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 modifications from the Report Filter window at the time they run the memorized report. Leave blank if all users can modify the report.
In the Allowed to Save field, select users or security groups who can save the modifications they made to the report and overwrite the original memorized report. Leave blank if all users can save modifications made to the report.
