Reports in File Maintenance

File Maintenance Help for NextGen® Enterprise 8

Memorizing Reports

You can memorize reports in NextGen® Enterprise PM and File Maintenance, so they always generate data using your preferred settings and format. Memorizing a report prevents you from having to select the same columns, filters, sorting and grouping on the Report Filter window each time you generate a frequently used report. It is important to note that memorizing a report saves your selected settings and format, but not the actual data on the report. Before memorizing reports, you must first create report categories in the Report Types master file in File Maintenance. When you memorize a report, you are required to save it to a specific report type. Examples might include Front Office Reports, Back Office Reports and Management Reports. For more information on setting up Report Types, refer to the File Maintenance Master Files Guide for NextGen® Enterprise PM. After reports have been memorized in NextGen® Enterprise PM, you can access and run them from the Reports button on the main tool

File Maintenance Help for NextGen® Enterprise 8

Generate a User Listing Report

The User Listing report lists all the users in each enterprise and practice combination and which security groups they are assigned to. On the Reports menu, select Users List. The Report Filter window displays the following filter options: Columns, Filter 2, Sorting, Totals, and Practices. The Filter 1 option is not available because it is not applicable to this report. For each filter option, select the filter settings to determine the information the report will contain. Select Options to set how numbers will display and the print orientation Select Head/Foot to change the report header and footer information . Select OK. The User Listing report opens. User Listing Report Columns Parent topic: Reports in File Maintenance

File Maintenance Help for NextGen® Enterprise 8

Generate and Print Reports from Open Lists

You can generate and print a report based on any open list. In many cases, the report is a list of each of the tables in the list. You cannot generate reports for the Form Templates and Label Templates master files. Some master files have an additional Report Filter window that enables you to select additional criteria to narrow the report results. The Report Filter window appears for the following: System master files: Allergies, Employers, Medications, Payers, Providers, Sliding Fee Schedule. Practice master files: Patient Statuses, Market Plans On an open List window, select the Open Menu , then select Print. A report opens. Adjust the report columns, if necessary. On the report toolbar, select the Print Report . Parent topic: Reports in File Maintenance

File Maintenance Help for NextGen® Enterprise 8

Generate a Group Listing Report

The Group Listing report lists all the user groups and permissions of each group from System Administrator. On the Reports menu, select Groups List. The Report Filter window displays the following filter options: Columns, Filter 2, Sorting, Totals, and Practices. To set the report criteria, select each filter option and select the filter settings. Select Options to set how numbers will display and the print orientation. Select Head/Foot to change the report header and footer information. Select OK. The Group Listing report opens. Group Listing Report Columns Parent topic: Reports in File Maintenance

Help Guide for NextGen® Enterprise PM 8

Memorize a Report

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 modificat

File Maintenance Help for NextGen® Enterprise 8

Memorize a Report

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 modificat

Reports in File Maintenance

Recommendations

Memorizing Reports

Generate a User Listing Report

Generate and Print Reports from Open Lists

Generate a Group Listing Report

Memorize a Report

Memorize a Report

Memorizing Reports

Generate a User Listing Report

Generate and Print Reports from Open Lists

Generate a Group Listing Report

Memorize a Report

Memorize a Report