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Message #05030
[Branch ~dhis2-documenters/dhis2/dhis2-docbook-docs] Rev 141: Improved Excel reporting module. Fixed dimension document images.
------------------------------------------------------------
revno: 141
committer: Jason Pickering <jason.p.pickering@xxxxxxxxx>
branch nick: dhis2-docbook-docs
timestamp: Mon 2010-03-22 10:39:32 +0200
message:
Improved Excel reporting module. Fixed dimension document images.
modified:
src/docbkx/en/dhis2_user_man_data_dimensions.xml
src/docbkx/en/dhis2_user_man_excel_reports.xml
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=== modified file 'src/docbkx/en/dhis2_user_man_data_dimensions.xml'
--- src/docbkx/en/dhis2_user_man_data_dimensions.xml 2010-03-19 15:49:25 +0000
+++ src/docbkx/en/dhis2_user_man_data_dimensions.xml 2010-03-22 08:39:32 +0000
@@ -368,10 +368,9 @@
<para>Another benefit of only linking data to data elements and not to forms is the flexibility of creating indicators and validation rules based on data elements, and also in providing any kind of output report (in pivot tables, charts, maps etc) that can combine data individually or across forms, e.g. to correlate data from different health programs. Due to this flexibility of enabling integration of data from various programs (forms) and sources (routine and semi permanent (population, staff, equipment)) a DHIS database is used as an integrated data repository for many or all parts of the aggregated data in a larger HIS. The figure below illustrates this flexibility.</para>
<para>
<screenshot>
- <screeninfo>DHIS2 Login screen</screeninfo>
<mediaobject>
<imageobject>
- <imagedata width="80%" fileref="resources/images/data_dimensions/dhis_input_output.JPG" format="JPG"/>
+ <imagedata width="80%" align="center" fileref="resources/images/data_dimensions/dhis_input_output.JPG" format="JPG"/>
</imageobject>
</mediaobject>
</screenshot>
@@ -383,10 +382,9 @@
<para>The table below combines data element the two group sets Diagnosis (all the diseases) and Morbidity/Mortality (New cases, Follow-ups, Refrerrals, Deaths) with the data element category PHU/Community. Deaths are captured in a separate form with other dimensions (e.g. the PHU/Community) than morbidity.</para>
<para>
<screenshot>
- <screeninfo>DHIS2 Login screen</screeninfo>
<mediaobject>
<imageobject>
- <imagedata width="80%" fileref="resources/images/data_dimensions/Ex_table1.jpg" format="JPG"/>
+ <imagedata width="80%" align="center" fileref="resources/images/data_dimensions/Ex_table1.jpg" format="JPG"/>
</imageobject>
</mediaobject>
</screenshot>
@@ -413,10 +411,9 @@
</para>
<para>
<screenshot>
- <screeninfo>DHIS2 Login screen</screeninfo>
<mediaobject>
<imageobject>
- <imagedata align="center" fileref="resources/images/data_dimensions/pivot_overview_1.jpg" format="JPG"/>
+ <imagedata width="80%" align="center" fileref="resources/images/data_dimensions/pivot_overview_1.jpg" format="JPG"/>
</imageobject>
</mediaobject>
</screenshot>
@@ -436,10 +433,9 @@
<para>Contrast this figure above to the one below.</para>
<para>
<screenshot>
- <screeninfo>DHIS2 Login screen</screeninfo>
<mediaobject>
<imageobject>
- <imagedata width="80" align="center" fileref="resources/images/data_dimensions/pivot_dataelements.jpg" format="JPG"/>
+ <imagedata width="80%" align="center" fileref="resources/images/data_dimensions/pivot_dataelements.jpg" format="JPG"/>
</imageobject>
</mediaobject>
</screenshot>
@@ -459,7 +455,7 @@
<screeninfo>DHIS2 Login screen</screeninfo>
<mediaobject>
<imageobject>
- <imagedata align="center" fileref="resources/images/data_dimensions/pivot_diagnoses_all.jpg" format="JPG"/>
+ <imagedata align="center" width="80%" fileref="resources/images/data_dimensions/pivot_diagnoses_all.jpg" format="JPG"/>
</imageobject>
</mediaobject>
</screenshot>
@@ -470,7 +466,7 @@
<screeninfo>DHIS2 Login screen</screeninfo>
<mediaobject>
<imageobject>
- <imagedata width="80" fileref="resources/images/data_dimensions/pivot_dataelements_diagnoses.jpg" format="JPG"/>
+ <imagedata width="80%" align="80%" fileref="resources/images/data_dimensions/pivot_dataelements_diagnoses.jpg" format="JPG"/>
</imageobject>
</mediaobject>
</screenshot>
@@ -497,7 +493,7 @@
<para><screenshot>
<mediaobject>
<imageobject>
- <imagedata align="center" fileref="resources/images/data_dimensions/pivot_morb_age.jpg"/>
+ <imagedata align="center" width="80%" fileref="resources/images/data_dimensions/pivot_morb_age.jpg"/>
</imageobject>
</mediaobject>
</screenshot></para>
@@ -505,7 +501,7 @@
<para><screenshot>
<mediaobject>
<imageobject>
- <imagedata align="center" fileref="resources/images/data_dimensions/pivot_hiv_age.jpg"/>
