Page Comparison

Tools > Reports 

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1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.
3. Click Users.
4. In the Users panel, do one of the following:
   • Click on the desired user, select EDIT, and then click Edit reports.
   • Right-click on the desired user and select Edit reports.

5. In the Edit user reports dialog box, click on the desired reports to grant to or restrict from the user.

   A blue checkmark will indicate the report is assigned to the user. The name of a role will appear next to a report associated with the user's assigned role(s). Report descriptions can be found at this link.

   

6. Click UPDATE.

Reports that tie out with one another

Financial reports must tie out with one another:

• Sales by Income Account

• Referral Source - Sales

• All Invoices and Returns (Excel only)

Financial reports (tax included) must tie out with one another:

• Sales Report

• Revenue Group Report

HA financial related reports must tie out with one another:

• HA Sale and Return Detail

• KPI Analysis

Closing rate related reports must tie out with one another:

• Opportunity Closing Rate by Provider

• Appointment Analysis

AR-related reports must tie out with one another:

• Patient AR Statement

• Patient AR Statement (w/ 3p details)

• AR Aging Detail (Patient)

• AR Aging Detail (Insurer)

• AR Aging Summary