Configure Additional Filters for an Enhanced Report

Help Guide for NextGen® Enterprise PM 8

Configure Filter2 for an Enhanced Report

The Filter 2 configuration allows you to use columns as additional filter criteria for narrowing down the data on a report. Data must match all the defined criteria to appear on the report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Filter 2. The Filter 2 window appears. Note: The Filter 2 options (columns) available for selection are different on each report. Modify the Filter 2 options as needed for the report. Select a column, then select one of the following for the column, and then enter the specific free-text criteria for the column. For example, Zip equals 19044. Between Equals Not Equals Greater Than Less Than Like When finished, do one of the following: To configure additional filters for the report, select the desired Configuration Options on the left. To generate the report, select the Refresh Report button. Parent topic: Configuration Options for Enhanced Reports

Help Guide for NextGen® Enterprise PM 8

Configure Filter1 for an Enhanced Report

The Filter 1 configuration allows you to use additional filter criteria, such as dates, for narrowing down the data on a report. Data must match all the defined criteria to appear on the report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Filter 1. The Filter 1 window appears. Note: The Filter 1 options available for selection are different on each report. Modify the Filter 1 options as needed for the report. When finished, do one of the following: To configure additional filters for the report, select the desired Configuration Options on the left. To generate the report, select the Refresh Report button. Parent topic: Configuration Options for Enhanced Reports

Help Guide for NextGen® Enterprise PM 8

Configure Columns for an Enhanced Report

The Columns configuration allows you to select the desired columns and display order for data on a report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Columns. The Columns window appears. Note: The columns available for selection are different on each report. Modify the Columns as needed for the report. To add or remove columns, do the following: Select the check box to the left of the Column Name to select or deselect the desired columns individually. Right-click in the Column Name column and choose Select All or Deselect All from the menu. To locate a specific column in the list, enter all or part of the Column Name or Description in the Find field at the top of the window. The first column matching the entered text is automatically highlighted. Select Enter or select the right arrow button to locate the next column matching the entered text. To arrange the selected columns in the desired display order

Help Guide for NextGen® Enterprise PM 8

Configure Sorting for an Enhanced Report

The Sorting configuration allows you to use columns to sort and group the data on a report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Sorting. The Sorting window appears. Note: The Sorting options (columns) available for selection are different on each report. Modify the Sorting options as needed for the report. Select a column, and then select one of the following check boxes for the column: Ascending: To sort numerical data from lowest to highest, and alphabetical data from A to Z. Descending: To sort numerical data from highest to lowest, and alphabetical data from Z to A. To group data on the report by a selected column, select the Group By check box. To arrange the selected columns in the desired sort order, for example primary sort, secondary sort, etc, highlight a column and then select the blue up and down arrow buttons to move the position of the column. When finished, do one of the following:

Help Guide for NextGen® Enterprise PM 8

Configure Totals for an Enhanced Report

The Totals configuration allows you to use columns to sum, average, count and total the data on a report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Totals. The Totals window appears. Note: The Totals options (columns) available for selection are different on each report. Modify the Totals options as needed for the report. Select a column, and then select one of the following check boxes for the column: Sum Average Count Totals The sum, average, count or total prints at the bottom of the column on the sub-total line for each grouping throughout the report, and on the grand total line at the end of the report. Note: The check boxes are disabled for columns that cannot be summed, averaged, counted or totaled. Modify the Report Total Caption, if needed. The caption prints in front of the grand total at the end of the report. The default value is TOTAL. Modify the Sub Total Prefix, if needed. The caption pr

Help Guide for NextGen® Enterprise PM 8

Configure Header and Footer for an Enhanced Report

The Header/Footer configuration enables you to format the header, footer, and last page addendum for a report. Open the Configuration Options list for or the desired enhanced report, and then select Header/Footer. In the Configuration Options list on the left, select Header/Footer. The Header/Footer window opens. Note: The Header/Footer options available for selection are the same on all reports. Modify the Header, Footer, and Addendum options as needed for the report. Do one of the following: To further customize the report, select the desired filter from theConfiguration Optionslist. To generate the report using the current configuration options, selectRefresh Report. To memorize or save the current configuration options for the report, selectSave Report Options. To close the configuration options window, selectClose. Parent topic: Configuration Options for Enhanced Reports

Configure Additional Filters for an Enhanced Report

Recommendations

Configure Filter2 for an Enhanced Report

Configure Filter1 for an Enhanced Report

Configure Columns for an Enhanced Report

Configure Sorting for an Enhanced Report

Configure Totals for an Enhanced Report

Configure Header and Footer for an Enhanced Report

Configure Additional Filters for an Enhanced Report

Configure Filter2 for an Enhanced Report

Configure Filter1 for an Enhanced Report

Configure Columns for an Enhanced Report

Configure Sorting for an Enhanced Report

Configure Totals for an Enhanced Report

Configure Header and Footer for an Enhanced Report