Custom Reports
All the data you want, the way you want
The Custom Reports section of the Reports page allows you to build and manage specialized data views that aren't covered by the standard system reports. This is particularly useful for state-specific audits (like Medicaid) or internal performance tracking.
1. Managing Existing Custom Reports
The main screen lists all saved custom configurations. For each report (e.g., the Medicaid Report), you have three primary actions:
View (Eye Icon): Runs the report immediately to show the most recent data.
Edit (Pencil Icon): Opens the report builder to modify columns, filters, or the report name.
Delete (Trash Icon): Removes the report from your list.
2. Creating a New Custom Report
Clicking the blue [CREATE CUSTOM REPORT] button opens a wizard that guides you through three main steps:
A. Select Data Source (Based On)
You first choose the "entity" you want to report on. This determines which fields will be available:
Customer Data: For demographic lists, Medicaid IDs, or contact logs.
Visit/EVV Data: For tracking clock-ins, clock-outs, and GPS verification.
Billing Data: For tracking claim statuses, payment amounts, and dates of service.
B. Choose Columns
Select exactly which pieces of information you want to see. For a Medicaid Report, you might select:
Customer Name
Medicaid Number
Date of Birth
Assigned Service/Payer
C. Apply Filters & Sorting
Set the rules for what data should appear:
Filters: "Show only Active customers" or "Show only visits from the last 30 days."
Sorting: Organize the results alphabetically by Customer Name or chronologically by Date.
3. Benefits of Custom Reporting
Flexibility: Unlike standard reports, you can mix and match fields from different parts of the profile.
Consistency: Once a report is saved, any staff member with access can run it, ensuring everyone is looking at the same data set.
Audit Readiness: You can build a specific "Audit Report" that contains only the columns requested by state inspectors, making compliance reviews significantly faster.
Guide: Creating a New Custom Report
To create a tailored data view in Fieldworker, use the Custom Reports wizard. This tool allows you to bypass standard templates and build reports specifically for internal audits, payroll verification, or state compliance. Follow these three steps to define your data source, select your information fields, and apply organizational rules.
1. Initialize the Report
Navigate to the Reports page and select Custom Reports from the sidebar.
Click the blue [CREATE CUSTOM REPORT] button.
Enter Report Name: Provide a clear title (e.g., "Q1 Medicaid Audit" or "Active EVV Verification").
2. The Three-Step Setup Wizard
A. Select Data Source (Based On)
First, you must choose the "entity" or category of data you want to pull from. This choice is permanent for the report and determines which fields are available:
Customer Data: Best for demographic lists, Medicaid IDs, or contact logs.
Visit/EVV Data: Best for tracking clock-ins, clock-outs, and GPS verification.
Billing Data: Best for tracking claim statuses, payment amounts, and dates of service.
B. Choose Columns
Select the specific pieces of information you want to display in your table. For a standard Medicaid Report, common selections include:
Customer Name & Medicaid Number
Date of Birth
Assigned Service/Payer
Authorization End Dates
C. Apply Filters & Sorting
Define the logic that keeps your report clean and relevant:
Filters: Set rules such as "Show only Active customers" or "Filter by Specific Payer."
Sorting: Choose how the data is ordered (e.g., alphabetically by Name or chronologically by Date of Service).
3. Finalize and Save
Click [SAVE REPORT] to add it to your Custom Reports list.
To run the Report: Click the View (Eye Icon) to see the live data.
To Export: Once the report is open, use the PDF or CSV buttons to download the data for external use.
Benefits of Custom Reporting
Flexibility: Mix and match fields from different parts of the platform that aren't usually grouped.
Consistency: Once a report is saved, any staff member with access can run it, ensuring the entire agency is looking at the same data set.
Audit Readiness: You can build a specific "Audit Template" containing only the columns requested by state inspectors, making compliance reviews significantly faster.
Guide: Editing a Custom Report
If your reporting needs change—such as needing to track new Medicaid fields or reorder columns for a state audit—you can update your saved templates at any time. To edit an existing custom report in Fieldworker, follow these steps to modify your data views, column selection, and organization.
1. Access the Report Editor
Navigate to the Custom Reports section within the Reports page.
Locate the report you wish to change (e.g., the Medicaid Report).
Click the Edit (Pencil Icon) on the right side of the report entry. This will open the Edit Custom Report modal.
2. Modify Report Details
Report Name: You can rename the report to better reflect its updated purpose.
Base Data Source: Note that the Base Data Source (e.g., Customer Data) is locked once a report is created and cannot be changed. If you need a different data source, you must Create a New Custom Report.
3. Update Column Visibility
The Column Visibility section allows you to toggle which data points appear in your report. You can use the [ALL] or [NONE] shortcuts to bulk-select. Common fields include:
Identifiers: Customer ID, Customer Name, Medicaid ID.
Status: Medicaid Eligible, Medicaid End Date.
Internal Codes: DDDID, Service Code, or Waiver Program.
4. Adjust Column Order
To change how the data is read from left to right:
Locate the Column Order list on the right side of the modal.
Drag and Drop: Use the "six-dot" handle to move a field up or down.
Arrow Buttons: Click the Up (↑) or Down (↓) arrows to move a field one position at a time.
5. Saving Changes
Once you have finalized your columns and their order, click [UPDATE REPORT].
The report will save immediately. To see the new layout with live data, click the View (Eye Icon) back on the main Custom Reports page.
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