Creating and Printing Custom Production Reports

1. Open the Reports & Statements window. For more information on opening this window, go to Opening the Reports & Statements Window.
2. Click the Custom tab.
3. Select Production Reports from the Report Name list.
4. Click Open.

   The Custom Business Analysis Reports window opens.

5. To open previously saved report settings, go to Loading Saved Custom Report Settings, and then skip to step 18.
6. Select a report from the Report Type drop-down menu.
   • Production Report - Period Comparison. Lists sales, discounts, adjustments, returns, receipts, and applied payments grouped by production or financial groups.
   • Production Report - Location Comparison. Compares sales, discounts, adjustments, returns receipts, and applied payments between selected locations.
   • Production Report - Provider Comparison. Compares sales, discounts, adjustments, returns receipts, and applied payments between selected providers.
   • Production Report - Year-to-Year. Compares sales, discounts, adjustments, returns receipts, and applied payments during a selected period and year-to-date and compares to the same period one year prior and prior year-to-date.
   • Productivity Recap. Lists Charges, Adjustments, Receipts, or Applied Payments and Refunds for a selected period. Results can be grouped by location then provider or by provider then location.
   • Monthly Production Recap. Lists a summary of sales, discounts, adjustments, returns receipts, and applied payments by day.
7. Select the level of detail that you want to display in the report from the Report Detail drop-down menu.
8. Select the Resummarize check box to recalculate the totals as needed.

   Select the Resummarize check box only if you have noticed that the Production reports at the Summary and Product Group levels do not match the reports at the Patient and Product Detail levels. Selecting the Resummarize check box greatly lengthens the amount of time it takes to generate the report.

   By default, the Summary and Product Groups reports use the data that was summarized the last time the report ran as a starting point for its calculations. Using the previous summary rather than recalculating from the beginning of your recorded data saves time; however, due to irregularities, the reports may become inaccurate over time. Selecting the Resummarize check box corrects these irregularities.

9. Select a date range for the transactions 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.
10. If you selected the Production Report - Period Comparison, select a period from the Comparison Period drop-down menu.
11. Refine the report results by selecting the report options, as needed:
    1. Click the Report Options tab.
    2. To include product fees on the report, select the Include Fees check box and select the check boxes that correspond to the types of fees you want to include.
    3. To include payments received on the report, select the Include Receipts check box and select the check boxes that correspond to the types of receipts you want to include.If you selected Production Report - Provider Comparison report, you cannot select the Include Receipts check box and corresponding check boxes.
    4. To include receipts applied to charges on the report, select the Include Applied Payments check box and select the check boxes that correspond to the types of payments you want to include.
    5. Select the Apply Adjustments and Applied Payments to Fee Slip Location check box to report adjustments and payments by fee slip location. For example, if a payment or adjustment is recorded in OfficeMate Administration, that payment will be applied to the location of the fee slip rather than to the administrative location.
    6. If you selected the Production Report - Year-to-Year Comparison report, select the Show Change as Percentage check box to include the percentage of change instead of the change in dollars, as needed.
    7. If you selected the Productivity Recap or Monthly Production Recap reports, select whether you want to run the report for deposits and receipts or by applied payments, indicate whether you want the report to list payments and adjustments by location, and select whether you want each group to start at the top of new page.
12. 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.
13. 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.
14. 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.
15. Refine the report results by selecting the products you want to include, as needed:
1. Click the Products tab.
2. Select the Financial Groups, Production Groups, or Attributes radio button to narrow the report results by financial group, production group, or attribute.
3. Select only the financial groups, production groups, or attributes that you want to include in the report in the Selected box.

   To select more than one product, press and hold the Ctrl key and then select multiple products.

4. Click the single left arrow (<) to move a product to the Available box, and therefore exclude the product from the report.
5. Click one of the double arrows (<< or >>) to move all the products from one box to another.
16. 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.
17. If you want to save the report settings for future use, go to Saving Custom Report Settings.
18. To print the report, chart, or graph, perform the following steps:
    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, go to Using the Report Viewer Window.

19. To export the data into a CSV file, perform the following steps:
    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.