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Complete this task to

run or execute a report in Portal.

select filter and search criteria prior to executing the report.

The filter options are used to pull specific records, and come in  several different formats:

Filter Formats

(Click an image to enlarge)

Group By Filter

(e.g., Primary, Secondary, and Tertiary Group By Filters on 13 Month Financial Activity Report) 

Drop Down Filter Options

(e.g., Include Filter on Anesthesia Case Utilization - Case Output Report)

List Selection Filter

(e.g., Practices Filter on 12 Month Payment Waterfall Summary Report) 

Free Text Filter Options

(e.g., Claims Page) 

 

Date Filter

Checkbox

(e.g., By Date of Service Filter on Aging Analysis Detail Report) 

Image AddedImage Added Image Added Image AddedImage AddedImage Added

These fields are used to select the priority and sort order of records displayed.

Some reports allow you to select up to three different group by filters. The records are grouped in order accordingly: Primary, Secondary, and the Tertiary.

  1. Click the arrow to open the Group By filter drop down list.
  2. Select a grouping option.
  3. The report will group search results accordingly once executed.
     
  1. Click the arrow to open the filter drop down list.

  2. Select a filter option.

    Note
    Only one option can be selected from the list.
  3. The report will display results matching the selected option once executed.
  1. Click the arrow to open the filter drop down list.

  2. Select a filter option.

    Note
    Multiple options may be selected from the list.
  3. Repeat the above step for additional values to include in the filter.
  4. The report will display results matching the selected option(s) once executed.

 

Note
Selected options can be deleted from the filter by clicking the X in the selection box. Image Added
  1. Begin typing in any of the filter fields. 
  2. The list of records updates as you type to display only those that match the filter selection.
 These fields are used to select the priority and sort order of records displayed.

 

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Reports tab, identify the report to run from the list of reports.

 
2

Click Edit for the report. The Criteria page opens.

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Note
The Parameters window displayed here is only an example. The available fields vary depending on the report being run. 
3

Select the filter and search parameters for the report:

Note

Multiple filters can be applied for the same report.

Info
See the Filter Formats section above for information about updating the different filter formats.
Note

To save the search/filter criteria for reuse the next time the report is executed:

  1. Click the Save / Save As button.
  2. Enter the Name for the report.
  3. Click OK.
4Click Run Report. The selected report page opens in Connect Back Office. 

 

 

 

 

 

Panel
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titleRelated Topics

Workspace (Portal)

Dashboard Tab

Reports Tab

Sample Report

Running Reports (Portal)

Exporting Reports (Portal)

Sorting, Resizing, and Reordering Columns

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titleRelated Training/Support Documentation

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