In our final installment of our AccuRate Core Series we will review how to save and export your AccuRate Core queries. Now that you have gotten your feet wet with a few queries, we will show you how to save them into folders and export for future reference. This feature is great for pulling the same data each month as it will eliminate the need to recreate the queries each month and allow you to quickly build out your own data reports.
1) To save a query for later use, from the query results page select “New Folder”. Please note that if you have previously created folders, then “Add Page” will be available for you to quickly add a query to an existing folder of your choice.
2) Name the New Folder and select “OK”. This should be a name that will encompass all queries that you wish to include. This will likely be more than one query, so pick a generic name as the query/page will be named in subsequent steps.
3) Once the folder has been created, select it in the drop down and “Add Page” to add the query to your new folder.
4) Name the query and select “OK”. This name should reflect the exact data that you ran.
5) The query will now appear in the new folder you created and will be available for use at a later time. To create a folder of multiple queries, repeat steps 3 and 4 for each query to be included in your report.
Note: When saving a query with rolling dates the data will automatically update to reflect the most current data while with a static date range the data will remain the same for the specified time period. For example, a query with the date set to “last 30 days” will automatically update with the last 30 days of data each time the query is pulled, as a result eliminating the need to update the dates each time.
1) To export an individual query, from the query result page select “Export” found in the upper right corner of the screen (Fig. 1). To export a folder of queries, select “Export” found under the “New Folder” button (Fig. 2).
2) Ensure that the email address is correct and press “OK”.
Note: You will be emailed a zipped compressed folder containing a Microsoft Excel Spreadsheet with the query data output so please be sure that you are able to extract files from compressed folders.
This concludes our 3 part Digging In: … AccuRate Core series. We have learned throughout the series the fundamentals of AccuRate Core as they relate to VitalSigns, how to run data queries and how to save and export queries. If you have any questions or feedback on AccuRate Core, then please contact us.