Rename 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

Find Report Columns

To search for a column name, select Find. The Find window opens. Enter a search term and then select Find. If there is a match, it is selected in the list. You can select Find Next to locate another instance of your search term. 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

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

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

Rename Report Columns

Recommendations

Select Report Columns

Find Report Columns

Open Report Filter

Filtering Report Data

Modify Column Names

Setting Report Columns and Filters

Rename Report Columns

Select Report Columns

Find Report Columns

Open Report Filter

Filtering Report Data

Modify Column Names

Setting Report Columns and Filters