Motivation Reporting

Go to the Motivation Reporting module

You will look at the data collected by Motivation using the "Reports | Motivation Reporting" menu item on the main administrative interface.

The Motivation Reporting Main Screen

There are five items to learn about on the Member Selection screen.

Area 1 holds information about the currently selected participants as well as the "Submit" button that lets you change the selected set.
Area 2 lets you store queries for quick recall.
Area 3 gives you quick pull-down lists for the most commonly-used query conditions (member categories).
Area 4 offers tools for creating more detailed or complex queries.
Area 5 lets you use your selected participant set in a report, quick list, or bulk email.

Note that the queries and selections that you create are specific to your login; other staff members will have their own queries and selection sets.

The "Selected Participants" Set

When you first enter the Reporting Tool, the "Step 1" area tells you to enter your selection criteria below (in areas 2, 3 and 4). The previous query is automatically restored and the number of participants selected by that query is shown (e.g. "8 participants currently selected..."). Note that this may be out of date: this is the number of queries that you selected when the query was last run. If more (or less) participants meet your criteria now, perhaps because more participants have enrolled, then pressing the "Submit" button will re-run the query and update the currently selected set.

Working with Previously Saved Queries

As you'll see, Motivation permits you to create some pretty complex queries. Fortunately, you can save queries for instant recall later.

To use a saved query, just select its name from the "Query Name" pull-down list. When you do, all of the query's criteria will be entered in areas 3 and 4 (the Query Conditions). Note that there are two "special" queries on this list: "Previous Query" which just selects the most recent query, and "No Query Selected (Clear)". If you choose "No Query..." then all of the previous selection criteria will be cleared and you can start anew.

If you want to save a query that you have just completed, just enter its name in the "Save As" field and press the "Save As" button. All of your personal queries will have a * (asterisk) on the right. System queries - those available to everyone - don't have an asterisk. To delete a query, just select it from the Query Name list and click on the red button.

Creating Your Query - the Quick Lists

In many systems, the first thing that you'll want to do is to select clients from a specific group (e.g. Organization, Location, Unit...etc.).

NOTE: your screen may not look like this!

The primary categories shown here (Category, Location and Unit) may have been renamed on your system or may not appear at all. Also, you might find that the Organization or Location pull-down lists are "frozen" so they only show "All." This is all simply because Motivation is built to adapt to organizations of very different sizes!

All you really need to know is that you'll want to use the pull-down lists, as necessary, to choose people from your fundamental categories (or "All").

Creating Your Query - Detailed Selection Criteria

To create more complex queries, you'll use the area at the bottom of the query tool. There's more here than meets the eye! To get started, just click the "Click here to add new condition" link to add your search criteria.

Creating Your Query - the Criteria Sets

On this screen, I've clicked on the "Click here to add new condition" link to bring up the menu of search criteria. The menu on the left shows you all of the data categories you'll be working with. In each category, you'll find specific search criteria. In this example, the Family History options are shown on the right.

Creating Your Query - Criteria Parameters

Once you have selected a search criterion, you can change the operation (1) and enter the criterion value (2). These will change depending on the kind of criterion chosen. Many criteria result in a pull-down list of choices. Some, however, result in a date entry field or a numerical entry.

Note: There are two features here that sometimes don't work the way you expect: the date entries and the value lists. If you want to enter a date, be sure to include leading zeros: 01/03/2009 will work but 1/3/2009 will not. Also, if you pull up a criterion value list and it gives you invalid items, just click the Submit button to refresh the screen and this will reset the pull down lists so they are correct. Both of these items should be fixed in a near-future release but, just in case, we want you to know how to work around them!

Criteria Parameters - Continued

Note that I have added two search criteria here: Heart Disease and Diabetes. If I press the "Submit" button now, I will get all of the participants whom have Heart Disease AND Diabetes. That is because the "all" option, boxed in red, is shown at the top.

If you wish to get participants with Heart Disease OR Diabetes (or any two or more criteria), you can click on the "all" and change it to "any".

Nested Parameters - Step 1

What if you like the previous query (people with Heart Disease or Diabetes) but only want to apply it to men? You might be tempted to try the parameters shown below. Only...it wouldn't work. This set of criteria would actually give you people whom are men OR whom have heart disease OR whom have diabetes. Thus, women with heart disease or diabetes would be included. No, we need to find some way to "nest" our criteria.

Nested Parameters - Step 2

To perform our query, we click on the Blue Oval with the arrow to pop up the parameter menu. Then we select "Open new bracket after current." This permits us to start a set of nested parameters.

Nested Parameters - Step 3

Ok, now I've added a new bracket and changed the first parameter of the bracket to select for Heart Disease. You might be tempted at this point to click on the "Click here to add new condition" link but that will add another selection criteria at the "top" level (controlled by the "all" at the top).

Instead, click the "Add new condition after current" and you'll get your second criteria under the "any" bracket. See next screenshot for an example.

Nested Parameters - Step 4

After adding the second parameter to our "any" bracket, I selected participants where Diabetes is equal to "Yes" (they have diabetes).

To sum, our selection criteria are: Men AND (has heart disease OR has diabetes).

To now select the participants meeting these criteria, you must press the "Submit" button!

Using Our Query

Ok, now that we've pressed Submit and actually selected all of the participants meeting our criteria, we can do something with this data! You have three choices at this point and all will use the people that you just selected.

First, you can run a report. Reports can be anything from the member list (which just lists the people you have selected), to detailed health risk analysis reports. Note that the member list report will not display if you have chosen any sensitive medical or lifestyle information unless the Administrator for your system has explicitly disabled this safeguard.

Second, if you click the "See Results" link, you'll be taken to a screen that permits you to see many of the commonly needed fields for your participants. For example, you can see name, phone number, email, age, incentive points, and much more. This is very convenient but note that you cannot print this list like you can the reports. Also, this screen will not show you personally identifiable information if you have selected any sensitive medical or lifestyle information unless the Administrator for your system has explicitly disabled this safeguard.

Finally, you can click the "Send Email" link to go to the bulk email system. From there, you can send an email to each of the participants that you have selected. Note that you can always send bulk email even if you've selected people based on sensitive medical or lifestyle information. This is because there is no way for anyone to discover the recipients of the email and thus compromise anyone's privacy (you may even want to include this fact when sending email based on private information).