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Funder Services Report

Funder Services Report

Owned by Dawn Mackey
Last updated: Dec 13, 2021 by Miloni Jagushte (Unlicensed)

This report will allow users to see ALL Funders and Services currently added to your company account whether they are active or inactive

TIP: You will need to have permissions to access the Billing Export  to run this report.


ActionDescription

STEP 1


Click on "REPORTING DASHBOARD"

THEN

select "FUNDER SERVICES" report

STEP 2

Select FUNDERS

"By default if no selection made report will display ALL FUNDERS"


THEN


Click UPDATE

"report can also be exported to excel"




Additional Info:

The data in this report comes from the Funder's Billing Codes set up in your company account.

Modifier 3 & 4 are a part of Funder service report.