All reports have columns and filters that you can use to customize the report data and format. You can modify the reports by:
- Adding and removing columns.
- Selecting different sorting and grouping orders.
- Selecting new ways of totaling the columns.
- Modifying the criteria used for each report that you generate, such as specific date ranges for a rendering provider.
Because each report generates different information, the filter criteria available to you depends on the report you are creating. After you have modified a report filter to fit your needs, you can memorize it so you can run the report at another time.
To open the
Report Filter window, do one of the following:
- Select a report from the Reports menu.
- If a report is already open, select the Report Filter
toolbar button.
- Right-click on an open report, and then select Filter.
Some common elements display on the
Report Filter window for each report. For example, all filters have similar filter options in the
Settings List such as
Columns,
Filter 1,
Filter 2, and
Sorting. If a filter option is not available, then it does not apply to the report.
Note: An Info button is available on the Report Filter window for some reports. When selected, an Information window opens that includes the following information about the report: Logic, Filtering Info, Common Uses, and Balances to Other Reports. The Info button is not available on all reports and is reserved for reports generally used most often.
