Changing the Level of Detail for Report Totals

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

File Maintenance Help for NextGen® Enterprise 8

Drilling Down to Show Report Details

If the information is not combined on some reports, you can "drill-down" to look at the detailed record. As you move the mouse cursor over a record on the report, the cursor changes to a "drill-down" cursor. Double-click the record to look at the data source. For example, if you double-click on an encounter-based item on the report, the encounter record opens. If you make any changes to the record, select Refresh on the report toolbar to update the report with the modified information. Parent topic: Working with the Report Display

File Maintenance Help for NextGen® Enterprise 8

Set Up Report Options

You can modify report options to change how numbers display and how the report prints. You can also save the changes in a memorized report. If you change the report options and then memorize the report, the changes save with the report. Do one of the following: From the report display, select Report Options on the Report toolbar. From the report display, right-click and then select Options. From the Report Filter window, select Options. The Report Options window opens. Set your settings for the report. For more information on settings, see the Report Option Descriptions section. To save changes and close the window, select OK. Report Option Descriptions Parent topic: Working with the Report Display

Help Guide for NextGen® Enterprise PM 8

Changing the Level of Detail for Report Totals

You can specify whether the report shows details or only the total amounts. When details display, the individual records are listed above each total. When only the totals display, the individual records are removed so that only the totals display. You can set the options from the report display or from the Report Filter window. From the report display, right-click and select either Show Details or Totals Only. The option with a checkmark indicates how the report currently appears. From the Report Filter window, on the Settings List section, select Totals and then select the Total lines only check box to see only the totals, or clear the check box to see all the details. Note: You can make other changes in the Totals filter that determine how totals are calculated. Parent topic: Drilling Down to Show Report Details

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

File Maintenance Help for NextGen® Enterprise 8

Report Totals

Reports can include column totals in the form of sums, averages, or counts. The Totals filter option is located in the Report Filter window Settings List. Use the following table to help you set your report Totals filter. Report Heading Description Column Contains the heading names for the report columns. Note: If you select a column for totals, make sure it is also selected on the Columns filer so it displays on the report. Sum/ Average/ Count Determines the totals you want to include in your report. A indicates the information selected. You can select only one option for each column name. Sum: Total of all the numbers in the column added together. Average: Average of the column (the sum divided by the number of records in the column). Count: Total number of records in the column. Note: When n/a displays for an item, you cannot select the indicated total option. For example, n/a would display for dates because you cannot sum or average dates. Total Adds the sums from all columns to de

Changing the Level of Detail for Report Totals

Recommendations

Setting Report Columns and Filters

Drilling Down to Show Report Details

Set Up Report Options

Changing the Level of Detail for Report Totals

Working with the Report Display

Report Totals

Setting Report Columns and Filters

Drilling Down to Show Report Details

Set Up Report Options

Changing the Level of Detail for Report Totals

Working with the Report Display

Report Totals