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Status Future Consideration
Workspace Admin/Billing/Reporting
Categories Reporting
Created by Guest
Created on Mar 22, 2021

RELATED IDEAS

Exporting AR reports to Excel

I am trying to export AR reports and manipulate in excel, but have issues because of the grouping, merging and formatting that is on the reports. When I export to excel, you have to be careful then not to accidentally click on the name or it tries to hyperlink you back to Clinicient and then bombs out.

Also, I can not easily sort because the headers are merged columns – (ex: 31-60 days is columns G-H), so it makes this very hard to manipulate this data.

So then I thought I would export to .csv instead so I wouldn’t have these groupings and merged columns. The data is there, except that all the column headings are called “textbox##”, so I don’t know what each column is.

The report I was exporting was AR History by Payer Category and Payer.

  • ADMIN RESPONSE
    Mar 20, 2024

    Hello. Our engineering team reviewed this request and determined that this occurs due to issues in Excel based on the report type. One proposed solution is that we could make the same report in a new format (a grid report) which should not have the same issues as the current report. Does this solution sound reasonable for your use case? Thanks so much.

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  • Guest
    Reply
    |     Mar 20, 2024

    Can you just make it raw data instead of grouped? If it's a grid, would it export and allow manipulation?

    I guess i would have to see what it looked like to see if it helped. We've been working around this issue since 2019 - so would LOVE a solution as we are growing and each time we add a new location, it means another report. The best workaround we have found on this particular report for us is to do by location, which is quite time consuming for that reason alone but also have to be careful for all the reasons listed above in the original idea.


    in summary - I'm hopeful this idea has made it to being reviewed. thanks!