Enhanced Report Toolbar Buttons

The following table describes each button available on the enhanced report toolbar in NextGen® Enterprise PM.

Button	Description
	Print Report: Select to print the report. The Print window appears. Select the desired printer, page range, and number of copies. Then select the OK button.
	Print Preview: Select to view a print preview of the report in Microsoft Excel (.xlsx) format.
	Memorize Report: Select to memorize and save the current report configuration for future use. The Memorize Report window appears. Enter a name and select a report type for the memorized report, and then select OK. Memorized reports are accessed from the Reports button on the main toolbar, or from the Reports menu in NextGen® Enterprise PM. Note: When you open a memorized report that was created using the older version of enhanced report, a warning message displays “This memorized report is not compatible with the new Enhanced report version. Would you like to open the base report so that you can specify your report settings?”. Note: Memorizing a report does not save the report data, only the configuration. For more information, see Memorizing Reports.
	Report Filter: Select to display or close the Configurations Options list on the left side of the report window. For more information, see Configuration Options for Enhanced Reports.
	Search: Select to search for specific text on the report. A search pane opens at the top of the report window. In the Search field, enter the desired text. All matching records are highlighted in yellow on the report. Use the Next and Previous buttons to move between matching records. The current record is highlighted in orange.
	Refresh Report: Select to refresh the report. The report regenerates to reflect any changes made to the filter configurations and report data is updated.
	Export to Excel: Select to export the report in Microsoft Excel (.xlsx) format. The Export File Location window appears. Select the Browse button to select the desired file directory for the exported report. Then select the Export button.
	Export to CSV: Select to export the report in Microsoft Excel (.csv) format. The Export File Location window appears. Select the Browse button to select the desired file directory for the exported report. Then select the Export button.
	Export to HTML: Select to export the report in HTML (.html) format. The Export File Location window appears. Select the Browse button to select the desired file directory for the exported report. Then select the Export button.
	Export to ASCII: Select to export the report in ASCII (.txt) format. The Export File Location window appears. Select the Browse button to select the desired file directory for the exported report. Then select the Export button.
	Export to PDF: Select to export the report in Adobe Acrobat PDF format. The Export File Location window appears. Select the Browse button to select the desired file directory for the exported report. Then select the Export button. Note: The Export to PDF option is available for the following reports. Claim Production Status Estimated Patient Cost Eligibility Referral Reconciliation Eligibility Verification status report Eligibility Verification benefit report Eligibility Referral
	Export to My List: Select to save all patients listed on the report to the My Lists tab within the NextGen Care Population Management Hub. The Save as My List window appears. Add the patient data from the report in NextGen® Enterprise PM to a new list or an existing list in the hub for future access as a cohort.
	Tasks: Select to create a task for all data sources listed on the report. The Add Tasks from Report window appears. Select the Task Type, Assigned To, and other task parameters as needed. Then select the OK button.
	Report Snapshot: Select to save a 'snapshot' of the report. A snapshot saves an exact image of the report for future reference, including the current configuration/format and the report data. Enter a name for the report snapshot and then select the OK button. Report snapshots are accessed from the Reports menu in NextGen® Enterprise PM. For more information, see Saving a Report Snapshot for Future Reference.
	Print Form Templates: Select to print a form template for all data sources listed on the report. The Print Forms window appears. Select the desired form template, printer and number of copies. Then select the Print button. Note: To print form templates from a report, there can be no Group By columns on the report. If Group By columns exist, the following prompt displays: To use this feature you must run the report with no group by columns. Return to the Sorting configuration, then clear Group By option on all columns, and then select the Refresh Report button. Note: This button is not available in enhanced reports. It is disabled in the report server.
	Print Label Templates: Select to print a label template for all data sources listed on the report. The Print Labels window appears. Select the desired label template, printer and number of copies. Then select the Print button. Note: To print label templates from a report, there can be no Group By columns on the report. If Group By columns exist, the following prompt displays: To use this feature you must run the report with no group by columns. Return to the Sorting configuration, then clear Group By option on all columns, and then select the Refresh Report button. Note: This button is not available in enhanced reports. It is disabled in the report server.
	Print Letters: Select to print a letter for all data sources listed on the report. The Batch Letters window appears. Select the desired letter, then right-click and select Print or Export. Note: To print letters from a report, there can be no Group By columns on the report. If Group By columns exist, the following prompt displays: To use this feature you must run the report with no group by columns. Return to the Sorting configuration, then deselect the Group By check box on all columns, and then select the Refresh Report button. Note: This button is not available in enhanced reports. It is disabled in the report server.
	Close Report: Select to close the report.
	First Page: Select to view the first page of the report.
	Previous Page: Select to view the previous page of the report.
	Next Page: Select to view the next page of the report.
	Last Page: Select to view the last page of the report.

