How to Use the Report Generator

Sensei Cloud provides you with the ability to generate customized reports to meet your unique reporting needs.

The available report types are:

• Production By Code: offers insight into the posted, procedure-based production for a selected reporting period.
• Daily Activity Report: summarizes all of the posted transactions for a specified service (or transaction) date. See How to Create a Daily Activity Report for more information. 
• Insurance Aged Receivables: provides an accounting of outstanding insurance claims (with associated aged receivables) grouped by insurance payer for a selected reporting period. Note: This report option is available for US customers. See How to Create an Insurance Aged Receivables Report for more information.

Note: Administrators automatically have access to the Report Generator, but other users need the Report Generator setting activated within their user permissions (Administration > Permissions > User Permissions > Financial section > Report Generator). See How to Assign Group and User Permissions for more information. 

To generate a report:

1. From the Location or All Locations tab, select Financials > Report Generator. The Generated Reports List is displayed. 
   
   Note: 
   -- The list of reports includes any reports generated within the last 10 days.
   -- You can use the Created By filter to display reports generated by specific users.
   -- If you are accessing the Report Generator from the All Locations tab, there is an additional Locations filter option.
2. Under Actions, click Generate New Report. The Create a Report screen is displayed.
   
3. Select a Report Type.
4. From the Group By drop-down list, select the grouping for the report (e.g., Office Code or Provider).
   Note: If you access the Report Generator from the All Locations tab, there is also an option to group the report by Location. 
5. Click on the Calendar icon to select a Reporting Period. A two-month calendar view is displayed, along with some predefined date range options. 
   Tip: You can select a date range such as Last 7 Days, This Week, etc., from the panel on the left side, or you can use the calendar to select an individual date or click-and-drag to select a date range.
6. Under Compare PY, select Yes or No.
   Note: Selecting Yes adds additional prior year columns to the Selected Columns for the report.
7. Under Date Type, select Service or Transaction.
8. Select an Ascending or Descending sort order for the report.
9. Select a Report Format from the drop-down list.
   --Totals: Total production procedure count and amount for each provider (for the defined reporting period). This option is available when generating a report that is grouped by Provider. 
   --Totals and Subtotals: Overall total of the production associated with the selected reporting period.
   --Totals, Subtotals, and Details: Transaction-level reporting of production associated with the selected reporting period.
   Note: If you select Totals, Subtotals, and Details and also have Printout (PDF) selected under the Report Output section, you are prompted to confirm if you want to include the PDF printout.
   
10. Select the items to include in the Report Output.
    Note: All three of the report output options are selected by default. An on-screen report is always included in the generation; this option cannot be deselected. You can however deselect the Export (CSV) and Printout (PDF) options, if desired. 
11. Under Select Columns, use the arrows to select columns to be included in the report (e.g., CDT Code, CPT Code, etc.).
    Note: The available columns vary based on the Report Format selection. Click the x next to a column to remove it from the Selected Columns.
12. Under Filter Parameters, use the filters for each column to further refine the criteria as needed. 
    
    Tip: 
    --Click All next to a report item to open the Select Filter Values window (e.g., Select Filter Values - Office Codes). From here, you can select the specific items you want to include. When you click Save, the number of selected items is displayed next to the column. 
    --Click Reset in the upper-right corner of the report generator to revert to the default report settings.
13. Click Generate Report.

The Generated Reports List includes the following information for each report:

• Report Type (e.g., Production by Code)
• Report Status (Reports are at Processing status while being generated, and then they change to Completed when they are ready to view)
  Tip: The more data that is included in a report, the longer it takes for the report to finish generating. If a report remains at Processing status for a prolonged period of time, it may help to refresh your browser. 
• Location (only if your practice has multiple locations)
• Created Date (Date the report was requested)
• Completion Date (Date and time that the report generation was completed)

When the report generation is complete, you can:

• Click the report line item to view the Report Details.
  
• Click the eye icon to view the on-screen report, without the need to export it.
  
  Under Actions, you can select:
  --Back to Generated Reports
  --Generate New Report
  --Print Report
  --Export Report
  Note: The options that are included under Actions when viewing the on-screen report are dependent on the items selected in the Report Output. For example, there is only a Print Report option if the Printout (PDF) option was selected at the time of generation, etc. 
• Click the Export icon to export the report as a .CSV (spreadsheet) file.
• Click the trash can icon to delete the report.
• Click the Print icon to download a PDF printout of the report.
  Note: Only the icons for the items selected in the Report Output are displayed in the Icons column on the Generated Reports page. There is only a Print icon in the report output if the Printout (PDF) option was selected at the time of generation, etc. 
  

When a report is out of date and needs to be regenerated, an alert icon is displayed:

This alert indicates that the report was run before an update and needs to be regenerated. Reports cannot be viewed or exported when this alert is present.

For additional information, see:

• How to Create a Daily Activity Report
• How to Create an Insurance Aged Receivables Report