HAve the ability to run a report or check all the appointments associated with a specific insurer
I am trying to run a report against an insurer that shows up all the appointments for that specific insurer only
Currently can only do it under appointment service charge detail report and then weed through all the different insurers
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AdminSupport (Admin, Gensolve) commented
Hi Tim
If you had emailed support@gensolve.com you would have been given the following: Reports>Template Merge>Object Type to Merge = Condition>Add Mandatory Restriction = Insurer as well as = Has an appt>Get Matching Rows and then Export Rows to Excel>Run Merge
as explained as well in Help pages http://docs.gensolve.com/help/gpm_nz/desktop/Videos/Reports/How_to_Export_Data_to_Excel_using_a_Template.htm?rhsearch=data%20export&rhsyns=%20