Description: In this topic you will learn how to run and download reports.

*Please note: The employer and case manager roles can only view a limited subset of reports to maintain HIPAA compliance.

Role Required: Superuser, Supervisor, Employer, Case Manager

Permission Required: Report Admin

  1. Sign in to your Personal Profile
  2. Click the Reports tab on the main menu
  3. Select (hover over) the submenu to view the associated reports listed in the flyout menu
    1. For example, select (hover over) the COA Reports on submenu to open flyout menu which will display all associated reports
  4. Select the report you want to run from the flyout menu
  5. Enter desired criteria into the filters (i.e. filter by time frame, specific client, employee, service code, cost center, etc.)
  6. Click the Search button
  7. The records will display in the table below the filters
  8. Click Download button
  9. Select the column(s) to be displayed on the report
    1. Select the Right Triangle button to add column to the Selected Columns
    2. Select the Double Right Triangle >> button to add all columns to the Selected Columns
    3. Select the Left Triangle button to remove the column from the Selected Columns
    4. Select the Double Left Triangle << button to remove all columns from the Selected Columns
  10. Click Next
  11. Select the format to download the report by clicking the Format dropdown
    1. Formats: Excel, PDF, CSV, Tab delimited
      1. PDFs have a 10 column limitation for report downloads
  12. Select the layout for which you would like the report downloaded in the Layout dropdown
    1. Layouts: Portrait or Landscape
  13. Select Download to download the report
    1. Optional - click the Save as Report Preference Checkbox if you would like to save this report preference in the future
  14. Select Yes in the confirmation alert window
    1. Optional - click the Save as Report Preference Checkbox if you would like to save this report preference in the future