Edit a preset wellness plans report using filters

Modified on Fri, Jan 23, 2015 at 1:03 PM

When viewing a pre-designed wellness plans report, an administrator or manager can change the filters to view different information on the report.

Within a preset report, click the Edit Report Filters button. The Advanced Filters page appears with the preset report filters selected.

Note: The original preset report will display below the advanced filters.

Add or remove any advanced filters to adjust information to display on the report by doing any of the following:

Select one or more Wellness Plan Status checkbox to view plans assigned the selected status(s). Leave the checkboxes unchecked to view plans with any status.
Select one or more Cancel Reason checkbox to view plans that were canceled for a selected reason(s).
Select one or more On Hold Reason checkbox to view plans that were placed on hold for the selected reason(s).
Click the Plan Type(s) selection field and choose a category(s) of plans to view. Continue selecting each type of plan for which to search. To remove a plan type, click the X to the right of the name.
Select a Wellness Plan Renew Status checkbox to view plans set to renew or not renew. Leave the checkboxes unchecked to view plans with any renewal status.
Select one or more Pet Status checkbox to view plans associated with pets assigned that status. Leave the checkboxes unchecked to view plans with any pet status.
Select an Added Items option to view plans that include items added in addition to base items, plans without added items or either.
Select a Payment Profile option to view plans assigned a payment method, those that are not or either.
Select an Initial Plans or Renewal Plans option to view initial plans, renewal plans or either.
Select a Plan Payments Configuration option to view plans paid in full, plans with monthly payments or either.
In the Plan Start Date area, choose a Month & Year to view only plans with a start date in the selected month and year or enter a Date Range to view only plans with a start date on or within the specified set of dates.
In the Plan End Date area, choose a Month & Year to view only plans with an end date in the selected month and year or enter a Date Range to view only plans with an end date on or within the specified set of dates.
In the Plan Cancel Date area, choose a Month & Year to view only plans canceled in the selected month and year or enter a Date Range to view only plans canceled on or within the specified set of dates.
In the Plans within Term area, choose a Month & Year to view plans that have a start date before and an end date after the selected month.
Within the Miscellaneous area, select the Waive Initial Fee checkbox to view plans that have the initial membership fee waived and/or select the Multi-Pet Discount checkbox to view plans that have a discount applied for clients with multiple pets signed up for the program.

Click the Generate Report button to view the updated information.
When finished, click the Generate New Report button to return to the main Wellness Plans Report page.