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How to Use the Preset Report Buttons

Updated over a year ago

Creating Preset Reports

Video How-To

Step-by-Step

You can create a number of reports using the Kinetik platform. There are a number of presets to pull typically used reports, or you can build your own custom reports.

Using a Report Preset

  1. In the Reports Dashboard, there are a number of commonly used report types that can be generated with one click. In order to begin, click on Reports in the left side navigation pane.

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  2. Click on the button corresponding with the desired report type you’d like to generate

  3. From the Report Preview page, you can tweak some parameters like the date range and which claims you’d like to include.

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When the desired configuration has been set, click Export Selected to save the report as a CSV.

Still need help? Send us an email at support@kinetik.care, start a live chat on the platform, or call us at 631-593-2594 ext. 1. We're available from 9a-6p Eastern Standard Time.

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