--- title: "Reporting" slug: "reporting" tags: ["Reporting", "Claim Group", "Select By", "Billed", "Generate reports", "Charges by", "Report Type", "Exporting Report"] updated: 2026-08-05T19:03:10Z published: 2026-08-05T19:03:10Z canonical: "docs.claim.md/reporting" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.claim.md/llms.txt > Use this file to discover all available pages before exploring further. # Reporting Claim.MD allows you to generate detailed reports for your processed claims, providing valuable insights into your billing performance. By reviewing these reports, you can analyze key data, identify issues with specific payers or procedures, and monitor the status of your claims. The reports are designed in a user-friendly format, making it easy to track and manage your billing and reimbursement activities. With Claim.MD’s powerful reporting functionality, you can efficiently oversee your claims and optimize your billing operations. ImportantThese reports specifically cover claims processed through Claim.MD. If a claim includes a payment reference in an Electronic Remittance Advice (ERA), the report provides details about that payment. However, Claim.MD reports do not handle balancing your overall accounts receivable (A/R). Instead, they focus solely on the payment information related to individual claims processed within Claim.MD.Deep Dive into ReportingFor a more in-depth understanding of analyzing reports and utilizing data effectively, refer to these articles: php-template Copy code - [Importance of Periodic Reporting for Efficiency in Claims Management](/v1/docs/importance-of-periodic-reporting-for-efficiency-in-claims-management) - [Mastering Claim.MD Reports: A Guide to Informed Billing Management](/v1/docs/reporting-1) ## Creating and Viewing Reports The Reporting page allows users to generate new reports, monitor processing status, and access historical reports specific to their account. --- ### Starting a New Report To begin generating a report: 1. Go to the **Reporting** page. 2. Locate the **green “New Report” panel** inside the report window. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1750085445447.png) 3. Click the panel to open the **Generate Report** pop-up. 4. In the pop-up, configure your report using the following filters: - **Report Type** - **Claim Group** - **Time Frame** - **Select By** ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1750085478339.png) 5. Click **Generate** to begin the report process. If the report requires additional time to compile, a **“Processing”** message will appear. You can return to the page later to view the completed results. --- ### Accessing Past Reports Each user has access to their **last 100 generated reports**. These reports retain the exact data from the time they were created, providing a consistent reference—even if claim data changes later. To view past reports: 1. Scroll to the **Past Reports** section on the Reporting page. 2. Select any report entry from the list and select the blue **View Report** button to open it. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1750085540988.png) Each entry displays basic metadata such as report type, time frame, and date generated. --- ### User-Specific Report History Reports are tied to **individual user accounts**, not the overall provider account. This means: - Users will only see the reports **they personally ran**. This helps maintain data clarity and personal report tracking. ## Report Dropdown Options ### Report Types Each report type in Claim.MD allows users to search for data based on specific criteria that vary depending on the selected report. All reports are interactive, enabling users to click on individual claims within a segment to access more details. Refer to the table below for descriptions of the different report types available in Claim.MD. | Report Type | Description | | --- | --- | | **Billed Charges by Payer** | This report provides a summary of the total amount billed to each payer for a specified time period. It includes the payer's name, total billed charges, and additional details for each claim submitted to that payer. - Used for tracking billing performance and identifying issues such as payment delays, claim denials, or revenue cycle disruptions. **Report options:** Claim Group, Time Frame, Select By. | | **Billed Charges by Rendering Provider** | This report summarizes the total amount billed for services provided by each rendering provider (e.g., physicians or other healthcare practitioners) within a specific time period. - Useful for monitoring individual provider billing performance and identifying service trends. **Report options:** Claim Group, Time Frame, Select By. | | **Billed Charges by Billing Provider** | This report displays the total amount billed by each billing provider within a specified timeframe. - Helpful for tracking revenue by billing provider and analyzing claim trends. **Report options:** Claim Group, Time Frame, Select By. | | **Billed Charges by Billing Facility** | This report summarizes the total amount billed for services provided by each facility, such as hospitals, clinics, or outpatient centers, over a specific time period. **Key details included:** - Facility name - Total billed charges - Claim details for services rendered at the facility This report helps track the billing performance of individual facilities, identify trends in service utilization, and ensure accurate billing for rendered services. --- **Report options:** Claim Group, Time Frame, Select By | | **Billed Charges by Procedure** | This report summarizes total billed charges categorized by procedure codes within a specified timeframe. - Used for identifying trends in procedure billing, monitoring high-revenue procedures, and analyzing payer reimbursement patterns. **Report options:** Claim Group, Time Frame, Select By. | | **Transmits** | This report provides details on claims transmitted within the last 30 days, categorized as either **Transmitted** (submitted once) or **Re-Transmitted**(submitted multiple times). - Useful for tracking claim submission activity and identifying