Creating New Reports

In addition to editing existing reports, you also have the option to build reports from no base at all.

To create a brand new custom report:

  1. From the folder options or workspace panel link, click New Report.
  2. In the Report Name field, enter a name for the report. By default "New Report" is entered for you. If the new report's name already exists in the destination folder, the new report's name will increment by +1 (for example, Report, Report (1), Report (2), etc.). This field is limited to 50 characters.
  3. From the Report Universe dropdown, select the category of business objects from which to build. You will see universe options vary based on your Acuity subscription.
    • "Acuity" contains the majority of objects needed for Assurance reports.
    • “Clearance” contains objects related to the data sourced from Clearance.
    • "Acuity Change Analysis" contains objects specific to change analysis reporting.
    • "Remit" contains objects pertaining to all remittances processed within Assurance--both matched and unmatched to a claim.
  1. Click Save to save the new report pod to the initiated location.
  2. Refer to Navigating the Prompts to get started with your creation.