.
 | Watch a Video – Walkthrough ionReport Navigate to: https://www.youtube.com/@ionMyMastery or |
APPENDIX A – Glossary
Term or Acronym | Meaning |
ddl | Drop Down List |
CQI | Continuous Quality Improvement |