Run a Saved Report in File Maintenance

File Maintenance Help for NextGen® Enterprise

Memorize a Report

Access NextGen® Enterprise PM or File Maintenance and then select a report to memorize. The Report Filter window opens. From the Settings List, select the desired columns, filters, and sorting for the report. Do one of the following: To generate the report before memorizing it, select OK. The report displays on screen. From the report toolbar, select Memorize Report To memorize the report without generating it, select Save. The Memorize Report window opens. In the Save As field, enter a name for the memorized report. This field is required. In the Report Type field, select a report type category to save the memorized report in. This field is required. Note: Report Types are created in File Maintenance for each practice. Set up user access to the memorized report: In the Allowed to Run field, select users or security groups who can run the memorized report. Leave blank if all users can run the report. In the Allowed to Modify field, select users or security groups who can make modificat

File Maintenance Help for NextGen® Enterprise

Memorizing Reports

You can memorize reports in NextGen® Enterprise PM and File Maintenance, so they always generate data using your preferred settings and format. Memorizing a report prevents you from having to select the same columns, filters, sorting and grouping on the Report Filter window each time you generate a frequently used report. It is important to note that memorizing a report saves your selected settings and format, but not the actual data on the report. Before memorizing reports, you must first create report categories in the Report Types master file in File Maintenance. When you memorize a report, you are required to save it to a specific report type. Examples might include Front Office Reports, Back Office Reports and Management Reports. For more information on setting up Report Types, refer to the File Maintenance Master Files Guide for NextGen® Enterprise PM. After reports have been memorized in NextGen® Enterprise PM, you can access and run them from the Reports button on the main tool

File Maintenance Help for NextGen® Enterprise 8

Run a Saved Report in File Maintenance

After saving, or memorizing, a report, you can run it whenever necessary. Note: If you memorized a report in a previous version of the application, a message warns you that the original report type might have been changed. It is recommended that you delete old reports and use the new version's report templates to set them up again. To run a saved report: From the Reports menu, select Memorized Reports. The Memorized Reports window displays the list of saved reports. Any memorized NextGen® Enterprise PM reports are also included in the list. Under Report Type, select the kind of report you want to run. In the list of reports, right-click on the report, and then select Open. The filters for the report opens. Run the report as it was memorized or modify the filter to fit your current needs. Parent topic: Memorizing Reports

Help Guide for NextGen® Enterprise PM 8

Run a Saved Report in File Maintenance

After saving, or memorizing, a report, you can run it whenever necessary. Note: If you memorized a report in a previous version of the application, a message warns you that the original report type might have been changed. It is recommended that you delete old reports and use the new version's report templates to set them up again. To run a saved report: From the Reports menu, select Memorized Reports. The Memorized Reports window displays the list of saved reports. Any memorized NextGen® Enterprise PM reports are also included in the list. Under Report Type, select the kind of report you want to run. In the list of reports, right-click on the report, and then select Open. The filters for the report opens. Run the report as it was memorized or modify the filter to fit your current needs. Parent topic: Memorizing Reports

File Maintenance Help for NextGen® Enterprise 8

Memorizing Reports

You can memorize reports in NextGen® Enterprise PM and File Maintenance, so they always generate data using your preferred settings and format. Memorizing a report prevents you from having to select the same columns, filters, sorting and grouping on the Report Filter window each time you generate a frequently used report. It is important to note that memorizing a report saves your selected settings and format, but not the actual data on the report. Before memorizing reports, you must first create report categories in the Report Types master file in File Maintenance. When you memorize a report, you are required to save it to a specific report type. Examples might include Front Office Reports, Back Office Reports and Management Reports. For more information on setting up Report Types, refer to the File Maintenance Master Files Guide for NextGen® Enterprise PM. After reports have been memorized in NextGen® Enterprise PM, you can access and run them from the Reports button on the main tool

Help Guide for NextGen® Enterprise PM 8

Memorizing Reports

You can memorize reports in NextGen® Enterprise PM and File Maintenance, so they always generate data using your preferred settings and format. Memorizing a report prevents you from having to select the same columns, filters, sorting and grouping on the Report Filter window each time you generate a frequently used report. It is important to note that memorizing a report saves your selected settings and format, but not the actual data on the report. Before memorizing reports, you must first create report categories in the Report Types master file in File Maintenance. When you memorize a report, you are required to save it to a specific report type. Examples might include Front Office Reports, Back Office Reports and Management Reports. For more information on setting up Report Types, refer to the File Maintenance Master Files Guide for NextGen® Enterprise PM. After reports have been memorized in NextGen® Enterprise PM, you can access and run them from the Reports button on the main tool

Run a Saved Report in File Maintenance

Recommendations

Memorize a Report

Memorizing Reports

Run a Saved Report in File Maintenance

Run a Saved Report in File Maintenance

Memorizing Reports

Memorizing Reports

Memorize a Report

Memorizing Reports

Run a Saved Report in File Maintenance

Run a Saved Report in File Maintenance

Memorizing Reports

Memorizing Reports