Setting Report Columns and Filters

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

Help Guide for NextGen® Enterprise PM 8

Setting Report Columns and Filters

All reports have columns and filters that you can use to customize the report data and format. You can modify the 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 rendering provider. Because each report generates different information, the filter criteria available to you depends on the report you are creating. After you have modified a report filter to fit your needs, you can memorize it so you can run the report at another time. To open the Report Filter window, do one of the following: Select a report from the Reports menu. If a report is already open, select the Report Filter toolbar button. Right-click on an open report, and then select Filter. Some common elements display on the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Col

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

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

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

Help Guide for NextGen® Enterprise PM 8

Alerts Report Columns

The following columns are available on the Alerts report: Column Description Data Populates From Name Patient Name Patient Chart or Account Profile Src Type Source Type Displays either Chart or Account Subject Alert Subject Chart Alert > Alert field Account Alert window > Alert field Description Alert Description Chart Alert > Alert Entry field Account Alert > Alert Entry field Exp Date Alert Expiration Date Chart Alert > Expiration Date field Account Alert > Expiration Date field Delete Ind Delete Indicator Displays one of the following: Y: Alert is hidden N: Alert is not hidden Crt Dt Create Date Chart Alert > Created > Date field Account Alert > Created > Date field Created By Created By Chart Alert > Created > By field Account Alert > Created > Byfield Mod Dt Last Modified Date Chart Alert > Modified > Date field Account Alert > Modified > Date field Modified By Last Modified By Chart Alert > Modified > By field Account Alert > Modified > By field Filter 1 Use parameters to filter

Setting Report Columns and Filters

Recommendations

Memorizing Reports

Setting Report Columns and Filters

Report Totals

Filtering Report Data

Select Report Columns

Alerts Report Columns

Memorizing Reports

Setting Report Columns and Filters

Report Totals

Filtering Report Data

Select Report Columns

Alerts Report Columns