Master report templates serve as a shell for running reports based on a particular area of Neos. Each master report template is listed in its respective report category tab, but the full list of templates can be accessed in the All Report Templates tab. Master report templates let you pick and choose the filters that apply to the specific area you wish to report, e.g., Appointments, Insurance, Cases, Parties, etc.
NOTE: You must have at least Enabled permission to Reports and permission to specific Report Categories to run master report templates.
To access the list of master report templates:
Click the Open reports icon from the left navigation pane. The Reports tab will display in Neos.
Select the All Report Templates tab from the left pane.
Select a report to start configuring based on the selected area.
Click the Filters dropdown above the report grid on the Report Details tab. Select the filter(s) from where you wish to pull particular information. For example, if viewing the Cases Master Report Template, you may choose to locate cases by Case, Date Opened Start/End, and Alt Case Num.
After the desired filters have been selected, click the Apply button to run the report with the new selections.
Existing columns can be sorted in ascending or descending order, rearranged, and added or removed using the Columns button to the right of the grid.
To return to this report using the same filters, select More > Save as New Report and choose to include filters. You may also Subscribe to this report on a regular basis and Export as a CSV or PDF.