Coming Soon! New Pulse Reports – Covetrus Pulse™ Help Center

Covetrus introduces a new feature: New Pulse Reports. The New Pulse Reports leverages state-of-the-art reporting technology for improved performance—both in speed and data quantity. As new reports are created, they will appear under the New Pulse Reports menu option.

Accessing New Pulse Reports

Go to the Menu > Reports > New Pulse Reports.

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Click on the report you wish to run. In the image below is the Voided Payment Report. As more reports are created, they will appear in this list.

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Favorites

Clicking the star to the right of a report will mark/unmark it as a Favorite. Marking reports as a Favorite will help to filter the list of reports as this list grows with new reports. Click the Favorites link to view favorite reports.

Go to Reports

Use the Go to Reports link to navigate to the list of new reports.

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Bookmarks

Bookmarks can be used to save the current view of a report and can be named to easily remember the view, such as “Void by John Smith”. Bookmarks are available on the main New Reports page, the report page, and the Printable View page. In the image below is the Bookmark link on the Voided Payment Report.

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Work with Bookmarks

To save a view, add the view as a Bookmark.

Click Bookmark on the page.
Click Add Bookmark.

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Enter the name for the new bookmark.

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Click the green checkmark to save the bookmark name. The list of bookmarks is displayed.

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Using Bookmarks

Click a bookmark to change the view of the report.
When the mouse changes to four arrows at the left side of a bookmark, click and drag to change the order of bookmarks.

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Click on the Actions icon to Rename or Delete the selected bookmark.

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Note: Bookmarks are specific to the user, not the device, so the user can go to another laptop/computer and still have access to the bookmarks.

Sorting Columns

Reports with tabular columns can easily sort data by clicking on a column header. Move your mouse over any column header and click the mouse to change the sort order. The black triangle indicates if the column is sorted in ascending or descending order.

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Parameters

Each report is run based on default criteria set in the Parameters panel. The criteria can be changed, and if you like, save the new criteria as a bookmark.

Printable View - Changes the screen to a view that can be printed or exported.

Default Parameters:

Run as of: Today's date and current time.
Reports are no longer saved. While today's date and time are the default filters, use the "Run as of" option to create a report that has a backdate as far back as when the practice data was imported into Pulse and the practice converts to the new reports.

Voided On: This will default to the Last 3 Months and shows the date range defined by this parameter.

Voided by: This defaults to show All employees who voided payments.

Practices: This parameter will only be displayed if your practice is part of a group of practices. It will allow the user to select which practice to run for the report.

These parameters can be changed by selecting different values.

Show Single View - Hides Practices.