Report Manager Overview


The Report Manager feature is available to health systems with the Absolute Suite subscription and allows for managing report creation and data upload at the health system level. Within Report Manager, users can create a batch of reports, as well as upload consolidated source data files (General Ledger, Revenue & Usage, and Payroll reports). The source data is parsed out to each provider using an entity/company number mapping table, and data is automatically pushed out to each provider's report in Absolute. This allows for more automation and consistency across the health system.


The user must be a Superuser to have access to the Report Manager button on the Applications page.

Report Sets

The Report Sets home page displays all of the reports sets that have been created within an organization.


Steps to add a new set:

  1. Click on +Add New Set



  2. Enter Set Name
  3. Clone providers from an existing set if possible. (This is not a requirement, but is recommended if a set has previously been created.)
  4. Select the FYE Period from the dropdown menu.
  5. Click the O to confirm.

Note: To edit a Report Set Name, click on the pencil icon to edit the name, and then click the O to confirm. To delete a created report set, click the X to delete and the O to confirm.


The Overview section displays the included providers, the provider CCN, the Report Name, and Report Date Range. When providers and reports are added, the report ID and name will display in orange under the Report column. By clicking on the report name, the individual reports can be viewed, the report name can be edited, and users can unlink a report from the report set. Selecting View reports will open up the report in another tab. Users can remove a provider from the report set by clicking the X button under the Remove column.



Report Options

To view the options for the created reports, click on the report name. This will display options for editing a report name, unlinking a report from the provider, and viewing the linked report. When "View Report" is clicked, it will open the report in a new tab in the browser.


Add Providers

Under Add Providers, users can choose which providers to include in the report set. If you have cloned providers from an existing report set, this section will only display additional hospitals to add to the report set. To add a provider to the report set, click the check box next to the provider name, and then click "Add" at the bottom of the page.


Create Reports

Under Create Reports, individual reports are created for each provider in the report set. This allows for consistency in report naming conventions across the entire health system. At the top of the page, the reports that will be created will have defaulted information for Report Name, Date Range Start, and Date Range End.



Steps to Make Changes to All Providers using Defaults:

  1. Click the checkmark icon next to Provider and all providers will be highlighted.
  2. Change the name of the report and click "Apply." This will apply the name to all highlighted providers.
  3. Change the date range by using the calendar icons and click "Apply." This will apply the date range to all highlighted providers.

Users can also tailor reports for each provider. There will be an option to change the individual report’s name, date, range, and prior year report next to each provider. This is useful if a provider has a different date range than others, in the case of short period reports, or for interim reports.

Ensure that the correct prior year report is selected to create the new report. This can be done by reviewing the dropdowns to view available reports to use as a prior year template for that specific provider.

After making any necessary changes, click "Create" at the bottom of the page. A warning message will appear to review all information and then click "Commit". When the reports are created the reports will appear in orange under Report Name. These are hyperlinks that will open the report in a new tab.


Assign Templates

Under Assign Templates, a GL Headers Mapping template can be assigned to all providers in the report set. This allows for completion of the Define and Map GL Headers for a reports created through Report Manager. 


Steps to Create and Assign a GL Mapping Template:

  1. To create a GL Mapping Template, hover over the GL_Mappings_1.JPG button at the top left corner of the screen and click on "Mapping Templates". 
  2. This will open up the Header Mappings Template page. To add a new template, click on the "Add New Template" button. Gl_Map_2.JPG
  3. Insert a name for the template, and then click the green circle to confirm. Currently, the only template mapping that can be created is for the GL. GL_Map_3.JPG
  4. After the template has been created, it will show on the main Header Mappings Template page. GL_Map_4.JPG
  5. To update the template, click on the name of the template. This will open up the template for adding in GL Headers associated with the Report Manager GL. GL_Map_5.JPG
  6. Click on "Add Header Mapping" to add in each header in the GL. The "Account" dropdown will allow the user to identify whether the header is an Account, Description, or Balance. In addition the number dropdown is used to identify the order of accounts that should be presented in Absolute. GL_Map_6.JPG
  7. Click on the Green circle after the header has been named, assigned as the appropriate header type, and defined in order. 
  8. After all headers have been created, hover over the Report Manager button on the top left corner of the screen and click on "Report Sets". Open up the associated Report Set, and click on the "Assign Templates" button. Click on the Mapping Templates dropdown, and select the associated Mapping Template for the Report Set. GL_Map_7.JPG

Note: There must be at least two accounts created in the Mapping Template and a Balance for the template to be utilized for a report set.


Manage Source Data

Under Manage Source Data, users can upload consolidated source data files, which may include multiple providers' data in one file. There are three types of data files that can be uploaded at the health system level: General Ledgers, Revenue and Usage, and Payroll reports.



Steps to Upload Source Data:

  1. Choose Data Type from the dropdown. (GL, R&U, or Payroll)


  2. Select the file to import by clicking the "Choose File" button. Users can then browse to the file location of the source data.

    Note: All files MUST be uploaded in csv format.

  3. Choose Entity field from the headers in the report.

    Note: Each provider MUST be identified by an Entity code or company number column for each report. Absolute will use this field to parse out the source data files by company number.

  4. Choose the Balance Field from the headers in the report. This field is used for verification purposes and can be a YTD total (GL), Total Charges (R&U), or Total Hours (Payroll).

Map Entities

Under Map Entities, the entity code or company code field in the source data files will be mapped to a hospital. This mapping will be used by Report Manager to parse out the source data files by provider. The current source column shows which data sets have been added (GL, Payroll, Revenue and Usage). To map the Entity Code, the user will click the provider name from the dropdown menu. Entities can also be excluded by checking the box under the Exclude column.



Note: If there is an unmapped Entity Code, a warning code will display at the top of the page notifying the user that an entity needs to be mapped.

Push Data

Under Push Data, Report Manager will parse out the source data files, and upload each individual provider's data to the linked report in Absolute. Each provider will be listed along with the report information and source data that is available based on the Entity mapping. In the Total column, a total value for each source data report will display. Users can use this as a data validation for the total to each hospital using mapped entity data.




Steps to Push Data:

  1. Click the checkbox next to the source data for each provider that will be pushed out to each report. This can be done one at a time or in one large data push.


  2. Click Review Selections and Push.
  3. Review selections and then either click "Make Changes/Cancel" or "Commit and Push Data"


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