This article will cover adding the Billing Transaction Report to the Report Module. This report allows the user to customize a multi-transaction report that includes charges, payments, and/or adjustments.
 

1. To access the Billing Transaction Report suite, click the Graph icon for the Reports Queue in the top right corner of the system.
   
   
    
2. Click Create Report.
   
   
    
3. From the Report Que box, select Billing Transaction Suite and click Select.
   
   
    
4. When the Billing Transaction report suite box populates the user should select the following.
   • The Business Unit if applicable.
   • Report Defaults- The Charges, Payments, Adv Payments and Adjustments options will be checked but the user can uncheck the box for any transaction type that should not be included.
   • More Filters- The User must select a filter for the report to run by. It will error out if the filter is not selected.
   • Report Type- Select Excel Extract. (The dump is for interfaces only.)
   • Columns- Click Select Columns to indicate the desired data elements for the report.
      
5. Click the description on the left and click the single arrow to move the desired selection to the right. Multiple elements can be selected on the left by holding down the control key. The user should click the multiple arrows in the middle to select all data elements.
   
   
   
   
    
6. Click Save.
    
7. Click Run Report to run the report now. Or schedule the report by clicking Run Now and setting the schedule criteria.

For Additional information or questions please contact Support Staff.