---
title: Create a Customized Report
description: Create your own customized reports with the dynamic report page.
---
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1. [Help Center](https://knowledge.billiyo.com/knowledge?hsLang=en)
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3. [Dynamic Report](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#dynamic-report)
# Create a Customized Report
## Create your own customized reports with the dynamic report page.
---
### **Table of Contents**
> - [Create and Download a Report](https://knowledge.billiyo.com/knowledge/dynamic-report#create)
> - [Save a Report Template](https://knowledge.billiyo.com/knowledge/dynamic-report#save)
> - [View and Manage Report Templates](https://knowledge.billiyo.com/knowledge/dynamic-report#templates)
> - [Examples of Reports](https://knowledge.billiyo.com/knowledge/dynamic-report#examples)
---
### Create and Download a Report
To create a report, in the left menu navigate to the *Dynamic Report* page:
```
Reports > Dynamic Report
```
Within this page, click on the  button in the upper left corner of the screen.
|  |
| --- |
On the left side of the pop-up that appears, select the "Category" and "Report" type.
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| --- |
Within the "Fields" section, select fields to include within the report — multiple fields can be selected and the order in which they are chosen determines how they display.
|  |
| --- |
Within the "Filters" section, select filters — use the  to create multiple filters.
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| --- |
Within the "Order By Field" section, select what order information should appear in.
Use the  to create multiple order rules, and the  to say if it should be in ascending or descending order.
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| --- |
Once all sections have been completed, click on the  to see the report you've created appear on the right side of the screen.
- If a  appears on lines, click on it to reveal more information.
- Use  to close the report setup details to make the generated report fill the full window.
- Use  to open the report setup details.
|  |
| --- |
To download a CSV file of the report, click on the  button in the upper right corner. Some reports will give you the option to choose whether a summary or all details of it should be downloaded.
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To download a PDF file of the report, click on the  button in the upper right corner. Some reports will give you the option to choose whether a summary or all details of it should be downloaded.
|  |
| --- |
### Save a Report Template
If a report you've created is one that you'll be using often, save it as a template so that you don't have to re-create it each time you need it.
After [creating and generating the report](https://knowledge.billiyo.com/knowledge/dynamic-report#create), click on the  button to give the report a name and save it.
|  |
| --- |
### View and Manage Report Templates
Report templates that have been saved can be found within the table that appears in the *Dynamic Report* page.
To help locate a specific template that's been saved, you can:
- Use the "Search" feature to search for the name it was given.
- Click on a category on the left side of the screen to filter.
- Use the "Show All" toggle to see templates created by other users.
|  |
| --- |
After locating the saved report, you can:
- Click on the  icon next to it to save/unsave it as a favorite — when the star is filled in with yellow, it's been saved as a favorite.
- Click on the "Report Template Name" to see the report details and edit it's criteria. If you make any edits, click on the  button to rerun the report!
- Use the  button at the right to quickly download a CSV file of the last generated version.
- Use the  button at the right to quickly download a PDF file of the last generated version.
- Delete the template if it's no longer being used by clicking on the  button.
|  |
| --- |
### Examples of Reports
| Employee Information |  |
| --- | --- |
| Service Authorization Summary |  |
| EVV Schedules |  |
| Progress Notes |  |
| Document Signatures |  |
- [Getting Started](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#main-content)
- [Onboarding trainings](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#onboarding-trainings)
- [Clients](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#main-content)
- [Profile related info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#profile-related-info)
- [Patient onboarding](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#patient-onboarding)
- [Patient dashboard related info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#patient-dashboard-related-info)
- [Caregiver connection info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#caregiver-connection-info)
- [Service authorization info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#service-authorization-info)
- [Care plan info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#care-plan-info)
- [Recalibrate client location](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#recalibrate-client-location)
- [User accounts & client portal](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#user-accounts-client-portal)
- [Client eligibility](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-eligibility)
- [Q and A](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#q-and-a)
- [Deleting Client Documents](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#deleting-client-documents)
- [Services Tab](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#services-tab)
- [Client Onboarding Application](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-onboarding-application)
- [Employee](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#main-content)
- [Profile related items](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#profile-related-items)
- [User account info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#user-account-info)
- [Payroll info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#payroll-info)
- [Employee Hours Summary](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-hours-summary)
- [Expense info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#expense-info)
- [Request app user's location](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#request-app-users-location)
- [Caregiver app info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#caregiver-app-info)
- [Clinical app info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#clinical-app-info)
- [Telephony](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#telephony)
- [Caregiver dashboard](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#caregiver-dashboard)
- [Employee onboarding URL](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-onboarding-url)
- [Q and A](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#q-and-a)
- [Mobile apps](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#mobile-apps)
- [Deleting Employee Documents](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#deleting-employee-documents)
- [Employee Services Tracking](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-services-tracking)
- [Reset Password](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#reset-password)
- [Scheduling & Timesheets](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#main-content)
- [Scheduling related info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#scheduling-related-info)