+ <imagedata align="center" width="80%" fileref="resources/images/data_dimensions/pivot_hiv_age.jpg"/>
</imageobject>
</mediaobject>
</screenshot> </para>
@@ -513,7 +509,7 @@
<para><screenshot>
<mediaobject>
<imageobject>
- <imagedata width="80" fileref="resources\images\data_dimensions\pivot_hiv_age_gender.jpg" format="JPG"/>
+ <imagedata width="80%" align="center" fileref="resources\images\data_dimensions\pivot_hiv_age_gender.jpg" format="JPG"/>
</imageobject>
</mediaobject>
</screenshot></para>
@@ -555,7 +551,7 @@
<para><screenshot>
<mediaobject>
<imageobject>
- <imagedata width="80" fileref="resources\images\data_dimensions\PHUF3.jpg" format="JPG"/>
+ <imagedata width="80%" align="center" fileref="resources\images\data_dimensions\PHUF3.jpg" format="JPG"/>
</imageobject>
</mediaobject>
</screenshot> </para>
=== modified file 'src/docbkx/en/dhis2_user_man_excel_reports.xml'
--- src/docbkx/en/dhis2_user_man_excel_reports.xml 2010-03-09 09:37:14 +0000
+++ src/docbkx/en/dhis2_user_man_excel_reports.xml 2010-03-22 08:39:32 +0000
@@ -1,9 +1,10 @@
-<?xml version='1.0' encoding='UTF-8'?>
-<!-- This document was created with Syntext Serna Free. --><!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN" "http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd"; []>
+<?xml version='1.0' encoding='UTF-8'?>
+<!-- This document was created with Syntext Serna Free. -->
+<!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN" "http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd"; []>
<chapter>
<title>DHIS 2 Excel Reporting</title>
<para>A key requirement of a health information system is that the information contained in the system is available in many different formats that are familiar to the end-users. Many health information personnel are familiar with standard office productivity packages such as <productname>Microsoft Office</productname> or OpenOffice. Production of reports in Excel format allows health workers to submit reports to managers and other persons that may not have access to the HMIS, or lack training in its use. Excel offers the capability to deliver powerful, user-friendly reports to many different clients of the information system.</para>
- <para>Users, especially health workers, can use DHIS 2 easily with the new Excel reporting tool developed by HISP Vietnam team. This module has been based on HISP India team’s ideas and technologies. The module has subsequently been merged into the main DHIS2 application. This reporting tool with Excel output files uses less memory and is comparatively faster when compared to other reporting modules</para>
+ <para>Users, especially health workers, can use DHIS 2 easily with the new Excel reporting tool developed by HISP Vietnam team. This module has been based on HISP India team’s ideas and technologies. The module has subsequently been merged into the main DHIS2 application. This reporting tool with Excel output files uses less memory and is comparatively faster when compared to other reporting platforms. The Excel reporting module provides a flexible reporting framework, which should be immediately intuitively useful for many users who are familiar with its functions. </para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/administration_page.jpg" width="80%" align="center"/>
</screenshot>
@@ -12,22 +13,23 @@
<para>There are six function of this module.</para>
<orderedlist>
<listitem>
- <para><emphasis role="italic">Configuration</emphasis>: Set a path to the directory where the excel template files are stored.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">List of reports</emphasis>: Allows users to create reports and its items and to assign the organisation units or the organisation unit groups to the reports. There are four types of report, as follows: a report containing standard data elements, a report listing organisation unit groups as rows, a report listing period of time as columns, a report generating data elements combined with categories</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Data Entry Status</emphasis> (or view the status of the data entry): View the data entry status to know about data entered, reports finished or not finished yet with data entry. In order to view the data entry status, adding data sets which is equivalent to the data entry is mandatory. </para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Excel items</emphasis>: In many situations, health workers in the field may not have good Internet access, and will therefore need to enter data "offline" and transmit this data via email or other means, for subsequent importation into the DHIS database. The Excel Report data import feature allows users to import data from a pre-designed Excel templates directly into the DHIS database automatically. Alternatively, selected elements may be imported. It supports three types of report, includes a report containing standard data elements, a report listing organisation unit groups as rows, a report generating data elements combined with categories.