Generate the Transaction Details by Coverage/Insurer Report

The Transaction Details by Coverage/Insurer report provides a list of registered, pending, and returned transactions grouped by Coverage, and Insurer in a User-specified grouping order.

1. Navigate to the Reports screen by clicking the Reports tab.
2. Click the Transaction Details by Coverage/Insurer hyperlink in the Reports panel.
3. Select options or enter information in the available controls.
4. Select an Output Format.
5. Click Generate Report.
6. To view the report, open the downloaded report file.

Hints:

The default output format is PDF.

Change the report output format by clicking the dropdown field and choose one of the following:

• PDF
• Excel (formatted)
• Word (formatted)
• CSV