To run any report:
- Sign in to your Personal Profile
- Click the "Reports" tab at the top of the page
- Hover over any of the sidebar tabs to see the reports in that tab (i.e. Hover over COA Reports to see: Punch Entries Report, Punch Entry Details Report, Punch Entry Notes Report, Service Accounts Report, Residential Attendance Report, Residential Absentee Report, Parenting Attendance Report, Parenting Absentee Report, or Day Attendance Report)
- Click the report you want to run
- Enter desired criteria into the filters (i.e. filter by time frame, specific client, employee, service code, cost center, etc.)
- Click "Search"
- The records will display in the table below the filters
All reports can be downloaded as a CSV or PDF by clicking the "Download to CSV" or "Download to PDF" buttons.
NOTE: This task requires a Role. Please contact your supervisor or Fiscal Agent if you need the capability to run reports and cannot do so.
*The employer role can only view a limited subset of reports to maintain HIPAA compliance.
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