Barnestorm Reports Guide
Use this guide to search for reports, customize report layouts, export reports to Excel, and adjust report font sizes in Barnestorm Office.
Tip: Select the ▶ collapse icon throughout this article to expand additional instructions and details for each section.
Accessing Reports
- From the Barnestorm Main Menu, select Reports.
- Select a category from the left side menu.
- Use the Find A Report section to search by:
- Report name
- Report number
- Keyword related to the report
- Select the report title to open it.
- Choose your report settings and run the report.
Note: If you do not have access to a category, ask your supervisory to edit your employee security to include missing sections.
Using My Reports
The My Reports section keeps track of your recently used and favorite reports for quick access.
- To add a report, right-click the report name and select Add To My Reports.
- To remove a report, right-click the report inside My Reports and select Remove.
Exporting Reports to Excel
There are two ways to export reports to Excel.
Option 1 — Export Before Running the Report
- Select the Export to Excel option before running the report.
- Run the report.
- After closing the Barnestorm preview window, the report will automatically generate and save to:
C:\Barnestorm\Office
Option 2 — Export After Running the Report
- Run the report normally.
- Select the Export icon.
- A popup window will appear asking if you would like to save and open the report.
Note: If the report does not generate correctly, the computer may not have the appropriate file types enabled to create Excel files such as .xlsx or .xls.
Customizing Reports
Many reports can be customized before running the report.
Sorting Data
Click a column header to sort the report data.
- First click = Ascending order
- Second click = Descending order
Grouping Information
Grouping allows similar information to appear together on the report, such as grouping by Program, Employee, or Payer.
Filtering Results
- Check Allow Filtering.
- Select the filter icon on the column you want to filter.
- Choose a value or create a custom filter.
Multiple filters can be applied to narrow down report results.
Choosing Columns
Use
Choose Columns to:
- Add additional columns to the report
- Remove columns you do not need
- Customize the report display
Resizing Columns
Hover your mouse between column headers until the resize icon appears. Click and drag to resize the column width.
Saving Custom Layouts
- Select Save New Layout.
- Enter a report category, name, and description.
- Select Save Report.
Your custom report layout will automatically load the next time it is selected.
Increasing Font Size on Reports
There are two different report types in the Reports screen, and each type has a different method for increasing font size.
Reports That Start With a Menu Number
Example: 02.06 Visit Reference List
- Select the report.
- Check the Landscape option.
- Run the report.
This slightly increases the font size and improves report readability.
Reports Without a Menu Number
- Select the Admin tab from the left menu.
- Select Create Reports.
- Choose the report from the dropdown list.
- Select Next until the final screen appears.
- Change the font size to 9.
- Select Save Report.
- Run the report again from the Reports screen.
If additional size increases are needed, repeat the steps and try a font size of 10.
Note: Running Download New Reports may reset the report font size back to the default setting.
Download New Reports
Use the Download New Reports option regularly to receive newly created reports and report updates.
We recommend downloading new reports weekly to ensure your report list stays up to date.