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Description: In this topic you , the user 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: SuperuserSuper User, Supervisor, Employer, Case Manager

Permission Required: Report Admin

1. Sign Log in to your Personal Profilepersonal profile
2. Click the Reports tab on  on the main menu
3. Select (hover Hover over ) the submenu options to view the associated reports listed in on the flyout menu
4. For example, select (hover over) the COA Reports on submenu to open flyout menu which will display all associated reports
5. Select the report you want to run from the flyout menu
6. Enter desiredcriteria into the filters (i.e. filter by , time frame, specific client, employee, service code, cost center, etc.)
7. Click the Search button
8. The records will display in the table below the filters
9. Rearrange columns as needed by dragging and dropping the column header
10. Click Download to open the Download Report WizardClick Download button
11. Select the column(s) from the Available Columns list to be displayed on the report
    1. Select Click the Right Triangle button to add a column to the Selected Columns
    2. Select Click the Double Right Triangle >> button to add all columns to the Selected Columns
    3. Select Click the Left Triangle button to remove the column from the Selected Columns
    4. Select Click the Double Left Triangle << button to remove all columns from the Selected Columns
12. Click Next
13. Select the format in which to download the report by clicking the Format dropdown field drop-down
    1. Formats: Excel, PDF, CSV, Tab delimitedDelimited
       1. PDFs have a 10-column limitation for report downloads
14. Select If PDF is selected, choose the layout for which you would like the report downloaded download in the Layout dropdown Orientation field drop-down
    1. Orientations
    2. Layouts: Portrait or Landscape
15. Select Download to download the reportOptional - click Click the Save as Report Download Preference Checkbox if you would like checkbox to save this report preference in the futureSelect Yes in the confirmation alert windowOptional - click the Save as Report Preference Checkbox if you would like to save this report preference in the future
16. Click Download andYes to confirm

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