Downloading from the Billing Page

Here is a video walkthrough on how to download billing.

*Please note the screenshots and information in this article contain fake PHI*

To get your billing list in a CSV file, visit the Billing Page. Click Download All Records to get the complete list.

You can also download individual reports using the download button in the Actions column. Click the down carrot to download either the Coversheet Only, or the Coversheet + Full PDF report.

Filter your billings by selecting specific criteria. Click on Filters, choose your filters, and click Apply. Your filtered billing list will then be displayed. Use the Download All Records button, which will update to Download Filtered Records.

If you want to download specific entries, check the corresponding boxes, and the Download All Records button will change to Download Selected Records.

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