Adjusting Report Columns

File Maintenance Help for NextGen® Enterprise 8

Adjusting Report Columns

Adjusting the columns can improve the appearance of reports and make room for additional information. To manually adjust a column's width select the column's right diamond and drag it to the right to widen or drag it to the left to narrow the column. To automatically adjust all column widths, select Autosize on the Report toolbar. To add a column, select the column from the Report Filter window Columns filter option. For more information, see Selecting Report Columns. To remove a column do one of the following: In the report display, select the column's right diamond and drag to the left until it touches the left diamond. Remove the column on the Report Filter window Columns filter option. For more information, see Selecting Report Columns. Parent topic: Working with the Report Display

Help Guide for NextGen® Enterprise PM 8

Working with Reports On-Screen

When you initially run a report, it displays the data. This is not a Print Preview; it is not an accurate representation of how the report looks when you print it. To see the report in a print preview, select the Preview Report button on the report toolbar. It does, however, give you a chance to: View the actual data of the report. Manipulate the data using the "drill-down" functionality. Set the report's column sizes. You can also use the Page Up and Page Down keys on your keyboard to look through the report on-screen. For more information, see Previewing a Report. Adjusting Report Columns Set Up Report Options Drilling Down to Show Report Details Parent topic: NextGen Enterprise PM Reports

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

Rearrange Report Columns

You can rearrange the columns on a report, so they appear in the order you want. Access the Report Filter > Columns Settings List. Select the row for the desired Column Name. To move the column up or down, do one of the following: Select the single blue arrow ( or ) button to move the selected row above or below the next row. Select the double blue arrow ( or ) button to move the selected row to the top or the bottom of the list. Note: The order the selected columns appear in the Columns list on the Report Filter window, top to bottom, is how they appear on the report, left to right. Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Customize Matching Records columns

Action Description Auto Size Colums Select a column header, then right-click and select Auto Size Column, or select any column header, then right-click and select Auto Size All Columns. Rearrange Columns Select the header of a column to be moved, then drag the column to the left or right to drop the column in the desired position. Add/ Remove Colums Right-click any column header, then select on a description in the list to select (add) or deselect (remove) the column. Parent topic: Matching Records for Patient or People Lookup

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

Adjusting Report Columns

Recommendations

Adjusting Report Columns

Working with Reports On-Screen

Select Report Columns

Rearrange Report Columns

Customize Matching Records columns

Modify Column Names

Adjusting Report Columns

Working with Reports On-Screen

Select Report Columns

Rearrange Report Columns

Customize Matching Records columns

Modify Column Names