...
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 AdminN/A
- Log in to personal profile
- Click Reports on
- Sign in to your Personal Profile
- Click the Reports tab on the main menu
- Select (hover Hover over ) the submenu options to view the associated reports listed in on the flyout menu
- For example, select (hover over) the COA Reports on submenu to open flyout menu which will display all associated reports
- Select the report you want to run from the flyout menu
- Enter desiredcriteria into the filters (i.e. filter by , time frame, specific client, employee, service code, cost center, etc.)
- Click the Search button
- The records will display in the table below the filters
- Rearrange columns as needed by dragging and dropping the column header
- Click Download button Download to open the Download Report Wizard
- Select the column(s) from the Available Columns list to be displayed on the report
- Select Click the Right Triangle button to add a column to the Selected Columns
- Select Click the Double Right Triangle >> button to add all columns to the Selected Columns
- Select Click the Left Triangle button to remove the column from the Selected Columns
- Select Click the Double Left Triangle << button to remove all columns from the Selected Columns
- Click Next
- Select the format in which to download the report by clicking the Format dropdown field drop-down
- Formats: Excel, PDF, CSV, Tab delimitedDelimited
- PDFs have a 10-column limitation for report downloads
- Formats: Excel, PDF, CSV, Tab delimitedDelimited
- 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
- Orientations
- Layouts: Portrait or Landscape
- 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
- Click Download andYes to confirm
Related articles
Content by Label | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...