This guide will walk you through the process of building a custom report. By selecting specific display fields and applying filters, you can extract the exact data you need from your system.

Permissions Required

No specific BestNotes permissions are required.

Building a Custom Report

Step 1: Select Your Display Fields

Before filtering your data, you must decide which information should appear as columns in your final report.

1. Navigate to the Fields to Display section.
2. Select the category of information you need (e.g., Contact Detail).
3. Check the boxes for the specific data points you want to see (e.g., First Name, Last Name, Date of Birth).

Step 2: Apply Filters

Filters allow you to narrow down your results so you only see relevant records.

1. Category Filter: Use the blue bar filter to select the type of contact you are looking for (e.g., Client, Payer, or Provider).
2. Filter Criteria: Use the rows under the Filter Criteria section to refine your search further.
   • You can use up to five different criteria simultaneously to create a highly specific report.
3. Logic Selection: For each criterion, use the Equal dropdown box (or other logical operators) to define the relationship between the field and the value.

Step 3: Generate the Report

Once your fields are selected and your filters are set, click the View Report button. The system will generate a list based on your specific criteria, which you can then review or export.