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 built-in reports, but when those don't cut it, it is sometimes necessary to export data and build 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 can add 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. Choose as many reports as you like and define the date ranges and filters to pre-fill on each export.
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.