Running an Ad-Hoc Report for CareMount Monthly FTE report | Scribe

    Running an Ad-Hoc Report for CareMount Monthly FTE report

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    • 14 steps |
    • 53 seconds
      1
      Log in as caremountadmin (PW is 60dtemps)
      2
      Go to Reports > Ad Hoc
      3
      Report is named FTE_OptumCM. Report is based on the Timesheets Rates/Hours report with a 'Date Effective' filter of 'Last 30 Days' and Cost Item Status of 'Approved' and 'Invoiced'.
      4
      Click here to Export to Excel
      5
      Click "downloads" to open
      6
      Click "Enable Editing"
      7
      Click "Insert"
      8
      Click "PivotTable"
      9
      Click "OK"
      10
      Click "Date Effective. CheckboxUnchecked"
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      Click "Total Hours" to add it to the Values section (sum the total hours).
      12
      Right click "A5"
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      Click "Ungroup..."
      14
      Your final pivot table should look like this.