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Run Revenue and Expense report

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Path: Reports > Financial > Revenue and Expense

  1. In Reports > Financial, select the Revenue and Expense Report.
  2. Set the applicable values on the Define tab.
  3. To view the Revenue and Expense Report according to your specified values, click the Preview tab. The report is generated based on the values that you provide on the Define tab.
  4. Optional: Click a discipline or an HHRG code to see the drill-down details about that line. A hand cursor is activated when you point to the line that contains details. After clicking a line, a new tab opens for the selected discipline or HHRG code with the corresponding details (Revenue and Expense report drill down).
  5. Optional: To modify the settings, return to the Define tab and modify your values, and then click the Preview tab again to see the updated report.