Adjusting Report Columns

File Maintenance Help for NextGen® Enterprise 8

Sorting and Grouping Report Data

From the Sorting option in the Report Filter window Settings List, you can sort and group the rows in a report to determine the order that report information appears. The list position indicates the sorting priority. The arrows move the columns names up or down the list. The report sorts the items higher in the list first. For example, if a report has the columns Prac Name column is first in the list and Loc Name column is second, the report sorts according to the practice name and then by location name. For more information on the different columns, see Sort Report Data section. Note: Sort order does not affect column order in the report. You set column order in the Columns filter options, see Select Report Columns. Sort Report Data Parent topic: Setting Report Columns and Filters

File Maintenance Help for NextGen® Enterprise 8

Select Report Columns

The Columns filter in the Report Filter displays a list of the available column names. You can select which columns to display on the report and their order. In the Report Filter, select Columns. Select the check boxes next to the desired column names and deselect any columns you do not wish to include. To change a column's position on the report, select the column name to highlight it, and then select the appropriate arrow to move the name up or down in the list. The columns in the list print from left to right, so moving a name up in the list shifts it further to the left of the report and moving it down shifts it closer to the right. Parent topic: Setting Report Columns and Filters

File Maintenance Help for NextGen® Enterprise 8

Setting Report Columns and Filters

Reports have columns and filters that you can use to customize the data and format. The filter criteria available to you depend on the report you are creating. Once you've set your report filters, you can memorize it (see Memorizing Reports) so the report is readily available at any time. You can modify reports by: Adding and removing columns. Selecting different sorting and grouping orders. Selecting new ways of totaling the columns. Modifying the criteria used for each report that you generate, such as specific date ranges for a particular rendering physician. Some common elements display in the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Columns, Filter 1, Filter 2, and Sorting. If a filter option is not available, then it does not apply to the report. Open Report Filter In Report Filter, you can set your report criteria, such as date ranges and statuses. Select Report Columns Find Report Columns Rename Repo

Help Guide for NextGen® Enterprise PM 8

Adjusting Report Columns

Adjusting the columns can improve the appearance of reports and make room for additional information. To manually adjust a column's width, select the column marker () to the right of the column, and then drag it to the right to widen or to the left to narrow the column. To automatically adjust all column widths, select the Autosize Columns button on the report toolbar. Parent topic: Working with Reports On-Screen

File Maintenance Help for NextGen® Enterprise 8

Working with the Report Display

When you initially run a report, the report displays the data for viewing purposes only; the display is not an accurate preview of how the report will print. The display enables you to: View the actual report data. Manipulate the data's source by drilling down see, Drilling Down to Show Report Details. Adjust the report column sizes. You can also use the Page Up and Page Down keys on your keyboard to view the previous and next pages. To view the report, select Preview Report on the Report toolbar. Adjusting Report Columns Set Up Report Options Drilling Down to Show Report Details Changing the Level of Detail for Report Totals Adjust Report Headers and Footers Setting Report Columns and Filters Parent topic: Reports in File Maintenance

Help Guide for NextGen® Enterprise PM 8

Rearrange Report Columns

You can rearrange the columns on a report, so they appear in the order you want. Access the Report Filter > Columns Settings List. Select the row for the desired Column Name. To move the column up or down, do one of the following: Select the single blue arrow ( or ) button to move the selected row above or below the next row. Select the double blue arrow ( or ) button to move the selected row to the top or the bottom of the list. Note: The order the selected columns appear in the Columns list on the Report Filter window, top to bottom, is how they appear on the report, left to right. Parent topic: Setting Report Columns and Filters

Adjusting Report Columns

Recommendations

Sorting and Grouping Report Data

Select Report Columns

Setting Report Columns and Filters

Adjusting Report Columns

Working with the Report Display

Rearrange Report Columns

Sorting and Grouping Report Data

Select Report Columns

Setting Report Columns and Filters

Adjusting Report Columns

Working with the Report Display

Rearrange Report Columns