Create a Report Snapshot
Generate the report you want to preserve and then select the
Snapshot
button on the report's toolbar.
The
Save Snapshot
window opens.
Enter a name for the snapshot in the
Save As
field.
Select
OK
.
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Help Guide for NextGen® Enterprise PM 8
Locate and View an Existing Report Snapshot
On the NextGen® Enterprise PM main menu, select Reports > Snapshots. The Report Snapshots window opens. Enter the search criteria that you want to use to locate the report snapshot that you want to view. You can enter one or more of the following criteria: Description- Enter a description of the snapshot in the Description field. Report Title- Select the title of the report for which the snapshot was created from the Report Title drop-down list. Enhanced Report- It indicates if the report is enhanced or legacy. Created By- Select the name of the user who created the snapshot you want to access in the Created By drop-down list. Snapshot creation date range- Enter dates in the Create Dt From and the Create Dt To fields to indicate the time frame when the snapshot was created. Select Find. The search results display in the Report Snapshots list. Double-click on the report snapshot you want to view. The report snapshot opens. You can view but cannot edit the report snapshot. Note: When you
Help Guide for NextGen® Enterprise PM 8
Report Snapshots in Population Management Hub
Reports can be created in NextGen® Enterprise PM using specific filters and qualifying criteria to identify a specific patient population, and then saved as a report snapshot. These report snapshots can be accessed in NextGen® Enterprise EHR from the Population Management Hub > Cohorts tab and used to generate a patient list for outreach purposes, such as sending messages via NextGen Care® Outreach or NextGen® PxP Portal. For more information on report snapshots in NextGen Care® Population Management Hub, go to the NextGen Healthcare Success Community and download the Population Management Hub User Guide for NextGen® Enterprise. Parent topic: Saving Report Snapshots
Help Guide for NextGen® Enterprise PM 8
Saving Report Snapshots
You can save a "snapshot" of a report that you have generated. A snapshot: Is a saved copy of the exact report currently displayed. Differs from a memorized report in that a memorized report retains merely the filter and column settings of a report. Preserves the exact data that the system generated for that instance of the report. As its name suggests, a snapshot is basically a photograph of a report. Like a photograph, you can view a snapshot of a report, but you cannot alter it in any way. It exists for historical reference purposes only. The application saves the report snapshots that users create. You can access and view the available report snapshots at any time. For information on locating and viewing existing report snapshots, see Locate and View an Existing Report Snapshot. Create a Report Snapshot Locate and View an Existing Report Snapshot Report Snapshots in Population Management Hub Parent topic: NextGen Enterprise PM Reports
NextGen® Enterprise EHR Help
Retrieve a Report Saved as a Snapshot
From the Main menu, select File > Reports > Snapshots. The Report Snapshots window opens. Report Snapshots Select the report from the Report Title list or enter the name of the report in the Description field and select Find. The report snapshot displays. To search for a saved report snapshot, use any of the following filters: Description, Created By, Create Dt: From, and Create Dt: To. After selecting the filters, select Find to begin the search. Select the appropriate report snapshot from the search results. The Report Snapshot opens. From the Report Toolbar you can select certain functions to work with the report, such as Export. Note: You cannot change the report snapshot data. It is read only. You also cannot save a Report Snapshot as a memorized report. Parent topic: Saving and Working with Reports
NextGen® Enterprise EHR Help
Save Report Data as a Report Snapshot
The Report Snapshot function allows you to save the data for a specific report and retrieve it for future use, as needed. Unlike memorized reports, which save the filters and the most current data, a Report Snapshot retains the report data when you generated it. You cannot change the data. You can use these types of reports for tracking and clinical reference. Report Snapshots save the report data not the report filters. Memorized reports save the filters you have selected, but not the report data. Note: Before you can use report snapshots, make sure that have configured Access Rights in NextGen System Administrator > Rights > Reports > Snapshot. From the Main menu, select File > Reports > Enterprise / Practice. Select data and generate the appropriate report. Save the report data by selecting the Save As Snapshot button on the Reports Toolbar. The Save Snapshot window opens. Save Snapshot Enter the name of the report in the Save As field. Note: Create a name that describes the report.
NextGen® Enterprise EHR Help
Saving and Working with Reports
Once you have selected your report data and other options, you can save and generate your report. This section describes how to: Save a report Working with a generated report Work with a saved or a memorized report Copy a saved or memorized report Save report data as a report snapshot Retrieve a report saved as a snapshot Save a Report Working with a Generated Report Work with a Saved or Memorized Report Copy a Saved or Memorized Report Save Report Data as a Report Snapshot Retrieve a Report Saved as a Snapshot Parent topic: Create and Use Custom Reports Related concepts Working with a Generated Report Related tasks Save a Report Work with a Saved or Memorized Report Copy a Saved or Memorized Report Save Report Data as a Report Snapshot Retrieve a Report Saved as a Snapshot
