If a preset report doesn't fit your needs, you can create a payments report using the advanced filters.

  1. Place the mouse pointer over the Menu and select Reports > Plan Item Usage History. The main Plan Item Usage History Report page appears.
  2. Click the Build Custom Report button to display the Advanced Filters page.
  3. Narrow the report by entering one or more of the following criteria:
    1. Click the Item(s) to Include field and select each item usage to include on the report. Scroll through the list and select each item or by type a description to display items containing the letters and/or numbers entered. Click a name to select it. Continue selecting each item to include on the report. Click the X to the right of a name to remove it if needed.
    2. Click the Item(s) to Exclude field and select each item usage that should NOT be included on the report. Scroll through the list and select each item or by type a description to display items containing the letters and/or numbers entered. Click a name to select it. Continue selecting each item to exclude from the report. Click the X to the right of the name to remove it if needed.
    3. Select one or more Matched to a Wellness Plan checkbox to view items used with a corresponding item on a plan or items used that do not have a corresponding item on a plan.
    4. Within the Unmatched Reason area, select the Plan Change checkbox to view unmatched item usage caused by a plan change, which would occur if the item was on the previous plan but not on the updated plan, or select the Usage Sync checkbox to view unmatched item usage caused by the item usage sync, which occur if an item was invoiced within the PiMS but was not included on the plan.
    5. Select one or more Wellness Plan Status checkbox to view item usage for plans assigned the selected status(s). Leave the checkboxes unchecked to view item usage for plans with any status.
    6. Within the Item Usage Date area, choose a Month & Year to view items used within the selected month, select a Year to view items used in the selected calendar year, or enter a Date Range to view items used on or within the specified set of dates.
  4. In the Columns to include area, select each column to display on the report.
  5. Note: Use the back to plan item usage history report presets link to exit.
  6. Click the Generate Report button. A report displays information based on the criteria entered.
  7. When finished, click the Generate New Report button to return to the main Plan Item Usage History Report page.