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Ordering a billing report in Bill Analyst

You can order reports through Bill Analyst to see the data for the time frame you need. Reports can be ordered for a one-time download or on a recurring schedule. All files over 2MB will be automatically compressed. This feature reduces the time required to run reports on a recurring basis.

 

When you order a report, the report data is compiled based on how the report is set up. If you want to make changes to a how the report is setup, you must edit the report. To do this, select the radio button next to the report, and then click Edit Report. Make your changes, then click Ok.

 

To learn more, watch our video on how to order reports:

To order a billing report:

  1. Click Reports, click Billing Reports, then click Bill Analyst. 
Bill Analyst redirect
  1. Click OK.

    Control Center opens Bill Analyst in a separate window. 
Bill Analyst Home tab
  1. Click either the Summary or Detail tab. In our example we selected the Summary tab.
Summary Reports
  1. Select the radio button next to the report you want to order, then click Order Report. 

    When you order a report on the detail page, the default is set to show you 1,000 records, which takes time to process. If you don't need that much data, restrict your sample size and the amount of processing time, do the following: 

    1. Select the report, then click Edit Report. 

    2. Scroll to the bottom of the screen, in the Records section, choose 25, 50, 100, or 250.

    3. Click Ok.

 

Order Report
  1. In the Report section, do the following: 

    1. From the Hierarchy list, select the type of hierarchy you want to use to structure your report.

    2. From the Level list, select the level of data from your hierarchy you want to include in your report.

    3. From the Data list, select the statement you want to use for the report.

    4. From the Filter list, select a filter if you want to narrow your report details.
  1. In the Report Frequency section, select the radio button for how often you want the report to be generated.
  1. In the Report Format section, select the radio button for the format you want to receive the report in.
  1. In the Report Notification section, select the radio button for whether you want to be notified when the report is completed. If you want to be notified, tell us how you want us to contact you.

Note: When you run a detail report, select the Override record setting to include all available reports checkbox. If you don't, your order report will be limited to the first 1,001 records.

  1. Click Submit Order.

Note: If you delete a filter, make sure you adjust any reports that use that filter. Reports that can't be processed because they're missing a filter are placed on hold. You can check the status of your order.

  • After you order a report, it remains in a queue waiting to be processed. You can edit the criteria of a pending order if the report has not yet been created or if the report is not currently being processed. After editing a report, you can resubmit the order.

  • Pending orders may be removed from the queue at any time with the exception of orders that are currently being processed.

  • Completed ordered reports are in the Download Center. Orders have icons indicating the status of each report. Orders can be downloaded by clicking the report name.

  • If you no longer want to receive a recurring report, you can delete the order. If you're receiving a report that someone else ordered, you must contact that person and ask that you be removed from the report distribution. If you don't know who ordered the report, contact us and we will help you.