---
title: Generate Reports in HX
description: Export files are not standard reports. They are customizable outputs that are generated as XLS files instead of PDFs. You need a program capable of opening spreadsheet files, such as Excel®, to view t
---

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# Generate Reports in HX

Table of Contents

## In This Article

### Create Export File Outputs

Export files are not standard reports. They are customizable outputs that are generated as XLS files instead of PDFs. You need a program capable of opening spreadsheet files, such as Excel®, to view them. The following export file outputs are available:

- Provider List Export File
- Child List Export File
- Claim List Export File
- Review List Export File
- Training List Export File
- Provider Messages Export File

Each of these export files have a corresponding Mailing Label report. The same steps and filters apply. However, the Mailing Label reports are generated in an Avery 5160 format.

 

To generate an export file:

1. Click the **Reports** menu, select the appropriate category, and select the file to generate. Depending on the report you select, an filter window (such as the Provider Filter) opens. Set filters and click **Continue**. The Select Output Data window opens. The Provider List Export File version is shown below.
   
   ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5cc0c80a8e121ce74cffb13d/n/export-file-window.png)
2. Check the box next to each field to include in the report. You can also click **Select All** to select all fields.
3. Click **Continue**. The Save As window opens.
4. Browse to the location in which to save the export file. Export files are saved to C:\\Program Files\\MMHX\\Sponsor folder by default, so we strongly recommend you save the file in a different, easy to access location.
5. Click the **File Name** box and rename it, if needed. The default name is the current date and time, followed by the export type.
6. Click **Save**.

#### Saving List Export File Report Templates

Many Sponsors use the list export files to create the same basic report multiple times a year. To streamline this process, you can save your filter choices and output options as a template, so you do not have to select them again each time you generate the report.

1. Click the **Reports** menu, select the appropriate category, and select the file to generate. Depending on the report you select, an filter window (such as the Provider Filter) opens. Set filters and click **Continue**.
2. Check the box next to each field to include in the report. You can also click **Select All** to select all fields.
3. Click the **Enter New Export Report Name** box and enter a name for this template.
4. Click **Save Export Report Options**.
5. Click **OK** at the confirmation prompt.

Once you have saved a template, you are prompted to select a template when you select that particular export file. Click the **Select Export Report Definition to Use** drop-down menu, select the template to use, and click **Continue**.

![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5cc0ca1bec161c7c414917ca/n/provider-list-export.png)

To generate a list of all your saved Export File reports, click **Reports**, select **Misc**, and click **Export Files Reports**.

 

---

### Report Output Windows

Each time you generate a report in Minute Menu HX, it prints to a Report Output window on-screen. You can review the report in this window, print it, or export it. 

![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5cc0d05d8e121c6d56ffb057/n/report-window.png)

1. The total number of pages displays in the top-left corner. Click the arrows to move between pages.
2. To zoom, click the 100% drop-down menu and select the zoom level to view.
3. Click ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5cc0d143ec161c7c41491858/n/printer-settings.png) to adjust your printer settings.
4. Click ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5cc0d1378e121ce652ffb126/n/print.png) to print the report.
5. Click ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5cc0d15cec161cd34749176a/n/export.png) to export the report.
   
     1. Click the **Format** drop-down menu and select the format to use. Note that the file format you select may skew the report's formatting.
     2. Click the **Destination** drop-down menu and select the location to which to export it.
     3. Click **OK**.
     4. When prompted, browse to the location in which to store the report.

 

---

### Print Reports to PDF

We recommend you print reports to PDF whenever possible—especially if you are emailing them to your providers. Note that you must have a PDF creator installed before you can print to PDF. If you do not, you can download and install CutePDF Writer for free [**here**](https://www.cutepdf.com/Products/CutePDF/writer.asp) (external link). To change the printer used when printing reports:

1. Generate a report as you normally would. See the bullets and linked articles, above.
2. In the Report Viewer, click ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5f626557ad121ccf0e43da9d/n/1600283990960.png).The Print Setup dialog box opens.
   
   ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5f626558ad121cc40e43db9f/n/1600283991238.png)
3. Click the **Name** drop-down menu and select your PDF printer, Adobe PDF, for example.
   
   ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5f626559ad121c960f43d9a1/n/1600283991082.png)
4. Click **OK**.
5. Click **Print** to print the report. Your PDF printer name should display.
   
   ![](https://dyzz9obi78pm5.cloudfront.net/app/image/id/5f626558ad121c2f0f43da41/n/1600283991152.png)
6. Click **OK**.
7. Browse to the location on your computer in which to store the report, and click **Save**. You can now email the PDF report to your provider, if needed.

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