Find Report Columns

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

Rename Report Columns

You can change the report column names so they are more meaningful to other report users. In the Report Filter window Columns filter option, right-click a name, and then select Rename Column. The column name is highlighted. Delete the name, and then enter a new name. You can also revert a column name to its original name by: In the Report Filter window Columns filter option, right-click the name, and then select Reset Column Name. Parent topic: Setting Report Columns and Filters

File Maintenance Help for NextGen® Enterprise 8

Open Report Filter

Do one of the following: In NextGen® Enterprise PM select a report from the Reports menu. Right-click on an open report, and select Filter. The NextGen Report Filter window for the selected report opens. Parent topic: Setting Report Columns and Filters

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

Filtering Report Data

The Filter options enable you to set your report criteria, such as date ranges and statuses. The settings determine which data appears in the columns of your reports. The filter options that display depend on the filter data applicable to the report. Each filter you use creates a limitation of the data that is 'allowed' to display on the report. If you use parameters from Filter 1 and then use parameters from another filter option, such as Filter 2, only the data that matches the parameters for both Filter 1 and 2 display on the report. The more parameters and filters you use, the more specific and limited the data is on your report. Filter 1 Filter 2 Set Additional Filters Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Modify Column Names

You can modify the column names on a report, so they appear with customized descriptions. Access the Report Filter > Columns Settings List. Select the row for the desired Column Name. Right-click and select Rename Column. The selected column name is now editable. Enter the desired name for the column over the existing text. Note: Changes to the column positions and names are not saved to the base report. These changes can only be saved if the report is memorized. Parent topic: Setting Report Columns and Filters

Find Report Columns

Recommendations

Select Report Columns

Rename Report Columns

Open Report Filter

Sorting and Grouping Report Data

Filtering Report Data

Modify Column Names

Select Report Columns

Rename Report Columns

Open Report Filter

Sorting and Grouping Report Data

Filtering Report Data

Modify Column Names