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Excel Template Management</emphasis> : Manage Template Excel files which are used to export reports, includes upload, download, delete and rename files.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Clean temporary directory</emphasis>: Every time a user generates a report, the system creates an Excel file in the temporary directory (<envar>excelreporttemplate</envar> directory). This directory would be larger and larger after some time and occupy a lot of memory. This function will clean those files from temporary directory.</para>
+ <para><emphasis role="italic">Configuration</emphasis>: Set a path to the directory where the excel template files are stored. This file path should be an absolute directory on your system. For instance, if the templates are stored in C:\Program Files\DHIS2\conf\excelreporting\templates", you should navigate to this directory by clicking the "Browse" button. These templates are used to define the layout of the report, and must be produced through a process documented below.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">List of reports</emphasis>: This module allows users to assign reports to different organizational units . There are four types of reports that are currently supported: a report containing standard data elements, a report listing organisation unit groups as rows, a report listing period of time as columns, a report generating data elements combined with categories.</para>
+ <para>Report associations are used to determine which organizational units the report should be associated with. Click the "Report Asssociations" button, and assign all the organizational units which this report applies to by either clicking on the organizational units listed in the hierarchy tree, or by selecting the appropriate organizational unit group through the drop down menu. </para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Data Entry Status</emphasis> (or view the status of the data entry): View the data entry status to know about data entered, reports finished or not finished yet with data entry. In order to view the data entry status, adding data sets which is equivalent to the data entry is mandatory.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Excel items</emphasis>: In many situations, health workers in the field may not have good Internet access, and will therefore need to enter data offline and to transmit this data via email or other means, for subsequent importation into the DHIS database. The Excel Report data import feature allows users to import data from a pre-designed Excel templates directly into the DHIS database automatically. Users enter data into a predefined Excel template, send via email or other means for importation into DHIS2. It is also possible to import selected elements. This module supports three types of reports namely a report containing standard data elements, a report listing organisation unit groups as rows, a report generating data elements combined with categories.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Excel Template Management</emphasis> : Manage Template Excel files which are used to export reports, includes upload, download, delete and rename files.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Clean temporary directory</emphasis>: Every time a user generates a report, the system creates an Excel file in the temporary directory (<envar>excelreporttemplate</envar> directory). This disk space occupied by this directory will become progressively larger after some time. This function will remove all the temporary files from the directory, and therefore decrease the total amount of disk space used.</para>
</listitem>
</orderedlist>
<section id="excelReportingConfiguration">
@@ -56,7 +58,7 @@
</section>
<section id="excelReportingListOfReports">
<title>List of reports </title>
- <para>The function allows users to create reports and its items and to assign the organisation units or the organisation unit groups to the reports</para>
+ <para>The function allows users to create reports and its items and to assign the organisation units or the organisation unit groups to the reports. Each of the functions of this module will be described below. </para>
