What It Does:
Retriever is an automated tool that fetches reports from web-based client management systems.
Client management systems excel at helping organizations to record and track information about service users. They typically come with a limited set of "canned" reports, but when these reports don't cover all your needs, the next best option is to export the data and build your reports in another tool.
Some client management systems can be greedy: they readily consume your information, but make it difficult to get it out. For example, exporting data can be a manual process that requires users to select a report from a list, set date ranges and other filters, and select a download format and destination. It's not a lot of clicks, but it adds up if you want to update your data daily or if you need to export multiple reports at a time.
How It Works:
Retriever mimics your mouse and keystroke interactions to automatically complete the steps required to export data from your web-based client management system. It can be set up to run on-demand or run on a scheduled basis (e.g. nightly) on a server. Choose as many reports as you like and define the date ranges and filters to configure for each export. The end result is a folder of reports saved in an Excel-friendly format that can be downloaded with a single click of a button.
Built in R Shiny with Selenium Server, Retriever has been programmed for use with VitalHub's Pirouette, but can be adpated for other web-based client management systems. It provides a simple user interface that can be triggered manually or set to run automatically on a server.