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Create Custom Report Types and Custom Reports for Utilization Management
Set up a custom report type and custom report so that your users can view and analyze data related to their authorization requests.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To create custom report types and custom reports: |
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Create a custom report type that defines the set of records and fields available to a report based on the relationship between a primary object and its related objects. To enable reports to pull data from more than just the primary object, consider adding related objects.
When creating the custom report type for authorization requests, you can choose any of the care request related objects. To get the maximum benefit, we recommend that you use Case as the primary object, and Care Request and Care Request Extension as the child objects.
Other available child objects include: Care Request Item, Care Diagnosis, Care Request Drug, and Care Request Reviewer.
- From Setup, enter Report Types in the Quick Find box, then select Report Types.
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Click New Custom Report Type and provide these details.
- Select Cases as the Primary Object.
- Enter the report type label, report type name, description.
- Select the category and deployment status:
- Click Next, and select the box under the primary object.
- Select Care Requests and Care Request Extensions as the first and second child objects.
- For each child object, select Each "A" record must have at least one related "B" record, and save your changes. The report shows only parent records with child records.
- Select the required fields, arrange them in sections as you want them to appear to users, and save your changes.
- Now, from the App Launcher, find, and select Reports.
- Click New Report.
- Choose the report type that you created, then click Start Report.
- Add or remove fields, group by rows and columns, filter report data, or add a chart. Customize your report until it shows exactly the data that you need.
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Click Save, and give your report a name and description. With access
and sharing in mind, save the report in an appropriate folder.
Now, your users can access this saved report to analyze, understand, and get answers to their questions on authorization requests.
Note You can also create dashboards from these created reports and share with your users.
