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The old ReportingCompatibility Module includes a very useful Cohort Builder feature.

We need to build a replacement for that feature, in the newer Reporting Module so that people can access the same cohort queries on-the-fly as they use in reports.

Requirements / Project Phases

This project should take an iterative approach, adding functionality piece by piece. One possible ordering of features would be:

  • Choose a saved cohort query with no parameters, and see (asynchronously) the number of patients matching the query
  • Choose a saved cohort query with parameters, and prompt the user for parameters
  • Popup a preview of the list of patients matching a query
  • Saving and loading search histories
  • Combining multiple queries together with boolean logic
  • Saving combined queries
  • Let the administrator indicate which queries should be available as "shortcuts"
  • Combining multiple queries with an easy-to-use interface (<-- this is hard!)

The "Cohort Builder Replacement" tickets in JIRA propose another possible ordering of features.


Here are some initial mockups that show a general idea of how this could work, but come nowhere near defining requirements.

The minimal first pass at this would be: 

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  1. Please could you add more information to this project. Is that all there is? Thanks.

    1. More detailed information in JIRA if you search for

      project = report and issuetype="story" and summary ~ "cohort builder replacement"
  2. I'm currently working on the UI and requirements, some of the initial work can be seen at I'll post more to the community, once we've gotten more done, but if anyone wants to work on it with me, feel free to send me an email.

    1. I am interested in working on this project. My plan is to start as soon as I am done and over with a project I'm working on right now - the BIRT Module.

  3. I've added the initial designs here for feedback