How to Run a Report in ChargeTracker

1. From the ChargeTracker Main Menu, choose View any Report.  The All Reports window will show all available ChargeTracker Reports.  
2. Click on the title of the report you wish to run.  The Report Selection screen will appear.  See example below:

3. Make appropriate report selections before running the report.  If no report selections are chosen, all data in the facility will print on the report.  

Typical Filter Selections for ChargeTracker Reports

4. After making all report selections, click the Run Report button at the bottom of the window.

Copy Reports

ChargeTracker reports can be copied and saved as a new report.  To copy a report click Copy and Save as New Report under Common Tasks.  Type a name for the new report in the field provided.  The new report can be located under the same report grouping/category as the report it was copied from.

Edit Reports

To edit a report, choose Edit this Report under Common Tasks.   A window similar to the following will appear.

1. Report Title or Description can be edited using the fields provided.  
2. Choose a new Group Name from the drop down list, to move the report to a new Report group or Category.
3. Click Edit in the left column of a Selection Description to change the Selection type.
4. Click Add Selection to add a new Selection Description to the report selection window.

Delete Report

Reports can be deleted using the Delete this Report link under Common Tasks.   When the user deletes a report it will be sent to a folder under the Administration tab called "Reports Recycle Bin."  Click on "Administration" tab, click "All Reports," click "Reports Recycle Bin"...  then select a report.  The only option on the left is to "Restore Report."  This function will place the report back in the folder where it originated.  Currently there is no way to empty the recycle bin.

Import Report

To Import a Report

1. User must have a security setting that allows report export or import.
2. From the main report window, under Common Tasks double-click Import a Report.
3. Browse for and double-click the report file to be imported.
4. Click the Upload button.
5. To move the report to a different report group, under Common Tasks, click Edit this Report.
6. Select the desired report group from the Group Name drop down list.  The report will be moved to the selected report group.