Custom Reports

Build, schedule, and manage custom analytics reports

Report Name	Description	Created	Last Run	Schedule	Actions

No reports match your search.

No reports match your search.

Revenue Summary

Financial

Standard revenue summary with breakdown by category, vendor, and time period.

Vendor Scorecard

Performance

Comprehensive vendor performance metrics including recovery rate, payment times, and denial rates.

Leakage Analysis

Optimization

Identify and track missed rebate opportunities with recovery recommendations.

Contract Expiration

Contracts

Track contracts approaching expiration with renewal status and action items.

Accrual Aging

Financial

Track outstanding accruals by age bucket with collection probability analysis.

Executive Summary

Dashboard

High-level KPI summary for executive leadership with trend analysis.

Create New Report

Step of 4

Data Source

Fields

Filters

Preview

Select the primary data source for your report.

Contracts

Contract data and terms

Claims

Claim submissions and status

Transactions

Sales transactions

Settlements

Payment and settlement data

Vendors

Vendor details

Customers

Customer master data

Custom Reports

Scheduled Report Deliveries

Reports Shared With Me

Create New Report

Available Fields

Selected Fields

Report Preview

Edit Report

Edit Delivery Schedule