- [Schedules approval related info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#schedules-approval-related-info)
- [Electronic timesheet info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#electronic-timesheet-info)
- [Manual timesheet Info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#manual-timesheet-info)
- [Manual clock in/out info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#manual-clock-in-out-info)
- [Q and A](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#q-and-a)
- [Clinical & Documentation](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#main-content)
- [Service verification](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#service-verification)
- [Clinical forms info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#clinical-forms-info)
- [Nursing visit](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#nursing-visit)
- [PDN info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#pdn-info)
- [Progress note](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#progress-note)
- [Vitals log](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#vitals-log)
- [Health analysis](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#health-analysis)
- [eMar info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#emar-info)
- [OASIS submissions](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#oasis-submissions)
- [Skilled patient task flow](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#skilled-patient-task-flow)
- [QA QI info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#qa-qi-info)
- [Patient Dashboard](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#patient-dashboard)
- [Physician orders](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#physician-orders)
- [Upload documents info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#upload-documents-info)
- [QP visit documentation](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#qp-visit-documentation)
- [Digitalized documents info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#digitalized-documents-info)
- [Q and A](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#q-and-a)
- [Medication](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#medication)
- [Claims & Invoices](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#main-content)
- [Claim related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#claim-related-info)
- [Invoice related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#invoice-related-info)
- [EVV claim related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#evv-claim-related-info)
- [Claim Detail Report info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#claim-detail-report-info)
- [Denial Analysis Report info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#denial-analysis-report-info)
- [Electronic Remittance info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#electronic-remittance-info)
- [Q and A](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#q-and-a)
- [Service Verification Failed](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#service-verification-failed)
- [Reporting](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#main-content)
- [Dashboards info (excluding "Caregiver Dashboard")](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#dashboards-info-excluding-caregiver-dashboard)
- [Contact Masters](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#contact-masters)
- [ServiceAuth](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#serviceauth)
- [LEIE](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#leie)
- [Balance And Aging](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#balance-and-aging)
- [Batch Detail](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#batch-detail)
- [Late/Missed Schedule](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#late-missed-schedule)
- [Dynamic Report](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#dynamic-report)
- [Cost Report](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#cost-report)
- [Financial Reports](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#financial-reports)
- [Q and A](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#q-and-a)
- [Download Documents](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#download-documents)
- [Settings & Setup](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#main-content)
- [Billiyo subscription info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#billiyo-subscription-info)
- [Company settings info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#company-settings-info)
- [Surveyor user account info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#surveyor-user-account-info)
- [Service type management info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#service-type-management-info)
- [Q and A](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#q-and-a)
- [Basic Company Information](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#basic-company-information)
- [Communication & Tasks](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#main-content)
- [Chat](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#chat)
- [Tasks](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#tasks)
- [Mass communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#mass-communications)
- [Reconciling eFax](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#reconciling-efax)
- [View Fax](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#view-fax)
- [Patient Dashboard Communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#patient-dashboard-communications)
- [Employee Communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#employee-communications)
- [Product Updates](https://knowledge.billiyo.com/knowledge/product-updates?hsLang=en#main-content)
- [Product updates](https://knowledge.billiyo.com/knowledge/product-updates?hsLang=en#product-updates)
- [Electronic Visit Verification (EVV)](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#main-content)
- [Minnesota (MN) EVV](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#minnesota-mn-evv)
- [Review EVV](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#review-evv)
- [More](https://knowledge.billiyo.com/knowledge/more?hsLang=en#main-content)
- [Company](https://knowledge.billiyo.com/knowledge/more?hsLang=en#company)
- [User Account](https://knowledge.billiyo.com/knowledge/more?hsLang=en#user-account)
- [Product Updates](https://knowledge.billiyo.com/knowledge/more?hsLang=en#product-updates)
- [Mobile Apps](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#main-content)
- [Billiyo for Caregiver App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-for-caregiver-app)
- [Billiyo Clinical App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-clinical-app)
- [Billiyo for Adult Day Care App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-for-adult-day-care-app)
- [CRM](https://knowledge.billiyo.com/knowledge/crm?hsLang=en#main-content)
- [Service Auths](https://knowledge.billiyo.com/knowledge/crm?hsLang=en#service-auths)
- [Dashboards](https://knowledge.billiyo.com/knowledge/dashboards?hsLang=en#main-content)
- [Document Hub](https://knowledge.billiyo.com/knowledge/dashboards?hsLang=en#document-hub)
- [Announcements](https://knowledge.billiyo.com/knowledge/announcements?hsLang=en)
- [Adult Day Care](https://knowledge.billiyo.com/knowledge/adult-day-care?hsLang=en#main-content)
- [Adult Daycare App](https://knowledge.billiyo.com/knowledge/adult-day-care?hsLang=en#adult-daycare-app)
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