Why save a report
If you run the same view of the Reporting grid regularly — say a weekly Claims by Payer export — you can save the current column layout, filters, sorting, date range, and grouping as a named report. Next time you open Reporting, pick it from the Report dropdown and everything snaps back into place.
Saving a new report
- Open the Reporting page and set up the grid the way you want it — choose a tab, adjust columns, apply filters and sort, and pick a date range.
- Click Save Report.
- Enter a name like "Weekly Submitted Claims."
- Tick Make this report visible to my company if you want coworkers to see it. Leave it unticked for a private report.
- Click Save.
Loading a saved report
The Report dropdown at the top of the page is grouped into Default Reports (built-in views like Default, AR Focus, Patient Billing on Claims; Rebills Only and Payments & Adjustments on Billing History) and Saved Reports (yours and any public ones from your company). Pick one and the grid reconfigures automatically.
Updating a saved report
Load the saved report, make your changes in the grid, and click Update. You can only update reports you own — Update and Delete are hidden on default reports and on public reports owned by someone else.
Deleting a saved report
Load the saved report and click Delete. This only removes the saved layout — claim and payment data is untouched.
Example
Every Monday, you review all claims submitted last week with payer, amount, and status. Set the Claims tab with those columns and a Last 90 days date range, click Save Report, name it "Weekly Submitted Claims," leave public off, and save. Next Monday you just pick "Weekly Submitted Claims" from the Report dropdown.
Tips
- Use clear, descriptive names so reports are easy to pick out in the dropdown.
- Mark a report public when the whole billing team should share a common view — for example a company-wide "Aged AR Over 90" report.