Create a plan item data report using filters

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

1. Place the mouse pointer over the Menu and select Reports > Plan Item Data. The main Plan Item Data 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 to include on the report. Scroll through the list and select each item or 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 that should NOT be included on the report. Scroll through the list and select each item or 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 a Usage checkbox to view items where the quantity used on a plan is either above or below the quantity allowed. Leave the checkboxes unchecked to view items with any quantity usage.
4. Select a Usage Addressed checkbox to view items with over usages that were either marked addressed or those not marked as addressed. Leave the checkboxes unchecked to view all item over usages.
5. In the Quantity Used area, type a number in the Min field to view items with at least the entered amount used on a plan and/or type a number in the Max field to view items with at most the entered amount used on the plan.
6. In the Unlimited Usage Allowed area:
1. Select the Yes checkbox to view items that do not have a set limit on the quantity allowed for use with plans.
2. Select the No checkbox to view items that have a limit on the quantity allowed for use with plans.
7. Select one or more Wellness Plan Status checkbox to view items available on preventative care plans with a specific status(s). Leave the checkboxes unchecked to view items associated with plans of any status.
8. In the Plan Start Date area:
1. Choose a Month & Year to view items on plans with a start date within the selected month and year.
2. Enter a Date Range in the from/to fields to view items on plans with a start date on or within the specified set of dates.
9. In the Plan End Date area:
1. Choose a Month & Year to view items on plans with an end date within the selected month and year.
2. Enter a Date Range in the from/to fields to view items on plans with an end date on or within the specified set of dates.
10. In the Plan Cancel Date area:
1. Choose a Month & Year to view items on plans cancelled within the selected month and year.
2. Enter a Date Range in the from/to fields to view items on plans cancelled on or within the specified set of dates.
11. From the Plans within Term – Month & Year lists, select a month and year to view items available on plans that have a start date before and end date after that time frame.
12. From the Plans Year to Date list, select a year to view items on plans that are completed or will be completed in the selected year.
4. In the Columns to include area, select each column to display on the report.

Note: Use the back to plan item data report presets link to return to the main Payments Report page.

5. Click the Generate Report button. A report displays the appropriate information.
6. When finished, click the Generate New Report button to return to the main Plan Item Data Report page.