<section>
<title>Types of report</title>
<para>Before generating reports, there is a need to create Excel report template files. Reports will be generated in a standard format according to the structure defined in the template. Currently, there are four report types that the module can support.</para>
@@ -111,13 +113,13 @@
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/add_new_report_button.jpg" width="80%" align="center"/>
</screenshot>
- <para>Fill information of report in this form:</para>
+ <para>Each of the fields should be filled in. </para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/enter_report_information.jpg" width="80%" align="center"/>
</screenshot>
<itemizedlist>
<listitem>
- <para><emphasis role="italic">Name</emphasis> *: Enter Name of report</para>
+ <para><emphasis role="italic">Name</emphasis> *: Enter a descriptive name of the report. </para>
</listitem>
<listitem>
<para><emphasis role="italic">Excel Template</emphasis>*: Enter name of Excel report template file. (include extension) </para>
@@ -159,27 +161,28 @@
<itemizedlist>
<listitem>
<para>Report Associations <inlinegraphic fileref="resources/images/ExcelReportModule/association_org_unit.jpg"/>for assigning reports to organisation units</para>
- </listitem>
- <listitem>
- <para>Report Item <inlinegraphic fileref="resources/images/ExcelReportModule/report_item.jpg"/>for creating report items in the report</para>
- </listitem>
- <listitem>
- <para>Remove <inlinegraphic fileref="resources/images/ExcelReportModule/remove_report.jpg"/>for removing report</para>
+ <para>Simply select the organizational units that this report will be generated for. </para>
+ </listitem>
+ <listitem>
+ <para>The Report Item <inlinegraphic fileref="resources/images/ExcelReportModule/report_item.jpg"/> function is used to define which values will appear in the desired report. Report items consist of specific values of data which will be placed into particular cells of the Excel sheet when the report is generated.Further information for configuration of the report items will be provided in the next section. </para>
+ </listitem>
+ <listitem>
+ <para> The Remove <inlinegraphic fileref="resources/images/ExcelReportModule/remove_report.jpg"/> deletes the Excel report. </para>
</listitem>
<listitem>
<para>Edit <inlinegraphic fileref="resources/images/ExcelReportModule/edit_report.jpg"/>for editing report’s information.</para>
</listitem>
<listitem>
- <para>Organisation unit Group <inlinegraphic fileref="resources/images/ExcelReportModule/assign_org_unit_group.jpg"/>: For choose which organisation group would be list in the report. This button only appear when the Report Type is Organisation Unit Listing</para>
+ <para>Organisation unit Group <inlinegraphic fileref="resources/images/ExcelReportModule/assign_org_unit_group.jpg"/>: For choose which organisation group would be list in the report. This button only appears when the Report Type is Organisation Unit Listing</para>
</listitem>
<listitem>
- <para>Data element groups <inlinegraphic fileref="resources/images/ExcelReportModule/assign_data_element_group.jpg"/> : This button for create Data element group and these groups of data elements would be list in the report. This button only available when report type is Category. </para>
+ <para>Data element groups <inlinegraphic fileref="resources/images/ExcelReportModule/assign_data_element_group.jpg"/> : This button for create Data element group and these groups of data elements would be list in the report. This button is only available when the report type is a "Category" report. </para>
</listitem>
</itemizedlist>
</section>
<section>
<title>Create report items</title>
- <para>Click <emphasis role="bold">Create Report Item</emphasis> button</para>
+ <para>Click <emphasis role="bold">Create Report Item</emphasis> button to begin the process of defining a new report. Report items consist of different types of data that will be dynamically generated based on a user's inputs during the report generation phase. Report items must be defined and referenced to a particular Excel template. </para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/create_item.jpg" width="80%" align="center"/>
</screenshot>
@@ -187,34 +190,28 @@
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/report_item_function.jpg" width="80%" align="center"/>
</screenshot>
- <para>Fill the report item’s information</para>
+ <para>Fill the report item’s information. Each of the fields is described below in more detail. </para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/enter_report_item_infor.jpg" width="80%" align="center"/>
