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Complete this task to select filter and search criteria prior to executing the report.

The filter options are used to pull specific records, and come in 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(e.g., Include Filter on Anesthesia Case Utilization - Case Output Report)

Multi-Select Drop Down Filter

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

Free Text Filter

(e.g., Age From and Age To Filters on Aging Analysis Detail Report)

Date Filter

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

Checkbox

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

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 then Tertiary.

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

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

Click the arrow to open the filter drop down list.
Select a filter option.
Note
Multiple options may be selected from the list.
Repeat the above step for additional values to include in the filter.
The report will display results matching the selected options once executed.

Note

Selected options can be deleted from the filter by clicking the X in the selection box.

Note
Some free text fields may include a default value that can be overwritten.

Enter the desired filter value in the field.
The report will display results meeting the entered values once executed.

The Date field is used to set the time frame for the report results.

Open the Date drop down list and select an option.
The report will display results meeting the selected time once executed.

Note

If Custom Date Range is selected, the From and To fields are enabled to set the range of time.

If Last # of days is selected, the Last # of Days field is enabled to set the number of days from today pull records for the report.

If checked, the report generates by the "true" value of the statement.

If unchecked, the report generates by the "false" value of the statement.

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.

Note
The Parameters window displayed here is only an example. The available fields are specific to the report being run.

3

Select the filter and search parameters for the report:

Note
Multiple filters can be applied on 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:

Click the Save / Save As button.
- Notes:
  - Clicking Save overwrites the current filters saved for the report. The Save option is not available for system reports because they cannot be overwritten.
  - Clicking Save As creates a saved report for the newly configured filter criteria.
The Save As window opens.
Enter the Name for the report.
Open the dropdown and select a folder to store the report.
Click OK.

The saved report can be found on the Reports tab in the folder in which it was saved.

4

Click Run Report. The selected report page opens in Portal.

Info

Additional filters can be applied to one or more columns in the resulting report.

Click the in the column you'd like to filter on.
Click Filter. The Filter window opens.
Open the first Show items with value that dropdown field and select a filter option.
Enter or select a value in the field below it to identify the criteria, e.g., "is equal to 08/31/2016" or "is less than 1000".
(Optional) Select a second set of criteria. If two sets of filter criteria are established, you can set the relationship of the conditions via an 'and' or 'or' statement.
Click Filter. The list of search results are modified to meet the newly selected filter criteria.