Create Custom Report Types and Custom Reports for Utilization Management

Set up a custom report type and custom report so that your users can view and analyze data related to their authorization requests.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To create custom report types and custom reports:	Create and Customize Reports permission set Manage Custom Report Types permission set Health Cloud Utilization Management permission set Health Cloud Foundation permission set

Create a custom report type that defines the set of records and fields available to a report based on the relationship between a primary object and its related objects. To enable reports to pull data from more than just the primary object, consider adding related objects.

When creating the custom report type for authorization requests, you can choose any of the care request related objects. To get the maximum benefit, we recommend that you use Case as the primary object, and Care Request and Care Request Extension as the child objects.

Other available child objects include: Care Request Item, Care Diagnosis, Care Request Drug, and Care Request Reviewer.

From Setup, enter Report Types in the Quick Find box, then select Report Types.
Click New Custom Report Type and provide these details.
1. Select Case as the Primary Object.
2. Enter the report type label, report type name, description.
3. Select the category and deployment status:
4. Click Next, and select the box under the primary object.
5. Select Care Request and Care Request Extension as the first and second child objects.
6. For each child object, select Each "A" record must have at least one related "B" record, and save your changes. The report shows only parent records with child records.
Select the required fields, arrange them in sections as you want them to appear to users, and save your changes.
Now, from the App Launcher, find, and select Reports.
Click New Report.
Choose the report type that you created, then click Continue.
Add or remove fields, group by rows and columns, filter report data, or add a chart. Customize your report until it shows exactly the data that you need.
Click Save, and give your report a name and description. With access and sharing in mind, save the report in an appropriate folder.
Now, your users can access this saved report to analyze, understand, and get answers to their questions on authorization requests.

You can also create dashboards from these created reports and share with your users.
Note

Health Cloud Administration

Create Custom Report Types and Custom Reports for Utilization Management

See Also