</screenshot>
<itemizedlist>
<listitem>
- <para>Name*: Enter report item name (Ex: Total person joined HIA)</para>
+ <para>Name: Enter a descriptive name for the report. (Ex: Total person joined HIA)</para>
</listitem>
<listitem>
- <para>Item Type*: Chose item types </para>
+ <para>Item Type: </para>
<itemizedlist>
<listitem>
- <para>Data element : if this report item is data element</para>
- </listitem>
- <listitem>
- <para>Indicator: : if this report item is indicator</para>
- </listitem>
- <listitem>
- <para>Excel formula: if this item describes the excel formula</para>
- </listitem>
- <listitem>
- <para>Data element Name: if report item is list of data element’s names</para>
- </listitem>
- <listitem>
- <para>Data element Code: If report item is list of data element’s codes</para>
- </listitem>
- <listitem>
- <para>Serial : If report item is list of auto generating sequence no</para>
+ <para>Data element : Select this item type if the value of a particular data element should be placed in the Excel report. </para>
+ </listitem>
+ <listitem>
+ <para>Indicator: Select this item type if the value of a particular indicator should be placed in the Excel report. </para>
+ </listitem>
+ <listitem>
+ <para>Excel formula: Select this item type if an Excel formula should be placed in the cell. You will need to define the Excel formula in the next step. </para>
+ </listitem>
+ <listitem>
+ <para>Serial : A sequential number will automatically be generated and placed in the report.</para>
</listitem>
<listitem>
<para>Organisation: if report item is list of organisation unit.</para>
@@ -225,7 +222,7 @@
<para>Period Type*: Chose period type which data values of that report item would be aggregated and displays according to period parameter that user will choose when generate report. (Last 3 months, Last 6 months, So far this year, Quarterly, Six-Monthly, Yearly).</para>
</listitem>
<listitem>
- <para>Expression *: Click Expression button to choose Data element, Indicator, Or just type excel formula if Item type is Excel formula.</para>
+ <para>Expression *: Click Expression button to define a particular data element or combination of data elements in a formula, if you have selected this report item type. If this report item type is "Organization" or "Serial" this option is not relevant. If the report item type is an Excel formula, it should be entered directly in the text box. For instance, a valid Excel formula might be "=C1R1/C2R1", which would divide the cell in position (1,1) in the excel sheet by the cell in position (2,1)</para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/create_expression.jpg" width="80%" align="center"/>
</screenshot>
@@ -235,46 +232,46 @@
<para>The category option would be <emphasis role="italic">default</emphasis> if data element hasn’t been combined with any category combo. Other options are described below:</para>
</listitem>
<listitem>
- <para>Sheet No*: type sheet no where this report item would be display in excel template file</para>
- </listitem>
- <listitem>
- <para>Row*: row number refers to cell where report item would be display in Excel file.</para>
- </listitem>
- <listitem>
- <para>Column*: column number refers to cell where report item would be display in Excel file.</para>
- </listitem>
- <listitem>
- <para>Click OK button to create report item.</para>
+ <para>Sheet No*: Specify the sheet number where this report item would be display in the Excel template file. </para>
+ </listitem>
+ <listitem>
+ <para>Row*: Row number refers to cell where report item would be display in Excel file.</para>
+ </listitem>
+ <listitem>
+ <para>Column*: Column number refers to cell where report item would be display in Excel file.</para>
+ </listitem>
+ <listitem>
+ <para>Once all items have been filled in, click the "OK" button to save the report definition. </para>
</listitem>
</itemizedlist>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/new_report_item.jpg" width="80%" align="center"/>
</screenshot>
- <para>New report item has been created</para>
+ <para>You will be informed that a new report item has been created. </para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/NewReportItem.jpg" width="60%" align="center"/>
</screenshot>
<tip>
<para>There must be at least one period type in a report.</para>
</tip>
- <para><emphasis role="bold">Copy selected items to</emphasis> button: To copy the report items to excel items of an excel item group<orderedlist>
- <listitem>
- <para>From list of reports page, Add new report</para>
- </listitem>
- <listitem>
- <para>From source report, select report items need to be copied.</para>
