Creating and Printing Custom Performance Reports

1. Open the Reports & Statements window and click the Custom tab. For more information on opening this window, go to Opening the Reports & Statements Window.
2. Select Performance Reports from the Report Name list and click Open.

   The Custom Business Analysis Reports window opens.

To open previously saved report settings, go to Loading Saved Custom Report Settings, and proceed to step 11.
3. Select a report from the Report Type drop-down menu.
   • Performance Report - Net Fees. Lists performance results, based on products sold and services rendered, in terms of net fees.
   • Performance Reports - Net Quantities. Lists performance results, based on products sold and services rendered, in terms of net quantities.
4. Select the level of detail that you want to display in the report from the Report Detail drop-down menu.
5. Select a date range for the information you want to include in the report.
   • Select a range from the Span drop-down menu and use the left and right arrows to advance the time period.

     OR

   • Enter beginning and ending dates in the date range fields.
6. Refine the report results by selecting the report options, as needed:
   1. Click the Report Options tab.
   2. Click Setup Report.
   3. The Business Analysis Reports Setup Options window opens.
   4. Click the various tabs on the Business Analysis Reports Setup Options window.
   5. Select items that you want to include as quantities or fees in the column represented by the tab.
      • On the Comprehensive Exams tab, you can select the CPT codes to include as quantities or fees in the Comp. Exam column in the report.
      • On the Medical Exams tab, you can select the CPT codes to include as quantities or fees in the Medical Exam column in the report.
      • On the Exam Only tab, you can select the CPT codes to include as quantities or fees in the Exam Only column in the report.
      • On the CL Exams tab, you can select the CPT codes to include as quantities or fees to calculate the number of contact lens exams performed. This number is then used to calculate the percentage of contact lens packages sold.
      • On the CL Packages tab, you can select the contact lens packages sold. For information on setting up contact lens packages, see Setting Up Discounts & Packages.
      • On the Photos tab, you can select the CPT codes to include as quantities or fees in the Photos column in the report.
      • On the A/R Coatings tab, you can select the A/R coating attributes that are part of A/R coatings added to lenses. For information on setting up attributes, see To add & modify attributes. For information on adding attributes to products, see To add manufacturer SKUs to OfficeMate product details.
        
        On the Frame Warranties tab, you can select production groups that relate to contact lens warranties. For information on setting up a warranty production report group list box selection, see To add list box selections.
   6. Click the right arrow (>) to move products to the Selected box.
   7. Click one of the double arrows (<< or >>) to move all the products from one box to another.

      To select more than one item, press and hold the Ctrl key and then select multiple items.

   8. Click OK.

      

7. Refine the report results by selecting the regions you want to include, as needed:
   1. Click the Regions tab.
   2. Select only the regions that you want to include in the report in the Selected box.

      To select more than one region, press and hold the Ctrl key and then select multiple regions.

   3. Click the single left arrow (<) to move a region to the Available box, and therefore exclude the region from the report.
   4. Click one of the double arrows (<< or >>) to move all the regions from one box to another.
8. Refine the report results by selecting the locations you want to include, as needed:
   1. Click the Locations tab.
   2. Select only the locations that you want to include in the report in the Selected box.

      To select more than one location, press and hold the Ctrl key and then select multiple locations.

   3. Click the single left arrow (<) to move a location to the Available box, and therefore exclude the location from the report.
   4. Click one of the double arrows (<< or >>) to move all the locations from one box to another.
9. Refine the report results by selecting the providers or staff members you want to include, as needed:
   1. Click the Providers tab.
   2. Select the Providers, Staff Members, or Recorded By radio button to limit the providers or staff that are available to select.
   3. Select only the providers or staff members that you want to include in the report in the Selected box.

      To select more than one provider or staff member, press and hold the Ctrl key and then select multiple providers or staff members.

   4. Click the single left arrow (<) to move a provider or staff member to the Available box, and therefore exclude the provider or staff member from the report.
   5. Click one of the double arrows (<< or >>) to move all the providers or staff members from one box to another.
10. Select the Report Grouping check boxes to sort the report results into groups, as needed. You can select any number of the check boxes that are available. Not all check boxes are available for all reports.
11. To save the report settings for future use, see Saving Custom Report Settings.
To print the report, chart, or graph

1. Select the Printer check box.
2. Select a printer from the drop-down menu.
3. Click Process.

   The Report Viewer window opens and displays a preview of the report, chart, or graph.

4. Click the Print Report icon.
5. Close the Report Viewer window when finished.

   For more information about the Report Viewer window, see Using the Report Viewer Window.

To export the data into a CSV file
1. Select the CSV File check box.
2. Type a folder location in the Folder text box.
3. Type a name for the file in the File Name text box.
4. Click Process.
5. Click View File to view the data in the CSV format.