Metrics are the basic building blocks of any chart or table in Reports. They consist of dollar amounts, percentages, and numbers you might want to report on from claim and line item data in All Claims. There are also a number of Rivet-calculated rates you can report on as well.

Click the + next to Metric and rates, then scroll or search for the metric you'd like to report on, and click on your desired metric.

For dollars and numbers, you can choose the type of aggregation you'd like to report on. Rivet will default to Total, but you can change that by clicking the dropdown and selecting average, maximum, median, or minimum.

Use the date picker at the top of the chart to determine the claims data you'd like to report on. Rivet will default to use Date of service as the date type we're looking at for the range, but you can also use Latest transaction date. Those are the only two types of dates that will always have a date associated with them, which is why we limit those types to two.

Use filters to narrow the data set you're reporting on. Click Add filter, then select the filters you'd like to apply.

Breakdowns help you create pivot tables on the fly for any chart in the Reports page. Quickly answer questions like...

To add a breakdown, click the + next to Breakdowns, then scroll or search for the variable you'd like to breakdown by, and click on your desired variable.

The lines or bars on the chart reflect the rows you have selected in the table below. Turn lines on and off from the chart by checking or unchecking the corresponding rows in the table. Click on the carrots to expand or collapse the data nested below.

You can add up to three breakdowns.

Charts feature multiple visualizations to help you view the query results in the clearest chart type. By default, we display results using the line chart, which helps you understand how metrics trend over time.

To choose another visualization type, click the chart type dropdown in the upper right of the chart and select your desired visualization.

Line, stacked line, and stacked column charts are great for viewing data over time. In these chart types, you can choose the segment of time you'd like to view your data by with the time dropdown to the left of the chart type dropdown. This will change the time values on the x-axis as well as the columns on the table below.

Bar, stacked bar, pie, table, and metric charts are great for looking at metrics as a whole value for the time period selected in the date picker. They're also great for comparing values across categories.

Customize your chart by clicking the Chart settings tab next to Query. Here, you can do a few things, including:

With Reports, you can choose whether you want the underlying data source to be line item or claim level data. In both cases, this data comes from the All Claims worklist. You can think of this selection in the same way that you can select to view the All Claims worklist by claims or line items.

You can toggle metric totals on or off from your chart view. This feature is not available for metric or table chart types.

We offer a few different color schemed you can choose from depending on your preference.