Operations Report

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 

ParameterValue
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

  1. Select the Division the report applies to.
  2. Select the Start Date the report applies to.
  3. 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.