Plan Management
Powerview
/plan-management?view=powerview8 stepsEvery plan-management report in one place, as a board of tiles with live counts, plus a custom report builder for your own exports. Plan managers and finance staff use it to jump to the report they need and to pull chosen columns into a CSV file.
Step by step
- 1
Scan the tiles, grouped into Financial and Participant. Tiles with a count show it beside the title, in amber when there is work to act on.
- 2
Select View report on a tile to open that report, register or screen, such as Turnaround, Claim Errors, Fee Register or Review Queues.
- 3
To build your own export, go to Custom report and choose what to Report on: Participants, Invoices or Service Providers.
- 4
Set From and To if you need a period. The dates filter on when the record was created, so leave them blank to include everything.
- 5
Select columns under Available Columns and select Add. Use Remove and the up and down arrows to set the order, because Selected Columns is the column order.
- 6
Select Continue to run the report. The row count shows above the results, and the first 200 rows preview on screen.
- 7
Select Export CSV to download every row the report returned, not just the 200 rows in the on-screen preview.
- 8
Select Save and give the report a name to keep its columns and dates. Saved reports appear under Saved, where you can reload one or delete it with its X.
The screen
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