how do i generate reports on services provided by the core?

STEP 1: Navigate to the core facility Reporting tab.

To access custom form reporting, navigate to your core facility Reporting tab, then click on the Charges link. (Figure 1) 

Figure 1: Reporting > Charges

STEP 2: Load default/saved report or build a new report.

You may load the default report, or you may load a saved report. (Figure 2) 

Figure 2: Load a saved report or build a new one.

You may also choose to build a new report. To do so, follow the steps below.

STEP 3: Click Build new button.

Click Build new button to build a new report. (Figure 2)

STEP 4: Select a date range.

Select a start date and an end date for the entered form, or select from the default date ranges provided in the pop-up menu. (Figure 3)

Figure 3: Select a date range.

STEP 5: Select date field.

Select which date you would like to use to select your data. (Figure 4)

Figure 4: Select a date field.

STEP 6: Customize display.

You may select how you would like the data to display. (Figure 5) 

Figure 5: Customize the display.

For more information on building a report, see <CA-Building a Report> article.

STEP 7: Click Run Report.

Your report will now display.


(Figure 6) 

Figure 6: Actions on a report

  • Save: Name and save your report for sharing and later access. (Figure 7) 

Figure 7: Save a report.

  • Share: Share your report with colleagues. (You must first save the report to share it.) (Figure 8) 

Figure 8: Share a report.

  • Email: Email your report to colleagues of your choosing. (Figure 9) 

Figure 9: Email a report.

  • Export: Export your data.  (Figure 10) 

Figure 10: Export the data from a report.

You may select to export your data in various formats, including a .pdf, a .csv, and a .xls.

  • Print Preview; Preview how your report will look when emailed or printed.

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