How do i create a charge report?

Charge Reports will display all services your lab members have ordered from cores, what payment numbers were provided and if there are any future orders.

Step 1: Click on the Charges sub-tab. (Your home page may default to this tab.) (Figure 1)

Figure 1: Click on the charges sub-tab.

You now see four options:

  • Load Default

  • Load Saved

  • Build New

  • Reporting Home

Step 2: Choose report option.

LOAD DEFAULT

Refining your report:

Each lab will define which report will serve as the default report. In the case in Figure 2, the default Report Settings are:

Figure 2: Default report settings.

Default report settings:

  • Select Date Range: You may define your date parameters. In this case, the date is defined as the current month (October).

  • Select Date field:  Define which date should be used to define the date range. You may choose Purchase Date, Completion Date, or Billing Date. In this case, Purchase Date was used.

  • Customize Display: You may designate precisely what kinds of charts and graphs display in your report. In this case, the default report has many different graphs and charts. (Figure 3) 

    • Chart type: You may select pie graph, bar graph, line graph, data table, 

    • Grouped by: You may group by core, lab, service, price type, customer, billing status, and study.

    • Value to report on: You may select total cost, average cost, and quantity.

    • Display data by: You may select week, month, quarter, day of week, and hour.

    • Also group by: You may choose an additional grouping by core, lab, department, institution, center, work status, billing status, billing event status, price type, customer, service, payment number, and study.

    • No charge as $0?: Indicate whether you wish to display a no-charge as $0. (Y/N)

    • Convert pie to bar if any values are negative? Because a pie chart cannot display a negative value, indicate whether you wish to convert to a pie chart in the event of a negative value. (Y/N)

  • Apply Settings: Once you have defined 1-3 above, click Apply Settings to display your new report.

Figure 3: The default report has many different graphs and charts. 

You may also apply filters to further refine your report. (Figure 4) 

Figure 4: You may apply additional filters 

Actions you may take on the report

Once your default report has loaded, you may take several actions:

  • Save: You may save your report for later access. (Figure 5) 

Figure 5: Save your report as a new report or overwrite an existing report.

  • Share: You may choose to share the report with other members of the core. (Figure 6)

Figure 6: You may choose to share your new report.

  • Email: You may send the reports through email. (Figure 7)

Figure 7: You may send your report through email.

  • Export: You may export the report as a .pdf, a .csv, or an .xls (Figure 8)

Figure 8: You may export the report to your device in many forms.

  • Print Preview: When you click on Print Preview, a new window will open, displaying exactly what your report will look like printed.

LOAD SAVED

You may choose to load a report that has already been saved. To do so, click on the Load Saved button. (Figure 9)

Figure 9: Select which saved report you would like to load.

Simply select your report, then click Load.

BUILD NEW

You may build a new report by clicking the Build New button. (Figure 10)

Figure 10: Build a new report.

From here, follow the directions outlined in Load Default section above.

 

REPORTING HOME

When you click on the Reporting Home button, you will receive a warning message about saving your work. (Figure 11)

Figure 11: When you click Reporting Home, you will receive a warning message.

Click the OK box and you will be returned to the Reporting home page. (Figure 12)

Figure 12: Reporting Home


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