The following instructions describe how to create a report for employees that have assigned tasks from RevIntake.
Instructions
- Access Admin > General > Practice Preferences > Partner Integrations > Practice Management.
- Locate RevIntake.
- Make a note of the Username, or use the copy feature on your computer.
- Access Reports > Tasks > Task Search.
- Click the + icon.
- Select Import Report.
- In the Import Queries modal, click the checkbox beside Uncompleted Tasks.
- Click 'Import.'
- Click the copy icon for the line item of Uncompleted Tasks. Note: This action opens the report and in the Name field is "Copy of Uncompleted Tasks."
- Input a new name into the Name field, if desired.
- In the Search Criteria section, for the Tasks Created On line item, update the Comparison Value(s) to appropriate dates.
- In the Available Fields section, open Task, drag and drop Task Created By to the Search Criteria section. Note: The information from
- In the Operator column, select Contains.
- In the Comparison Value(s) column, input the RevIntake partner ID from step #1. See Example
- Click 'Save.'
- In the line item of the newly created report, click the run report icon. Note: In the results grid, click the gear icon to print or export the report.