Reporting
Exports

RFA Treatments Export

Last update
June 27, 2022

RFA Treatments Export allows you to study detailed RFA information at a glance.

The RFA Treatments Export provides detailed information on RFAs that can be analyzed any number of ways to get specific information. To export RFA Treatment information, follow the steps below.

Step 1. On the navigation bar, click ‘Reporting’

Only users with the Role of Reporter or Administrator have this button.

Step 2. Click the ‘Exports’ card

Step 3. Click ‘RFA Treatments’ card

Step 4. Optional: Select one or more ‘Billing Providers’

The report defaults to all Billing Providers.

Step 5. Select ‘Date Range’

Clicking the date field displays prefiltered date options and a calendar.

There are two ways to select dates:

  1. Click one of the suggested dates or date ranges from the left sidebar in the calendar
  2. Click Custom Range and type in the desired date or date range for the export and click Apply

Step 6. Select ‘Date Filter Type’

Created On includes RFAs created in daisyBill during the selected Date Range.

Step 7. Click ‘Download Export’

The Export downloads immediately to your computer.

Step 8. To view columns included in the Export, click ‘View Export Columns’

Step 9. To view Export History, click ‘Export History’

And there you have it -- a lot of useful information!

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