Communication Log Reports

Applied Epic allows you to customize the communication log if you do not wish to use the standard report.

In order avail yourself of this feature, your agency must be set up for custom layouts in Interface System Settings.

1. Access the Reports/Marketing area .

   To access the Reports/Marketing area from the Home screen, do one of the following:

   • Click Reports/Marketing on the navigation panel.
   • Click Areas, Reports/Marketing on the menubar.
   • Click the down arrow next to Home on the options bar and select Reports/Marketing.

   To access Reports/Marketing from another area of the program, do one of the following:

   • Click Home, Reports/Marketing on the menubar.
   • Click the down arrow next to Home on the options bar and select Reports/Marketing.
2. The My Reports list defaults when the Reports/Marketing screen opens. If the report is in a different list, click the correct button on the navigation panel, or click on "My Reports" on the view filter and select Interface.
   
   Each of the reports listed comprise the information that is contained in the Communication Log.  Only those reports where data has been delivered from the download will trigger the associated section to print. For example, if the download contains claim data, then the Claims Received report prints. If no claim data is received, there is no printed report.
3. Click to highlight the appropriate existing report.
4. Do one of the following:
   • Click the Edit button .
   • Double click the report.
5. The Criteria screen displays. For more information on modifying the criteria, layout, and delivery options, as well as generating the report, see Edit a Report.