Generating a day sheet without the previous month, MTD, and YTD totals

Day Sheet Report options provide for even better performance. It allows for shorter loading times for a day sheet with the back-end changes alone, but also a day sheet may load even faster by you choosing not to include the month-to-date (MTD), year-to-date (YTD), and previous month’s totals on the report.

To generate a day sheet without the previous month, MTD, and YTD totals

1. On the Home menu, select Day Sheet.

   The Day Sheet Report page opens.

   

2. Comparison Totals - Select or clear any of the following checkboxes:

   • Include Month-To-Date & Previous Month – With this checkbox selected, the MTD and previous month's totals are calculated (which may increase the report loading time), and the Month-To-Date and Previous Month columns are displayed. With this checkbox clear, the MTD and previous month's totals are not calculated, and the Month-To-Date and Previous Month columns are not displayed (in the Location Totals, Summary Totals, and Provider Totals sections on the report).

   • Include Year-To-Date (may run slower) – With this checkbox selected, the YTD totals are calculated (which may increase the report loading time), and the Year-To-Date column is displayed. With this checkbox clear, the YTD totals are not calculated, and the Year-To-Date column is not displayed (in the Location Totals, Summary Totals, and Provider Totals sections on the report).

   Note: The day sheet includes Location Totals sections only if you are running the report for all providers. The day sheet includes the Summary Totals section for the organization only if the Include Summary checkbox is selected for the report.

3. Set up other options as needed.

4. Click Search.

   Below is the report with the options not selected.

   

   Below is the report with the options selected.