Generate the PIP QI Report

Generate and download a PIP eligible data set from Reports.

Procedure

To generate and download a PIP QI report:
  1. To open the Reports panel, select Helix Reports buttonReports > Financial Reports.
    Helix Reports Panel
  2. From the Report name list, select PIP QI under the General section.
    Selecting the PIP QI Report
    The PIP QI report is displayed. For example, the report has been generated and is ready to download.
    Helix PIP QI Report Window
  3. To generate a report, click Request JSON, Excel & PDF. You will be prompted to confirm.
    • Your report request is added to a queue. It may take some time before your report is generated, during which you can continue to work in Helix.
      PIP QI - Report in Queue
    • When Helix begins generating the report, you will be notified as GENERATING.
      PIPQI - Report Generating Window
  4. Once the report is generated and ready to download, click READY TO DOWNLOAD.

Results

The report is downloaded to your computer. Check your browser for your local download location. The report file format is Helix-PIPQI-YYYY-MM-DD.zip.