- </listitem>
- <listitem>
- <para>Click the <emphasis role="bold">Copy selected items to</emphasis> button</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">List of report</emphasis>: chose a destination report</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Sheet No</emphasis>: Choose the Sheet No which report Item would be display.</para>
- </listitem>
- <listitem>
- <para>Click <emphasis role="bold">OK</emphasis> button to copy</para>
+ <para>The "<emphasis role="bold">Copy selected items to"</emphasis> function can be used to copy Excel report items from one report to another. Therefore, there is no need to redefine an Excel report item, if it will appear in two different reports. You can simply copy the item from one report definition to the other by following this procedure. <orderedlist>
+ <listitem>
+ <para>From list of reports page, click "Add new report."</para>
+ </listitem>
+ <listitem>
+ <para>From the source report, select the report items that should be copied by clicking on the approriate check boxes of the items.</para>
+ </listitem>
+ <listitem>
+ <para>Click the <emphasis role="bold">"Copy selected items to"</emphasis> button.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">List of report</emphasis>: Chose the destination report. </para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Sheet No</emphasis>: Choose the Excel sheet number where the report item would be displayed.</para>
+ </listitem>
+ <listitem>
+ <para>Finally, Click the <emphasis role="bold">OK</emphasis> button to copy the report items. </para>
</listitem>
</orderedlist><screenshot>
<graphic fileref="resources/images/ExcelReportModule/copy_report_item.jpg" width="80%" align="center"/>
@@ -308,15 +305,15 @@
<title>Assign report </title>
<section>
<title>Assign report to Org Units </title>
- <para>Click <emphasis role="bold">Report Associations</emphasis> button:</para>
+ <para>Thsi function will determine which organizational units the report should be assigned to. Click the<emphasis role="bold">Report Associations</emphasis> button from the main page. </para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/report_association.jpg" width="80%" align="center"/>
</screenshot>
- <para>Chose Org Units to assign and click Save button</para>
+ <para>Chose OrgUnits to assign and click the Save button.</para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/select_org_unit.jpg" width="80%" align="center"/>
</screenshot>
- <para>Select Org Unit groups which would be available in the report by clicking on each organisational unit. <!--This is not clear. Rephrase. -->There is a difference between Select Org Units to assign to report for OrgUnit generate reports later, which select org unit groups are list of OrgUnit groups would be available in reports.</para>
+ <para>Select each organizational unit that the report can be generated for, or alternatively, select multiple organizational units by selecting a particlar organizational unit level or group.</para>
<para>This function only appears in <emphasis role="bold">Organization Unit Listing</emphasis> report type. </para>
<para>Click <emphasis role="bold">Organisation Unit group</emphasis> button.</para>
<screenshot>
@@ -374,7 +371,7 @@
</section>
<section id="excelReportingExcelItems">
<title>Excel items</title>
- <para>The sub function allows users to import data from a pre-designed Excel templates directly into the DHIS database automatically. Alternatively, selected elements may be imported.</para>
+ <para>The function allows users to import data from a pre-designed Excel templates directly into the DHIS database automatically. Alternatively, selected elements may be imported. This is a particularly useful feature for importing data from other users that may not have DHIS2 installed on their computers. For instance, it may be more feasible to have users at a primary care health facility enter their values in Excel directly. Users may be immediately familiar with Excel, and can easily enter data into a pre-defined template. Installation of DHIS2 on their computers may complicate a particular implementation, and require additional resources in terms of training. By using pre-defined templates for importation into the DHIS2 database, users that do not have DHIS2 can easily transmit data to users that do, for instance from the primary health care facility to the district level. </para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/excel_item_group.png" align="center"/>
</screenshot>
@@ -382,7 +379,7 @@
<title>Create a template to import</title>
<para><orderedlist>
<listitem>
