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Announcement
· Jun 27

Beta testers needed for our upcoming InterSystems EHR Reports Specialist certification exam

#Certification #TrakCare #InterSystems IntelliCare

Hello InterSystems EHR community,

InterSystems Certification is currently developing a certification exam for InterSystems EHR Reports specialists, and if you match the exam candidate description given below, we would like you to beta test the exam! The exam will be available for beta testing starting June 30, 2025.

Please note, only candidates who have taken the TrakCare Reporting course are eligible to take the beta. Please see Required Training under Exam Details below. 

Beta testing will be completed September 1, 2025.

 

What are my responsibilities as a beta tester?

You will schedule and take the exam by September 1st. The exam will be administered in an online proctored environment free of charge (the standard fee of $150 per exam is waived for all beta testers). The InterSystems Certification team will then perform a careful statistical analysis of all beta test data to set a passing score for the exam. The analysis of the beta test results will take 6-8 weeks, and once the passing score is established, you will receive an email notification from InterSystems Certification informing you of the results. If your score on the exam is at or above the passing score, you will have earned the certification!

Note: Beta test scores are completely confidential.

Interested in participating? Read the Exam Details below.

 

Exam Details

Exam title: InterSystems EHR Reports Specialist

Candidate description: An IT specialist who

  • Uses Logi Report Designer to design and author InterSystems Reports
  • Sets up, tests, and supports InterSystems Reports in InterSystems EHR
  • Works with stored procedure developers
  • Knows how to create and edit report layouts in InterSystems EHR

Required Training: 

The TrakCare Reporting training is required to be eligible to take this exam. Please contact trakcare-trainers@intersystems.com to inquire about upcoming course availability and registration options.

Number of questions: 50

Time allotted to take exam: 2 hours

Recommended preparation: Complete available InterSystems EHR learning content: 

Online Learning:

Online Documentation: 

Recommended practical experience:

  • At least 3 months full-time experience with creating reports using Logi Report Designer along with basic knowledge of InterSystems EHR is recommended.

Exam practice questions

A set of practice questions is provided here to familiarize candidates with question formats and approaches.

Exam format

The questions are presented in two formats: multiple choice and multiple response. 

System requirements for beta testing

  • Working camera & microphone
  • Dual-core CPU
  • At least 2 GB available of RAM memory
  • At least 500 MB of available disk space
  • Minimum internet speed:
    • Download - 500kb/s
    • Upload - 500kb/s

Exam topics and content

The exam contains questions that cover the areas for the stated role as shown in the exam topics chart immediately below.

Topic

Subtopic

Knowledge, skills, and abilities
1. Creates InterSystems Reports using Logi Report Designer within InterSystems EHR 1.1 Describes what the specification is saying
  1. Recalls what data sources and procedures are, and how to access the sources of data
  2. Identifies what parameters are used from the specification
  3. Distinguishes between different page report component types (e.g. cross tabs, banded objects, normal tables)
  1.2 Identifies the components of InterSystems Reports
  1. Distinguishes between catalogues and reports
  2. Recalls the features of a catalogue
  3. Catalogues connections and terms
  4. Accesses the catalogue manager in the designer
  5. Identifies which data source types are used in reporting
  6. Identifies the data source connection and how to modify it
  7. Identify what is required to use a JDBC connection 
  8. Recalls what a stored procedure is
  9. Recalls when and why to update a stored procedure
  10. Distinguishes between different data sources and their use cases
  11. Recalls the importance of binding parameters
  12. Manages catalogues using reference entities
  13. Recalls how to change the SQL type of a database field (e.g. dates)
  14. Identifies how to reuse sub-reports
  15. Recalls the different use cases for sub-reports
  16. Describe how to use parameter within a sub-report
  17. Recalls how to configure the parameters that the sub-report requires
  18. Recalls how to link a field on a row to filter sub-reports
  19. Recalls the potential impact of updating stored procedures on the settings
  1.3 Uses Logi Report Designer to design and present data
  1. Distinguishes between the different formats of reports
  2. Determines when and how to use different kinds of page report component types
  3. Recalls the meaning of each band and where they appear (e.g. page header vs banded page header)
  4. Recalls how to add groups and work with single vs. multiple groups
  5. Differentiates between the types of summaries
  6. Uses tools to manage, organize, and group data and pages including effectively using page breaks
  7. Identifies when to use formulas
  8. Uses formulas to format data and tables
  9. Determines ho to best work with images including using dynamic images
  10. Uses sub-reports effectively
  11. Inserts standard page headers and footers into the report
  12. Recalls how to embed fonts into the report
  13. Applies correct formatting, localization, and languages
2. Integrates InterSystems reporting within InterSystems EHR 2.1 Understands InterSystems EHR report architecture
  1. Recalls how to setup a report manager entry
  2. Recalls how many user-inputted parameters can be used in InterSystems EHR
  3. Recalls how to setup menu for a report and how to add menu to a header
  4. Recalls what a security group is and adds menus to security group access
  5. Configure InterSystems EHR layout webcommon.report
  6. Differentiates between different types of layout fields
3. Supports InterSystems Reports 3.1 Verifies printing setup
  1. Debug using menu or preview button
  2. Tests the report by making sure it runs as expected
  3. Demonstrates how to run reports with different combinations of parameters
  4. Tests report performance with a big data set
  5. Identifies error types
   3.2 Uses print history
  1. Identifies use cases for the print history feature
  2. Recalls the steps to retry printing after a failed print
  3. Uses print to history to verify parameters are correctly passed to the parameters in the stored procedure
  4. Recalls how to identify a report was successfully previewed or if it encountered errors

 

Interested in participating? Eligible candidates who have completed the TrakCare Reporting course are encouraged to schedule and take the exam via our exam delivery platform. If you have any questions, please contact certification@intersystems.com. 

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