The following table describes each button available on the enhanced report toolbar in NextGen® Enterprise PM.

Button	Description
	Print Report: Select to print the report. The Print window appears. Select the desired printer, page range, and number of copies. Then select the OK button.
	Print Preview: Select to view a print preview of the report in Microsoft Excel (.xlsx) format.
	Memorize Report: Select to memorize and save the current report configuration for future use. The Memorize Report window appears. Enter a name and select a report type for the memorized report, and then select OK. Memorized reports are accessed from the Reports button on the main toolbar, or from the Reports menu in NextGen® Enterprise PM. Note: When you open a memorized report that was created using the older version of enhanced report, a warning message displays “This memorized report is not compatible with the new Enhanced report version. Would you like to open the base report so that you can specify your report settings?”. Note: Memorizing a report does not save the report data, only the configuration. For more information, see Memorizing Reports.
	Report Filter: Select to display or close the Configurations Options list on the left side of the report window. For more information, see Configuration Options for Enhanced Reports.
	Search: Select to search for specific text on the report. A search pane opens at the top of the report window. In the Search field, enter the desired text. All matching records are highlighted in yellow on the report. Use the Next and Previous buttons to move between matching records. The current record is highlighted in orange.
	Refresh Report: Select to refresh the report. The report regenerates to reflect any changes made to the filter configurations and report data is updated.
	Export to Excel: Select to export the report in Microsoft Excel (.xlsx) format. The Export File Location window appears. Select the Browse button to select the desired file directory for the exported report. Then select the Export button.
	Export to CSV: Select to export the report in Microsoft Excel (.csv) format. The Export File Location window appears. Select the Browse button to select the desired file directory for the exported report. Then select the Export button.
	Export to HTML: Select to export the report in HTML (.html) format. The Export File Location window appears. Select the Browse button to select the desired file directory for the exported report. Then select the Export button.
	Export to ASCII: Select to export the report in ASCII (.txt) format. The Export File Location window appears. Select the Browse button to select the desired file directory for the exported report. Then select the Export button.
	Export to PDF: Select to export the report in Adobe Acrobat PDF format. The Export File Location window appears. Select the Browse button to select the desired file directory for the exported report. Then select the Export button. Note: The Export to PDF option is available for the following reports. Claim Production Status Estimated Patient Cost Eligibility Referral Reconciliation Eligibility Verification status report Eligibility Verification benefit report Eligibility Referral
	Export to My List: Select to save all patients listed on the report to the My Lists tab within the NextGen Care Population Management Hub. The Save as My List window appears. Add the patient data from the report in NextGen® Enterprise PM to a new list or an existing list in the hub for future access as a cohort.
	Tasks: Select to create a task for all data sources listed on the report. The Add Tasks from Report window appears. Select the Task Type, Assigned To, and other task parameters as needed. Then select the OK button.
	Report Snapshot: Select to save a 'snapshot' of the report. A snapshot saves an exact image of the report for future reference, including the current configuration/format and the report data. Enter a name for the report snapshot and then select the OK button. Report snapshots are accessed from the Reports menu in NextGen® Enterprise PM. For more information, see Saving a Report Snapshot for Future Reference.
	Print Form Templates: Select to print a form template for all data sources listed on the report. The Print Forms window appears. Select the desired form template, printer and number of copies. Then select the Print button. Note: To print form templates from a report, there can be no Group By columns on the report. If Group By columns exist, the following prompt displays: To use this feature you must run the report with no group by columns. Return to the Sorting configuration, then clear Group By option on all columns, and then select the Refresh Report button. Note: This button is not available in enhanced reports. It is disabled in the report server.
	Print Label Templates: Select to print a label template for all data sources listed on the report. The Print Labels window appears. Select the desired label template, printer and number of copies. Then select the Print button. Note: To print label templates from a report, there can be no Group By columns on the report. If Group By columns exist, the following prompt displays: To use this feature you must run the report with no group by columns. Return to the Sorting configuration, then clear Group By option on all columns, and then select the Refresh Report button. Note: This button is not available in enhanced reports. It is disabled in the report server.
	Print Letters: Select to print a letter for all data sources listed on the report. The Batch Letters window appears. Select the desired letter, then right-click and select Print or Export. Note: To print letters from a report, there can be no Group By columns on the report. If Group By columns exist, the following prompt displays: To use this feature you must run the report with no group by columns. Return to the Sorting configuration, then deselect the Group By check box on all columns, and then select the Refresh Report button. Note: This button is not available in enhanced reports. It is disabled in the report server.
	Close Report: Select to close the report.
	First Page: Select to view the first page of the report.
	Previous Page: Select to view the previous page of the report.
	Next Page: Select to view the next page of the report.
	Last Page: Select to view the last page of the report.

Enhanced Report Toolbar Buttons

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