Modifying a Combined Report

Creating a Combined Report

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Setting.
  3. Click on Billing Report Setup, within the right hand click on either Combined Official Report Setup or Combined Unofficial Report Setup.
  4. Within the Actions pane, click the Add New Billing Report Configuration Main Combined link
  5. The General – Combined Billing Report Setup window opens. Within the Combined Report General Settings pane, complete the following two fields (required fields are marked with an asterisk (*):
    • Report Name * – within the field type-in the name of the report, this should be as specific as possible so the user knows what the report will generate
    • Generate For Portal – click on the field to insert a checkmark in the field, this indicates that the report generates to your Subscriber Portal. Leave the field blank to generate the bill to email or mail.
  1. At this point, you should have your progress; within the Actions pane click the Save button to continue working with this report.
  2. Within the Reports to Include pane, you determine what reports you want to combine into one. Click the dropdown arrow to access a list, from the list select the first report to insert into the report.
  3. Continue to select the report to combine into one.
  4. Within the Combined Report Preview pane, a preview of what the report will look like appears within the pane.
  5. Once you have completed the combining process, it is time to save your report, within the Actions pane click the Save & Close button to return to the Billing Report Setup list.

Removing a Report from a Combined Report

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Setting.
  3. Click on Billing Report Setup, within the right hand click on either Combined Official Report Setup or Combined Unofficial Report Setup.
  4. Before the Billing Report Setup list populates, you must either:
    • Within the search box, type-in any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. Within the Reports to Include pane, click the report that you want to remove to highlight the row. Right click the record selector box (located just left of the name) and from the pop-up box, click Delete.
  2. Once you click Delete, a message box appears verifying that you really want to delete the report. Click Yes within the box to continue or No to cancel the operation.
  3. Once selected, CAIRS draws a line through the category allowing you to delete multiple reports at once.
  4. If you do not want to delete the report, right-click the record to access a pop-up menu. From the pop-up, click Undelete.
  5. Once you select Undelete, a message box appears verifying that you really want to keep the report. Click Yes within the box to continue or No to cancel the operation.
  6. Within the Actions ribbon group, click the Save (to save and stay) button or click the Save & Close (to save and exit) button.

Deleting a Combined Billing Report Setup

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Setting.
  3. Click on Billing Report Setup, within the right hand click on either Combined Official Report Setup or Combined Unofficial Report Setup.
  4. Before the Billing Report Setup list populates, you must either:
    • Within the search box, type-in any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. Once the Combined Alternate Billing Report Setup list displays, complete one of the following actions to delete the report:
    • Highlight the report within the list. Within the tool bar directly above the Navigation pane, click the red X
    • Highlight the report within the list. Within the Actions pane, click the Delete Billing Report Configuration Main Combined
  1. Once you click Delete, a message box appears verifying that you really want to report, click Yes within the box to continue or No to cancel the operation.