Reports & Dashboards
Note: We’ve been working around the clock to bring you a new PPO experience. With that said, there'll never be enough hours in the day to keep everything 100% current. Updating impacted articles and screenshots will take some time but we'd hate to keep you in the dark & encourage you to follow the changes here.
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What are hidden reports and how are they used?
Hidden reports are reports that are not available from the reports / dashboards list, but are accessed via another mechanism (usually a calculated URL field on an entity). These reports are hidden from the reports / dashboards list because they ar...
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How can I request a custom report, is there a specific format that should be used for the specification and if so is there a template that I can use as a starting point?
Yes, you can request a custom report by logging a support call via your PPO Home Page. There is an example of a custom report specification which is attached below. The one sheet illustrates the design of the report and the next sheet the mock up ...
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How can I see which data fields are used on the PPO Instance?
The configuration of each PPO instance is documented in the Data Fields Report which is available under: Reports >> Administration >> Data Fields Report. The report includes the following information: Caption, Description, Category, Type, Calcula...