Add Option to Hide Provider/Resource Name in Occupational Invoice Reports

What’s New

• • New Checkbox Added: “Hide Provider/Resource Name” in the search criteria section of both Occupational Invoice reports.

  • New Behavior:

    • When checked → the Provider/Resource Name column is hidden from the report output.

    • When unchecked → the column remains visible (default behavior).

  • Applies To:

    • Both Occupational Invoice by DOS and Occupational Invoice by Plan reports.

    • Both on-screen views and exported files (Excel, PDF).

  • Default Setting: Checkbox is unchecked to maintain backward compatibility.

How It Works

• Open either of the Occupational Invoice report.

• In the search criteria panel, locate the new checkbox labeled “Hide Provider/Resource Name.”

• Select or deselect the checkbox:

  • ✅ Checked: The Provider/Resource column is excluded from the generated report.

  • ⬜ Unchecked: The column remains visible.

• Run the report. The column visibility setting applies to both on-screen results and exported outputs (Excel, PDF).

• The option resets to default (unchecked) each time the report is reopened.

Benefits

• Enables users to generate simplified or detailed invoice reports based on need.

• Reduces visual clutter by hiding unnecessary provider/resource data.

• Maintains accuracy of calculations, subtotals, and totals.

• Enhances user control and report customization without affecting performance.

• Ensures consistent output across on-screen and exported versions.