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 several different formats:
Filter Formats
(Click an image to enlarge)
Group By Filter(e.g., Primary, Secondary, and Tertiary Group By Filters on Financial Activity Summary 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) | ||||||||||
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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.
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| The Date field is used to set the time frame for the report results.
| 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
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1 | From the Reports page, identify the report to run from the list of reports. | |||||||
2 | Select the report and click Run. The Parameters page opens. |
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3 | Select the filter and search parameters for the report:
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4 | Click Run. The selected report page opens in Connect Back Office. |
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