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) 

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.

  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.

    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(s).

    Multiple options may be selected from the list.
  3. Click the drop down arrow again to close the filter drop down list.
  4. The report will display results matching the selected options once executed.


Selected options can be deleted from the filter by unchecking the item from the list. 

Some free text fields may include a default value that can be overwritten. 
  1. Enter the desired filter value in the field.
  2. 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.

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


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 page, identify the report to run from the list of reports.


2

Select the report and click Run. The Parameters page opens.

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:

Multiple filters can be applied for the same report.

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

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

  1. 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.
  2. The Save Report As window opens.
  3. Enter the Name for the report.
  4. Open the Folder drop down list and select a folder to store the report.
  5. Click OK.

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

4Click Run. The selected report page opens in Connect Back Office.






Related Topics

Reports (Back Office)

Reports / Find Report Tab  

Reports / Modern Tab

Reports / Scheduled Tab

Reports / Output Tab

Running Reports

Exporting Reports

Balancing Reports

Scheduling Reports  

Related Training/Support Documentation

Not applicable for this topic

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