Understanding the Reports Section

The Reports section features four filter tabs (All, Favorites, Custom, Standard), organized report categories, Favorites for one-click access, and a full Custom report editor for your agency-built reports.

Navigating to Reports

The Reports section is accessible to Admins from the agency main page in Office Puzzle.

Click your agency name in the top navigation breadcrumb (e.g., Agency Demo Agency).
Select "Reports" from the breadcrumb or navigate directly from the sidebar.

You’ll land on the main Reports page with a structured tab bar at the top.

The Four Filter Tabs

The tab bar filters the full report library into focused views:

Tab	What you’ll see
All	Every report available to your agency — Standard and Custom — grouped by category. Your Favorites appear at the top.
Favorites	Only the reports you’ve starred. Both Standard and Custom reports can be favorited.
Custom	Only agency-built or modified reports, labeled with a Custom badge (salmon/pink). These reports can be fully edited.
Standard	Out-of-the-box Office Puzzle reports, labeled with a Standard badge (green). Read-only — structure cannot be edited.

Report Categories

Below Favorites, reports are organized into seven categories. Click any category row to expand it and see the reports inside.

Category	# of Reports	What it covers
Billing & Revenue	3 Standard	Claims, events, billing, and revenue generation
Clients & Clinical Activity	4 Standard	Client engagement and service delivery
Providers & Workforce	1 Standard	Provider productivity and workforce visibility
Payroll & Labor Costs	3 Standard	Workforce compensation (Payroll Summary, Events, Invoices)
Financial Performance	4 Standard	Business-level profitability and margin visibility
Administration	3 Standard	System oversight and user management
Authorizations & Compliance	2 Standard	Insurance authorizations and regulatory compliance

Favoriting a Report

Any report — Standard or Custom — can be starred as a Favorite. Favorites always appear at the top of the list. Favorites are scoped to your agency account and does affect other users’ views.

Expand the category containing the report you want to favorite.
Click the ★ star icon to the left of the report name.
The star turns yellow and the report appears in your Favorites immediately.
To remove a favorite, click the star again to deselect it.

Running a Report

To open and run any report:

Locate the report using the tabs or by expanding a category.
Click the action button (⋮⋮ grid icon) to the right of the report row.
Select Open from the dropdown menu.
The report opens with filter options at the top (Interval, Providers, Clients, Event Types, Event Status).
Set your filters, then click the green 🔎 Search button.

Custom Reports — Editing & Managing

Custom reports (shown with a salmon/pink Custom badge) are agency-built or modified reports. Unlike Standard reports, they are fully editable.

The Custom Tab

Click the Custom tab to filter the list to only your agency’s Custom reports, grouped by category. Each Custom report shows its name, badge, description, and action button.

Actions Available on a Custom Report

Click the action button on any Custom report to see the full menu:

Action	What it does
Open	Runs the report and opens the results view with filters.
Edit	Opens the edit modal where you can modify the report’s General settings, Headers, and Filters.
Edit Headers	Shortcut to jump directly to the Headers tab of the edit modal.
History	View previously exported files for this report (filename, size, type).
Save as XLS	Export the current report results as an Excel file.
Save as PDF	Export the current report results as a PDF file.
Save Report	Save the current filter configuration as part of this report’s settings.

The Report Edit Modal

When you click the action button on a Custom report and select Edit, a modal opens with four tabs:

Tab	What you can do
General	Edit the report's Name, Type, Category, and Description. Use this to rename or recategorize a Custom report.
Headers	View and edit the column headers that appear in the report output. Each header has a Name, Type, Group Function, and Key. You can edit individual headers or delete them. New headers can be added with the + Add button.
Filters	View and edit the filters available when running the report (e.g., Interval, Providers, Clients, Event Types, Event Status). Each filter has a Name, Key, Type, and optional Condition. Individual filters can be edited or deleted.
Info	Read-only audit trail: who created the report, when it was created, and who last updated it and when.

The Delete button (red, bottom-left of the modal) permanently removes the Custom report. This action cannot be undone. Standard reports do not have a Delete button.

Only Custom reports can be edited. Standard reports are read-only — their structure cannot be changed from this interface.

Downloading a Report

After running any report, click Actions in the top-right corner and select Save as XLS or Save as PDF. To view previously exported files, select History from the Actions menu.

Standard reports export via Actions > Save as XLS or Save as PDF.
Custom reports have the same export options, plus Save Report to preserve your filter configuration.

Tips

Can’t find a report? Try the All tab and use the search bar at the top of the Reports page.
Seeing “No records available”? Check your Interval date range first.
Want to edit a Standard report? Standard reports cannot be edited. Ask your admin about creating a Custom version.
Want a report that doesn’t exist yet? Contact your admin to request a new Custom report.