Reports - Run and Download

Description: In this topic, 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: Super User, Supervisor, Employer

Permission Required: N/A

1. Log in to personal profile

2. Click Reports on the main menu

3. Hover over the submenu options to view associated reports listed on the flyout menu

4. Select the report to run from the flyout menu

5. Enter desired criteria into the filters (i.e., time frame, client, employee, service code, cost center, etc.)

6. Click Search

7. The records will display in the table below the filters

8. Rearrange columns as needed by dragging and dropping the column header

9. Click Download to open the Download Report Wizard

10. Select the column(s) from the Available Columns list to be displayed on the report

    1. Click the Right Triangle button to add a column to the Selected Columns

    2. Click the Double Right Triangle >> button to add all columns to the Selected Columns

    3. Click the Left Triangle button to remove the column from the Selected Columns

    4. Click the Double Left Triangle << button to remove all columns from the Selected Columns

11. Click Next

12. Select the format in which to download the report by clicking the Format field drop-down

    1. Formats: Excel, PDF, CSV, Tab Delimited

       1. PDFs have a 10-column limitation for report downloads

13. If PDF is selected, choose the layout for the report download in the Orientation field drop-down

    1. Orientations: Portrait or Landscape

14. Optional - Click the Save as Report Download Preference checkbox to save this report preference

15. Click Download and Yes to confirm

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