Custom Query Reports Overview

Custom Query Reports can be custom-built to produce the output and columns you want specifically.

• A Default Report is System delivered for each Custom Query Report.
• They all operate in the same way but pull specific information for that particular Query Report.
• Custom Query Report Filters can be saved, shared, held temporarily, or scheduled to run at a specific time.
• The output can be exported to a CSV/Excel or PDF file or sent to a Worklist.
• The Custom Query Reports can be added to your Favorite Reports or to Period End Reports.
• Custom Query Reports can be used to report on Custom Fields.
• All Financial reports look at Encounters/Payments/Adjustments that were posted in the selected Post Date range.
• The Payments posted are not necessarily connected to Charges posted in that same month.

• The Charge might have been posted in a previous month, but the Payment posted in the current month. (Date Range: 06/01/24 to 06/30/24)

• The Payment will be on the Report, but the Charge will not.

There are 5 Custom Query Reports.

• Custom Encounter Query (CEQ): Encounter data
• Custom Receipt Query (CRQ): Receipt data
• Custom Transaction Query (CTQ): Transaction data
• Custom Patient Query (CPQ): Patient data
• Custom Appointment Query (CAQ): Appointment data 

Use the checkboxes to Add to My Favorite Reports and/or to add to your Period End Report.

• This adds the Custom Query Report to the Favorites or Period End panel with all of the Saved Filters you have created.
• This provides easy access to Custom Query Reports.

Filters and Columns

Choose Filters to determine the specific desired query results and select the Columns to display on the Report.

"Contains" versus "Includes"

Contains looks at any part of the value.

• For example, if you have a patient with the last name of Smitherman, the value is "Smitherman."
• If you use Contains = "smith," the last name of Smitherman will return since "smith" was part of the value.

Includes looks at the entire value.

• For example, if you have a patient with the last name of Smith or Jones; the value is Smith or Jones.
• If you use Includes = "smith" all Patients with the last name Smith will return, but Smitherman will not since "smitherman" is not a value.
• If you use Includes = "Jones," all Patients with the last name Jones will return.
• If you use Includes = "Smitherman," all Patients with the last name Smitherman will return.

"Share" versus "Copy"

• Share a Report: This shares a report with other Users and is can be accessed using the Save icon in the Report Filter Criteria.

• Sharing can be undone by Saving the Report using the Save icon and deselecting Users to whom the report was shared.

• Copy a Report: This copies a report to another User and is accessed using the Copy button.

• This cannot be undone. Once it is copied to a User, it cannot be uncopied.

• Learn More: Copy Reports that are not Custom Queries to another User

Filter Criteria Menu

For documentation on the Filter Criteria icons, see Report/Table Filter Criteria. You have options to Export, Save, Remove Saved Filter, Clear Filters, Hold and Schedule a report to run.

Learn More

Custom Query Report/Table Filters and Criteria

Create a Custom Query Report

Copy a Report that is not a Custom Query to another User

Export to CSV

Export to PDF

Export to Worklist

Create a Job to Run a Custom Query Report

Save an Existing Filter or Save as New

Reorder the Saved Filters

Total-By Options