Reports

Synar Visits:

From the Prevention Tracking page:

1. Click Run Report under the reports icon.

2. Click Synar Visits.

3. Individual visits, in report form, are shown.

4. Use the From Date / To Date filters at the top of the report to narrow the results to a specific range.

5. Use the Vendor drop-down to switch between available providers (if applicable).

6. To filter by Visit Status, check/uncheck the desired statuses.

7. To filter by Visit Type, check/uncheck the desired types.

8. To save a copy of a visit in report form, click the Save icon.

   1. Note: Only PDF and MHTML formats are supported for saves.

      

9. To print a copy of a visit in report form, click the Print icon.

   1. Note: Blank report forms can be printed by filtering Visit Status to ‘Not Submitted’.

Visits Summary

From the Prevention Tracking page:

1. Click Run Report under the reports icon.

2. Click Visits Summary.

3. The amount of visits for that provider, broken down by Visit Type, is displayed.

4. Use the From Date / To Date filters at the top of the report to narrow the results to a specific range.

5. Use the Vendor drop-down to switch between available providers (if applicable).

6. To save a copy of the report, click the Save icon.

7. To print a copy of the report, click the Print icon.

Merchant Assignments:

From the Prevention Tracking page:

1. Click Run Report under the reports icon.

2. Click Merchant Assignments.

3. A table of merchant assignments for that provider is displayed.

4. To save a copy of the report, click the Save icon.

5. To print a copy of the report, click the Print icon.