How to Create Report Templates

  • Updated

Use report templates to easily save selected fields on a report. This function is a convenience that allows users to generate consistent reports over time. Report Templates are especially useful for the Claim Status Reports as there are numerous selectable fields.

  1. Select an Organization and Practice from the drop-down menu in the top left corner. mceclip0.png
  2. Navigate to the Reporting
  3. Decide which report to run and, if available at both levels, whether this report should be run at the Organization or Managing Organization
  4. Click into the Organization tab to run a report for a single Organization. Click into the Managing Organization tab to run the report for all or some organizations.
    • Note: Not all reports are available at both the Organization and the Managing Organization level.
  5. Enter/select the report criteria that needs to be replicable.
    • Note: The picture below shows possible selections for the Claim Status Report (By Submission Date). Selectable criteria will vary depending on the type of report. Start Date and End Date are not saved into a template. They will continue to pull the default dates for the report.
  6. Click Save Template Asmceclip2.png
  7. In the dialogue box, enter a name to identify the template. mceclip3.png
  8. Click Save.
  9. To access the report template in the future, navigate to the specific report the template was saved under.
  10. Under the Template drop-down menu select the desired template. mceclip4.png
  11. If appropriate, edit the Start and End dates.
  12. Click, Create Report.

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