May 20, 2024
451
Custom reports in CAREWare include filters with additional subfilters.
To add a new subfilter for a custom report:
- Click Reports.
- Click the custom report to highlight it.
- Click Manage/Run.
- Click Report Filter.
- Click Add.
- Click a filter that has a subfilter. (Ex. Visits by Service Category in Date Span.)
- Click Use Field.
- Complete the filter options.
- Click Save.
- Click Subfilter.
- Complete the subfilter options.
- Click Save.
To edit a subfilter in a custom report:
- Click Reports.
- Click the custom report to highlight it.
- Click Manage/Run.
- Click Report Filter.
- Click the report filter that has a subfilter to highlight it.
- Click Manage.
- Click Subfilter.
- Click Edit.
- Make the necessary changes to the subfilter.
- Click Save.