Pathway: Reports > Standard Reports > AR > Operations Report
The Operations Report offers a weekly breakdown of service codes and their corresponding revenue amounts. Upon generation, the report is divided into three sections to analyze the operations revenue in.
Required Permissions
Permission ID | Permission Name |
154 | Standard AR / Report |
155 | Standard Account / Report |
Report Parameters
Parameter | Value |
Division | Filters the report to only return results for accounts from the selected Division. |
Start Date | Filters to the report to return results on or after the date entered to the current date. |
Run The Report
- Select the Division the report applies to.
- Select the Start Date the report applies to.
- Select 'Run Report' or 'Run as Excel.'
- Run Report: results of the generated report will display in a new window tab.
- Run as Excel: results will be exported to Excel for the user to open and view.
Understand The Report
The Operations Report is organized into three distinct sections upon generation: Quantity, Work Order Revenue, and Revenue Per Unit. In each section, Service Codes are displayed in alphabetical order on the left, while the week of the year (calculated based on the entered Start Date) is displayed in the Header row.
Operations Report: Quantity
The Quantity section of the Operations Report provides a break down of each service code and displays a weekly total and cumulative total of its use.
Operations Report: Work Order Revenue
The Work Order Revenue section of the Operations Report details the weekly revenue amount collected on each service code and the cumulative total of all weeks displayed.
Operations Report: Revenue Per Unit
The Revenue Per Unit section of the Operations Report displays the per unit rate for each of the service codes and a cumulative total spanning across all the weeks.