Schedule Line Detail Report
Description
This report shows Schedule Line information for Schedules invoiced in a given date range.
It shows in a grid format the Service Charges and Client Charges for each appointment/schedule item.
It is used to get an overview of the items included in Schedules for a given date range and the Status of those items.
Running the Report
Filters
| Type | Description |
|---|---|
| For Vendor |
This filter allows you to run the report for a specific Vendor. |
| For Items at Site |
This filter allows you to run the report for items at a specific site (or all the sites). |
| For Clinician |
This filter allows you to run the report for a specific Clinician/Provider. |
| Group By |
This filter allows you to group the report data by site or clinician. Please note that this filter will change how the totals are displayed. |
| Restrict By |
This filter allows you to restrict the report data to the following conditions: Schedule Invoice Date and Item Date. |
| Date Range |
This filter allows you to select a date range for which to run the report. This filter can be used in conjunction with "Set Period To". |
| Set Period to |
This filter allows you to set the date range to a specific Period (e.g. Calendar Year, Financial Year etc...). |
| Show Rejected Lines Only? |
This filter allows you to specify whether only Rejected Lines should be included in the report. |
| Include Transfer Failed Lines? |
This filter allows you to specify whether Transfer Failed Lines should be included in the report. |
| Order By |
This filter allows you to order the report data by Schedule Invoice Date and Item Date. |
The Generated Report
Note: This is a sample report only.
Click on the image to see the whole report.