Data and Reporting

Table of Contents

Type of Reports

Report Data

Tools used to prepare the reports

Good to Know

Type of Reports

• General Report
  Raw data export from the PMS, removing unwanted columns.
• Client Monthly Report
  Mandatory report made of graphs and numbers presenting the program’s KPIs and trends over time.
• Health Authority Report
  Report for the Ministry of Health, usually mandatory.
• Ad-hoc Report
   Not mandatory. Upon request to PMS Support, it will be treated as a project request. 

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Report Data

• PMS Program Statistics
  Most calculations you need for your report are already done and available in the program stats.
• PMS Data exports
  To obtain raw data from the PMS as a CSV file.
• Power BI
  It’s a platform that provides nontechnical business users with tools for aggregating, analysing, visualizing and sharing data. Reach out to PMS Support for access and more info.

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Tools used to prepare the reports

• MS Excel
  To treat PMS data exports.
• MS PowerPoint
  For the report template

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Good to know

• The best report is the best data
  What’s not in the PMS will not be in the report. 
• If you are lost in the stats
  Reach out to PMS Support!
• If any request is unusual, or if you feel like you are asked to provide too much information Do not provide anything, tell the client “Let me check internally and get back to you by [X time]”, and escalate to your line manager.
• Client must choose 1 type of report
  between access to MyPrograms, Monthly Report or General report.

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