REPORTS
The "Reports" section is where reports can be scheduled or viewed. In Box
Once the "Reports" button is clicked, a screen like the one below will appear, which would list any pre-scheduled reports that are ready to view. This screen also gives five options on how to view the report: HTML, Acrobat Reader, Microsoft Excel, Microsoft Word, or Text. Simply click on the format and the report will automatically open. To save the report, right click on the view type and it can be saved to the user's PC.
Available Reports
Report Scheduling
When the "Select" link is clicked, the scheduling page will be opened. Step 1 and 2 must be completed in order to run the report. Anytime after these steps are finished, the
"Run/Schedule" button can be clicked.
Step 2 allows the user to choose if they want the report to run one time or if they want the report to run on a recurring basis.
Step 3 allows the user to make changes to the criteria of the report. Each report already has a set of criteria set up. Click on the "Delete" link to remove criteria. Click on the "Edit" link to make changes to existing criteria. Click on the "Add new criteria" button to add new criteria.
Select from the options under "Compare To" (see below) or click the "Pick from a calendar" button (under "Compare To") and you will get a calendar. To select a specific date just click on that date on the calendar. Click on the "Accept" link to approve any changes that are made. Click on the "Cancel" link to revert back to the original criteria.
An example of when parentheses would be used in programming criteria involves creating an "or" statement. For example, in order to pull claims where the Claim Status was Open or Re-opened, the criteria would be set up like this:
Having the parentheses around the Claim Status criteria means that in addition to the criteria that was already set up, the claim status must be open or re-opened in order for the claim to be retrieved for the report. Without the parentheses, the report would retrieve open claims that also matched the other criteria that was set up and it would also retrieve all re-opened claims disregarding the other criteria.
Step 4 allows the user to make changes to the sort criteria. Highlight a field in the
"Available" column and click the first button in the "Add/Remove Field" column to add it to the sort criteria. Highlight a field in the "Sort on" column and click the second button in the "Add/Remove Field" column to remove it from the sort criteria.
Highlight a field in the "Sort on" column and click on the up and down arrows in the "Move up or down" column to change the order of the sorting.
Step 5 allows the user to choose if they want to have the data saved in a format that can be manipulated in a spreadsheet. The data will show up with just the column headings and the data. Other formatting such as page headings and totals will not be shown. Reports with this option can only be viewed as HTML, Microsoft Excel, or Comma-Delimited Text files.
Viewing Scheduled Reports
To view reports that are scheduled, click the "Scheduled" button on the top navigation bar. This will provide a list of all reports that are scheduled to run on a certain date, but have not run yet.
For example, if there is a report scheduled to run on the 15th of every month, it will appear
on this list until the 15th. On that day, the report will run and will move to the Reports In
Box. The report that is scheduled to run on the 15th of next month will then be listed on
this page.