NOTE: The data that will appear in your custom report may not be “real time”. The database is updated roughly every 24 hours, so something that you added a few hours ago may not be present in your report. This is standard for most complex reporting systems. Future enhancements are planned.

From your main menu, navigate to Reports>Custom Reports

If you don't see Custom Reports, navigate to the Admin settings and check your permissions.

When the page opens, you will have access to

To create a new report, simply click on New Report

First, you will select a template. This will determine which information you can include

If you choose the

Once you have decided which template to use, you will need to determine what format you want your report to be. If you want it to look like the current CareSmartz360 reports, you’ll select “Grid”. That will produce a report that looks like an Excel spreadsheet.

On the left side of the report, you will then be able to see a list of all the pieces of information you can put in your report.

At the top of the page, you will select the filters that you want. These would be items like: Active/Inactive, Office, Date Range, Status, etc.

There are two ways to add the filters.

A pop-up will open that allows you to multi-select which filters you want for this report. Your options will only include fields that are part of the modules that you selected.

2. You can also just drag and drop the item you want from the list on the left to the Filter field.

Whichever method you choose, make sure to click on the “Apply Filter” button when you’re done selecting what you want.

You can edit the filters by right clicking on the “pencil” edit icon. For instance, you might want to set the date to a range or a specific date.

Select the filters you want, and then Click on Apply Filter

Next, you will drag the fields you want from the list into the “Columns” box

If you want to “group” things, drag those items into the “Separators” box. In the example below, I have moved the “Company/Payer” item, so my report will group my outstanding invoices by payers. I won’t have to manually sort them.

NOTE: You can only group by 1 field. You cannot group by Payer and then group by client under that.

Hovering over the word Preview will open a small menu you can use to

Click on the Report Properties if you want to format the colors, alignment, font, etc. For the WHOLE report

To add a border and or grid lines, select the “Border” Option

To add a frame around the entire report, select 1,3,4,5

To add the gridlines within the frame, select 2,6

To put in all gridlines, select them all.

If you want to format just some specific fields, select field properties, and then select which fields (columns) you want to format

You can change the Font by selecting from the Dropdown menu, and you can choose to make the text Bold, Italics, and/or Underlined. By default, items will be sorted in A-Z alphabetical order, but you can reverse that.

Choose whether you want the text in the cell to be left justified, centered, right justified, or distributed by choosing the corresponding icon.

To select the colors for the text font or to highlight the cell,

Select which you want

Select All Values from the Dropdown menu

Add Totals, Grand Totals for your columns.

When you select the option to total (either grand total or subtotal), a window will open for you to select

Function

Data Type

Format

Next is Formatting the way the report looks, specifically headers and footers.

Selecting both checkboxes in the upper left corner will provide you with the options to add the information you choose.

To delete any information you don’t want in the header, just use the X. You can also use the “Format Properties” tab to select specific fields and format them.

If you leave everything in, your report header will look like

The Preview Module allows you to see what your report will look like on the screen and make changes to the margins and orientation. Make sure you SAVE if you make any changes.

The last step for your set up is to determine which agency/admin users have what kinds of access to your report.

You can select

You can then select which kind of access:

Definitions:

Once the report has been created, agency users who have access to it can perform a variety of functions, depending on the type of access that has been granted: