Main Form
      Back to home
      1. Knowledge Centre
      2. Gensolve Enterprise Manager
      3. Main Form

      Contract Summary Report

      Description

      This report shows a number count per Contract Type, for Contracts that exist within the specified date range. It is generally run by Practice Managers.

      Running the Report

      • Go to Reports >> Reports and select Contract from the Report Category list.
      • Then select Contract Summary Report in the Report to Run list.
      • Set up the filters to select the data to be run for the report.
      • Click on Run Report to generate the report.

      Filters

      TYPE DESCRIPTION
      For Vendor

      This filter allows you to run the report for a specific Vendor.
      For  Management Site

      This filter allows you to run the report for a specific Management Site.

      For Lead Provider

      This filter allows you to run the report for a specific Lead Provider.

      Group By

      This filter allows you to group the report data by contract type, insurer, clinician or case manager branch. Please note that this filter will change how the totals are displayed.

      Restrict By

      This filter allows you to restrict the report data by the following conditions: Date Started, Date Referred, Date Created, Date Completed and Invoiced Amounts.
      Date Range

      This filter allows you to select a date range for which to run the report.
      Set Period to

      This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).
      Include Custom Contracts

      This filter allows you to specify whether the Custom Contracts should be included from the report data.

      The Generated Report

      Click on the image to see the whole report.