How to Create a Mock-Up Report

Sometimes you want a report that is a bit different than a standard PracticeAdmin report. Not to worry! The PracticeAdmin Team can help. In order for us to get you exactly what you want, we need an example -- a Mock-Up Report. The recommended method is to take the existing report, export to Excel, and then edit to show your desired customizations. That way we can generate the report that provides you with all the data you need. 

For example, a customer wants the Claims and Payment by Date Posted report to provide additional information. Here's how the report looks when exported to Excel:

The customer also wants the report to include an Adjusted Amount. The Mock-Up should show this additional column as below:

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