Generate an EMS Billing Report

EMS Billing reports are available under the Billing option on the menu bar. For any EMS report, you can specify the parameters, options, and format for the report, or you can generate the report using saved settings. Not all reports require the same parameters, and not all reports offer the same options. In addition, you can generate different reports in different formats.

For brevity, the parameters and options that are available for each report are not described in this topic. Contact your EMS administrator if you need assistance generating any of these reports.

Generate a billing report

1. On the EMS menu bar, do one of the following:

   • To generate the Billing Worksheet report, select Billing > Invoices > Billing Worksheet.
   • To generate any other billing report, select Billing > Reports, and then select the report that you want to generate. For example, to generate the Ageing report, select Billing > Reports > Ageing.

   All billing reports except the Billing Worksheet report are also available from Reports > Billing.

2. In the Setup field, do one of the following:

   • To generate the report using your preferred filter settings (parameters, options, and so on), leave User Specified selected and continue to step 3.
   • To generate the report using saved filter settings, select the saved report and continue to step 4.

3. Specify the report parameters, options, and format.

   Billing report categories include:

   • Invoice Reports
   • General Reports

4. Optionally, do one or both of the following:

   • Select Print Preview to preview the report.
   • To print the report, specify the number of copies and then select Print.

5. Select Close.

   Unless you change the setup settings, subsequent reports are generated and printed using the parameters, options, and format that you specified.

   To avoid configuring the same filter settings each time you run the report, save the report settings for future use.