Add reports to a report set

Use these instructions to add drill-down reports to an existing report set, and to set up headers and footers for the generated reports.

NOTE: Drill-down reports are based on institutional claims unless your organization has only professional claims. Users processing only professional claims will see the Pro Claims and Pro Line Items tabs instead of the Claims and Line Items tabs. Likewise, they will only see menu selections related to Pro Claims and Pro Line Items in the filters dialogs.

To add reports to the report set:

  1. In the Report Set table, find and select the report set.
  2. At the top of the Report Sets dialog, click the Sheets tab.
  3. On the Sheets tab, at the bottom left, click Add New Sheet. A new row is added to the Sheets table.
  4. Click in the Query Name field, and then from the drop-down menu, select the drill-down report to add.

  5. In the Worksheet Name field, type a name for the worksheet. Worksheet names become the names of the tabs used in the generated report.

    All reports, regardless of type (Claims/Pro Claims or Line Items/Pro Line Items), are listed here alphabetically. Each added report will be an additional sheet in the report set Excel workbook.

  6. Near the right end of the new row, click Save.

  7. If desired, you can add header and footer information to the sheet. See the following instructions “Add headers and footers to reports in the set.”

  8. Run and view the report, or schedule the report set to run at another time.

To add header and footer information to the sheet:

  1. In the Header/Footer column for the new sheet row, click Details.

  2. In the Header Details section, type the desired information into the fields that corresponds to the section of the header where you want the text to display.

  3. In the Footer Details section, type the desired information into the fields corresponding to the footer sections (Left, Center, Right) where you want to place text. To add page numbers and a time stamp of when the report was created, do the following:

    1. Click in the field where you want the page number to populate; then, in the formatting menu at the top of the dialog, click the page number button ().

    2. Click in the field where you want to put the date and time that the report was created, then, in the formatting menu, click the date button (), and then click the time button ().

      Example of page number and report time stamp set in the footer

  4. At the bottom of the dialog, click Submit Details.