- <para>To create a group, choose <emphasis role="bold">Administration</emphasis> --><emphasis role="bold"> Excel items</emphasis> --> <emphasis role="bold">Add </emphasis>--> Fill the information form --> <emphasis role="bold">OK</emphasis>.</para>
+ <para>To create a group, choose <emphasis role="bold">Administration</emphasis> -><emphasis role="bold"> Excel items</emphasis> -> <emphasis role="bold">Add </emphasis>--> Fill the information form and press <emphasis role="bold">OK</emphasis>.</para>
</listitem>
<listitem>
<para>To create items in the grorp, choose <emphasis role="bold">Administration</emphasis> --> <emphasis role="bold">Excel items</emphasis> --> Choose a group --> <emphasis role="bold">Excel items </emphasis>--> Fill information form -> <emphasis role="bold">OK</emphasis>.</para>
@@ -565,28 +562,25 @@
</orderedlist>
<section id="excelReportingReport">
<title>Generate report</title>
- <para>To generate a report we just follow these simple steps. </para>
+ <para>To generate a report just follow the simple steps outlined below.</para>
<orderedlist>
<listitem>
- <para>Click Generate Report</para>
- </listitem>
- <listitem>
- <para>Select Org Unit</para>
- </listitem>
- <listitem>
- <para>Select report Group </para>
- </listitem>
- <listitem>
- <para>Select Report from list</para>
- </listitem>
- <listitem>
- <para>Select period</para>
- </listitem>
- <listitem>
- <para>Select period</para>
- </listitem>
- <listitem>
- <para>Click Generate Report button</para>
+ <para>Click "Generate Report".</para>
+ </listitem>
+ <listitem>
+ <para>Select the organisational unit that the report should be generated for.</para>
+ </listitem>
+ <listitem>
+ <para>Select the Report Group. </para>
+ </listitem>
+ <listitem>
+ <para>Select the desired report from the Report list.</para>
+ </listitem>
+ <listitem>
+ <para>Select the desired time period from the Period drop-down.</para>
+ </listitem>
+ <listitem>
+ <para>Click Generate Report button to generate the report.</para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/generate_report.jpg" width="80%" align="center"/>
</screenshot>
@@ -595,7 +589,7 @@
</section>
<section id="excelReportingAdvancedReport">
<title>Generate advanced report</title>
- <para>This <emphasis role="italic">Generate Advanced Report</emphasis> function allow users to generate a report according to the parameters such as: <emphasis role="italic">Report group name</emphasis>, <emphasis role="italic">Report name</emphasis>, <emphasis role="italic">selected period</emphasis>, and <emphasis role="italic">organisation unit</emphasis> <emphasis role="italic">group name</emphasis>. The difference between <emphasis role="italic">Generate Advanced Report</emphasis> function and <emphasis role="italic">Generate Report</emphasis> function is that the advanced function is capable of generating reports according to groups of Org Units withing the same level as depicted below.</para>
+ <para>This <emphasis role="italic">Generate Advanced Report</emphasis> function allow users to generate a report according to the parameters such as: <emphasis role="italic">Report group name</emphasis>, <emphasis role="italic">Report name</emphasis>, <emphasis role="italic">selected period</emphasis>, and <emphasis role="italic">organisation unit</emphasis> <emphasis role="italic">group name</emphasis>. The difference between <emphasis role="italic">Generate Advanced Report</emphasis> function and <emphasis role="italic">Generate Report</emphasis> function is that the advanced function is capable of generating reports according to groups of organisational units within the same level as depicted below.</para>
<screenshot>
<graphic fileref="resources/images/ExcelReportModule/advanced_generate_report.jpg" width="80%" align="center"/>
</screenshot>
@@ -650,7 +644,7 @@
</section>
<section id="excelReportingDataEntryStatusReport">
<title>Data entry status report</title>
- <para>This function allows users to see which datasets are entered with data and how the data values are entered. This helps save time for the health manager to follow the completeness of the data entered. In particular, there is a need of viewing data set entry status.</para>
+ <para>This function allows users to see which datasets are entered with data and what percentage of data has been entered for different datasets, organizational units and time periods. This allows the person responsible for monitoring data completeness (e.g. district health manager) to monitor the level of data completness easily.</para>
<para>View Data entry status</para>
<para>From Left menu, click Data Entry Status > Select Org Unit name to view.</para>
<screenshot>
