View a preset plan item usage history report

Modified on Fri, Jan 23, 2015 at 10:54 AM

An administrator or manager can view pre-designed payment reports by doing the following:

Place the mouse pointer over the Menu and select Reports > Plan Item Usage History. The main Plan Item Usage History Report page appears.
Click the appropriate preset report link.
If a pop-up box appears, select the time frame for which to view item usage and click the Generate Report button. A report displays the appropriate information.
When finished, click the Generate New Report button to return to the main Plan Item Usage History report page.

Plan Item Usage History preset reports:

Item Usage by Year	View all items used in a selected year.
Item Usage by Month	View all items used in a selected month.
Grouped Item Usage by Month	View each group item automatically marked used because a different item associated with the group was used in a selected month.
Unaddressed and Unmatched Item Usage	View used items that were not matched to a plan and not addressed.