Daily Adjustments Report
The Daily Adjustments Report lists Adjustments for a date range. You can also filter by provider, adjustment type and clinic.
Note: To control user access to this report, see Report Setup - Security Permissions. To control whether a user can report on adjustments for other providers, see Permissions.
- In the main menu click Reports, Standard.
- In the Daily section, click Adjustments.
- Select the report criteria.
Calendar: In the first calendar select the start date. In the second calendar select the end date. Since this is a daily report, you typically only run a single date, but you can also include as large of a date range as you wish.
Providers: Highlight the Providers to include in the report. Press Ctrl while clicking to select multiple providers, or click All to select all providers. Provider selection is only an option if the logged-on user has the 'Daily - View All Providers' permission.
Adjustment Types: Highlight the adjustment types to include in the report. Press Ctrl while clicking to select multiple types, or click All to select all types.
Clinics: If using Clinics, select the clinics to include in the report.
- Click OK to generate the report.