Preparing To Submit Your Report

Before you create and submit your DEX report, we recommend running the Client Issues Report. This report can identify many of the common data entry errors that will cause a DEX report to fail. The report will list all clients with issues, and what those issues are.

To run the report, click the Reports menu, and select the Clients sub-heading. Then select Client Issues Report.

You don’t need to enter any data to run the report; just click the blue

Run Report

button. The resulting report will look something like this:

Before creating your DEX report, you should go through and fix each error. Even if the clients listed aren’t part of your current DSS report, we recommend making sure their data is correct. If the report is blank, you have none of these errors!

Note: For the following tutorial, we will assume the errors listed in this report have not been fixed.

Creating Your DEX Report

To create the DEX Report, click the Reports menu and select DSS Report. On this page, you will have a number of options. The Start and End fields need to be filled in: those are the dates you’re reporting on. You can create three reports from this page:

• DSS Totals Report: This is a PDF report that briefly summarises your reporting figures.
• DSS Detailed Report: This is a PDF report that details your reporting figures. The figures are broken down by client, so you can see exactly how many services each client recieved.
• DSS XML Report: This is the report you will actually submit to DEX.

Before running and submitting the XML report, we recommend running either the

Totals