Step 1. Click the menu button in the sidebar at the left.
Step 2. Click Submissions Summary Report.
Claim Submissions Summary Report page loads with the report data.
Step 3. Select start and end transaction dates Year, Encounter type, Payer.
The grid changes to show the transactions for a particular date rangedata set.
Step 4. Click Download as Excel file under the grid.
A standard Save As dialog appears where you can rename the file if necessary.
Step 5. Click Save in this dialog.
The report starts downloading.
Step 6. Open the downloaded file and review the report.
The report follows Submissions Summary Report format.