Across all sections of the Billing solution, the RXNT grid has a variety of tools to customize and organize the information, including toggling report mode, reordering columns, adding or removing columns, grouping data by specific columns, searching and filtering within columns, creating favorites, and setting default views. Each grid also includes a set of default columns that display key information.
These tools allow you to tailor how data is displayed, focus on the information most relevant to your workflow, and save preferred views for quick access in the future.
In this article, we’ll use the Insurance Payment screen as an example, but the same can be done for anywhere the RXNT grid is used.
Columns
Report mode
Click the checkbox next to Report Mode to unlock additional columns in the grid, allowing you to view the data most relevant to your workflow. Once Report Mode is enabled, use the Columns icon to add or remove columns as needed.
Example: If you need to track both Payment Date and Insurance Type for your review, enabling Report Mode lets you add these columns to the grid, giving you a complete view of the information you need in one place.
Reorder columns
You can drag and drop column titles to the left or right to arrange the grid in the order that best suits your workflow.
Example: If you want to see the Insurance first, followed by Payment Date and then Payment Amount, simply drag the column titles into that order. This allows you to organize the data in a way that makes it easier to review and analyze.
Add and remove columns
Adding or removing columns allows you to customize the table to show only the information that’s relevant to your analysis. For example, you might add a “Payer” column to quickly see which insurance providers are responsible for each payment, or remove the “Payment Method” column if the focus is on total amounts rather than how payments were made. This makes the table easier to read, highlights key data, and supports faster, more effective decision-making.
To add or remove columns: click the Columns icon. You can customize which columns appear in your table by selecting or deselecting them.
Click the checkbox next to each column to select or deselect it. Then, click Ok to apply or remove columns. Or, click Select All to include all available columns.
Search columns
You can search and filter data in a column by using the magnifying glass icon located below each column header. Clicking the icon opens a dropdown menu where you can select a filter type, such as Starts With or Contains, and then type the text you want to find. For example, in a Payment Date column, you could choose Equals and type “07/28/2025” to display only the payments with this payment date.
To remove the filter and return to the full table, select the Reset option at the bottom of the dropdown.
Filter columns
A filter icon appears in certain column headers (to the right of the column name), allowing you to open a dropdown menu and filter the column by specific groups or criteria. This feature is available only for non-numeric columns.
For example, if you click the filter icon in the Insurance column, you can filter the table by a specific payer. This quickly narrows the view to only the payment details associated with that payer, making it easier to spot patterns, verify information, or focus on a particular group without having to sift through unrelated entries.
Grouping
Grouping allows you to organize data in the grid like a pivot table, making it easier to sort and analyze by a specific column. To group, drag and drop the column name into the “Drag a column header here” box at the top left of the grid.
Example: If you want to see all payments organized by Iinsurance Ccompany, drag the Insurance column into the grouping area. The grid will then group all payments under each insurer, helping you quickly review totals or identify trends.
To group by multiple columns, drag the column titles into the “Drag a column header here” section in the order you’d like to group your data. For example, if you want to group payments first by Iinsurance Ccompany and then by Ppayment Aamount, drag the Insurance column first and the Payment Amount column second. The grid will then organize payments under each insurer and further break them down by payment type, making it easier to analyze patterns or trends.
Reset grid
If you’d like to remove any custom filtering, grouping, sorting, or column reordering in the grid, simply select the Reset Grid button. This restores the grid to its original layout and also makes it easier to see when new filters have been applied. For example, ifIf you previously filtered the Insurance column to show only one payer and sorted the Date column from oldest to newest, clicking Reset Grid will clear both actions, displaying all payers again and returning the date column to its default order.
Favorites
Favorites are tied to the tab on which they are created. Once saved, the Favorite will always open with the associated status tab. Selecting that Favorite later will automatically take you to its corresponding tab and apply the saved view.
Create a favorite
Creating Favorites allows you to save personalized views of your grid so you can quickly return to layouts you use most often. This is especially helpful when you regularly work with specific filters, column arrangements, or groupings and don’t want to recreate those settings every time.
To create a Favorite view:
- Reorder columns, group columns, add or remove columns, and apply any filters you need until the grid looks the way you want.
- Select the Favorites icon.
- Enter a title for the Favorite and select Save.
Once you’ve saved a Favorite, it appears below, showing the Favorite Name, the tab it was created for, and a trash can icon that allows you to delete the Favorite when it is no longer needed.
Set a favorite as your default view
Within the Favorites settings, you can choose an existing Favorite to set as the Default for the screen. When a Favorite is set as the default, it automatically loads as your initial view whenever you navigate to the screen, saving you time from manually applying filters or rearrangements.
Example: If you often review pending insurance payments, you can set a Favorite with that filter as your default. Then, every time you open the Claims screen, it will automatically display only pending payments, grouped or sorted exactly as you configured in the Favorite.
Click the Favorites icon, then select an existing Favorite from the dropdown menu to set it as your default view. Once set, this Favorite will automatically load as your initial view whenever you navigate to the screen.
Global search
The global search is located inside the grid, making it more integrated with your current workflow. This means that any filters applied to a column, whether through manual searches or by using a Favorite, will now apply consistently to that same column across all tabs on the screen. This ensures that your filtered view remains uniform, saving time and reducing the need to reapply filters when switching between tabs.
Example: If you filter the Insurance column to show only Aetna payments on one tab, that same filter will automatically apply to the Insurance column on all other tabs. As a result, you can review relevant data across multiple tabs without having to set the filter again for each individual tab.
Exporting Grid Data
PDF export
Click the PDF icon to export the data currently displayed in the grid to PDF format. The exported PDF will reflect any customizations you’ve applied to the grid, including column reordering, added or removed columns, and filters.
If the grid contains grouped data, click the chevron icon on the right side of the PDF icon, check the Export by Group box, and select Download. This ensures that each group appears on its own page in the PDF export, making it easier to review and present grouped information without mixing rows from different categories. For example, if your grid is grouped by insurance payer, each payer’s data will start on a separate page in the exported PDF
If the grid contains more than 10 columns, first decide which 10 columns you want to include in the export, then click Export. Limiting the export to 10 columns helps ensure the PDF remains readable and well-formatted, preventing data from being cut off or squeezed onto the page. For example, you might choose to export Patient Name, Payment Date, Insurance, Payment Amount, and other key columns while leaving out less critical fields.
CSV export
Click the CSV icon to export the data currently displayed in the grid to CSV format. This export will include all visible rows and columns, reflecting any filters, sorting, or customizations you’ve applied. CSV exports are ideal for further analysis in spreadsheet programs, such as Excel, or for importing data into other systems for reporting or processing.