re-transmission trends. **Report options:** Claim Group, Time Frame. | | **Top Rejections** | This report identifies the most common reasons for claim rejections within a specified time period. - Includes details on rejection codes, the number of rejected claims per code, and specific claim details. - Helps pinpoint recurring issues in billing processes and improve claim acceptance rates. **Report options:** Claim Group, Time Frame. | | **Claim Corrections** | This report provides insights into claims that have been corrected and resubmitted after rejection or denial. - Tracks correction reasons, correction frequency, and trends in resubmitted claims. - Helps providers enhance billing accuracy and reduce claim denials. **Report options:** User, Claim Group, Time Frame. | | **Age of Billing** | This report tracks the number of days between the date of service and the last claim submission. - Used to identify submission delays and optimize claim processing times. **Report options:** Claim Group, Time Frame. | | **Payments / Adjustments** | This report provides details on payments and adjustments applied by payers to submitted claims. - Includes information on adjustment and denial codes. - Useful for identifying claim adjustments and improving reimbursement accuracy. **Report options:** Claim Group, Time Frame. | | **Time Till Payment** | This report measures the time it takes for claims to be processed and paid. - Displays the number of days between claim submission and ERA receipt. - Helps providers monitor payer processing times and address payment delays. **Report options:** Claim Group, Time Frame. | | **Patient Demographics** | This report provides a visual representation (e.g., a map) of the geographical distribution of a provider's patients. - Useful for analyzing patient location trends. **Report options:** Claim Group, Time Frame. | | **Claims Activity** | This report tracks the status and activity of submitted medical claims. - Provides insights into claim rejections, Transmit approvals, deletions, and archived. - Helps providers monitor claim processing efficiency and improve revenue cycle management. **Report options:** Claim Group, Time Frame. | | **Avg. Payment Comparison by Procedure** | This report compares the average amounts paid and billed for each procedure or service. It also provides a global comparison for the same procedures. **Benefits of this report:** - Identify discrepancies in payments received vs. billed amounts. - Assess financial performance relative to industry standards. - Optimize billing practices and negotiate better reimbursement rates. --- **Report options:** Claim Group, Time Frame | | **Appeals Activity** | This report provides insights into appeals submitted by healthcare providers to payers. Appeals are categorized by submission method: - Faxed - Mailed - Electronic - Downloaded By analyzing this report, providers can track appeal status, monitor trends, and identify the most effective appeal submission methods. **Key insights:** - Track appeal success rates by submission method. - Monitor the frequency and timing of appeals. - Identify bottlenecks in the appeals process. --- **Report options:** User, Claim Group, Time Frame | | **Payer-Modified CPT/HCPC** | This report lists procedure codes that were modified by the payer during claim adjudication. Clicking on a code will display a list of affected claims. --- **Report options:** Claim Group, Time Frame | ## ## Deleted vs. Archived Claims **Deleted** claims are those that were uploaded but never transmitted. Claims in this category will not show successful resubmissions. Once a claim has been deleted, it cannot be removed from the report. **Archived** claims refer to claims that have been both uploaded and transmitted. --- ## Additional Report Filters ### Claim Group Customized drill-down filters allow grouping claims for more specific reporting. Examples include: - **Paid vs. Unpaid Claims** - **Secondary Providers** For details on setting up claim groups, see the [Claim Grouping](/v1/docs/claim-grouping) article. ### Time Frame **Note:** When selecting "Other" for date selection, the range must be **one year or less**. When generating reports, a **pie chart** and a **list view** are displayed, both of which are interactive for deeper claim analysis. ### Select By Sorts report data based on: - Last Transmit Date - First Date of Service --- ## Report View ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678128386739.png) When a report is generated, a **chart or graph** displays segmented data based on the selected report type. - For example, the **Billed Charges by Payer** report shows billed claims and their amounts by payer. - Clicking a **pie chart segment** reveals a list of all claims under that payer. - Users can then **View/Edit Claims**, add notes, or perform additional actions. For more details, see the [View/Edit Claims](/v1/docs/viewediting-archive) article. --- ## Exporting Reports To export report data as a CSV file, click the ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1680017212778.png) icon in the top-right corner of the screen. The file can then be opened in spreadsheet applications such as Excel. --- ## Adding Criteria to Refine Claim Searches Users can refine claim lists generated from reports for deeper data analysis. ### How to Add Search Criteria: 1. **Run a Report**: Generate a report (e.g., "Billed Charges by Payer"). 2. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1724186688660.png) 3. **Select a Data Point**: Click on a **pie chart segment** or a **payer name** in the report. 4. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1724361573405.png) 5. **Access Additional Search Options**: Click the **gear icon** in the upper-right corner.![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1724186966462.png) 6. **Add Search Criteria**: Use available filters to refine the report. Example: In the image below, **Procedure and Modifier** criteria are selected. 7. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1724187086492.png) 8. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1724187185226.png)