Flu Vaccination Report Tool

Quick

User Guide

Table of Contents

Flu Vaccination Details Report 3

Flu Vaccination Details Report by Cost Center 6

Downloading Reports in PDF or Excel 8

Creating and Saving Views 14

Flu Vaccination Details Report

1. Open Influenza Vaccination Department Report Tool (Preferably through Google Chrome) This will bring up the Flu Vaccination Details page.

2. Choose the corresponding Campaign Year from the dropdown list.

3. Choose the corresponding division i.e. School of Medicine (Be sure to uncheck “All” at the top of the list if it is checked)

4. Your list will appear as per below.

5. You can sort by “Oversight”, “Department”, and “Last/First Name” by clicking the drop down boxes. (Be sure to uncheck the “All” box)

Flu Vaccination Details (Cost Center)

1. Choose the corresponding campaign year.

2. Choose the Business Area i.e. School of Medicine and click apply. Be sure to uncheck the“All” box. *Please note that the first 3 numbers of the cost center pertaining to theBusiness Area are displayed per the highlighted*

3. Click on Cost Center Department and choose the corresponding department and then click apply. Be sure the “All” box is unchecked. *Please note the corresponding numbers of the Cost Center Departments are displayed per the highlighted*

4. Click on the Cost Center drop down and choose the corresponding cost center number and check apply. (Uncheck the “All” box)

Downloading Tableau reports in PDF or Excel

1. Choose the campaign year and your division (i.e School of Medicine). Click apply.

2. In order to activate your download format options, please be sure click anywhere on the report.

3. Choose “Download” in the top menu bar.

4. You will be given the option to download in Crosstab (Excel) or PDF as well a few other options.

5. In choosing “Crosstab” you will see the following notification that the report was generated. Click Download.

6. Your report will then be downloaded in Excel format.

7. To download in PDF format click download in the top menu, and choose PDF in the file format options.

8. Choose “Create PDF” in the following box.

9. When the PDF is generated, click “Download” to receive your report in PDF format.

Creating and Saving Views

1. You can create multiple views after generating your report as well as expand the various columns. Click on the + next to the last column.This will expand to the next data point, i.e. “Oversight”.

2. The report now shows the added column “Oversight” (*Please note, the report can be expanded as much as you wish until you have your desired view.

3. You can save your view by clicking on “View” in the top menu.

4. Name your view, i.e. My View and click “Save”. *You can choose to make it your default view or make it public*

5. You will be able to go back and choose any view that you have saved by clicking view in the top menu. Your saved views will be under “My Views”.