How to Run Reports

Updated on: 06/22/2026

Provider Type(s) for Which These Instructions ApplyProgram(s) for Which These Instructions Apply
All ProvidersAll Programs

This document is a guide to show how to run reports on the Report Chapter in Harmony.

  1. Open the Reports Chapter
    Harmony navigation bar showing tabs for MY HARMONY, MEMBERS, PROVIDERS, PQ, and REPORTS, with a red arrow pointing to the REPORTS tab.
  2. Select “Retrieve”
    *Type and Category may be left blank.
    Filter Report By section showing Type and Category dropdown fields with a red arrow pointing to the Retrieve button.
  3. Click on the name of the report you would like to run.
    Report list showing Report Name and Description columns with a red arrow pointing to the Active Members by Plan Status report link.
  4. Select “Run Report” to view report.
    Active Members by Plan Status report page showing filter options and a red arrow pointing to the Run Report button on the right side.
  5. Select the filter options
    *The filter options will be different depending on the report that is selected.
    Report filter options showing example dropdown fields for Program, Provider, Prim Worker, Sec Worker, Plan Status, and Provider Enroll Type.
  6. Select “View Report” after selecting the relevant fields in the filter area.
    Report filter area showing all filter dropdown fields with a red arrow pointing to the View Report button on the right side.
  7. To download the report as a PDF, Excel, or another format, click the download icon shown in the following image and select your preferred file type.
    Report viewer toolbar showing page navigation controls, Find and Next buttons, and a red arrow pointing to the download/export icon.

Submit a content change request
Report a mistake or suggest an edit