Navigating the Prompts

The Prompts dialog box displays when either an existing report is opened or a new one is launched for creation. Here, you can search for CIDs by name, select the CIDs to include, and specify dates (by manual entry or calendar selection) for the report.

Required data for prompts is indicated with icons.

Completing the Prompts

To complete the prompts:

• Check the boxes of the Client ID(s) you want to include in the report. Use the search function at the top left of the dialog box if needed.

• Enter a date range in the date field, or use the calendar feature to select it.

• Select whether or not to use test claims. By default, this is set to "No".

• Click OK.
• Refer to the Viewing Modes at a Glance for help with development.