Graph a Report
After generating a report, you can graph the report to see the report data in a graphical format.
Select the
Graph Report
button on the Report toolbar.
The report graph window opens.
In the
Select row for the graph
field, from the drop-down list, select one of the rows from your report to use as your X axis.
In the
Select column for the graph
field, from the drop-down list, select one of the columns from your report to use as your Y axis.
Select
Graph
.
A graph of the report appears.
At this point, you can do one of the following:you can select from the two toolbar buttons that display on the graph window:
Print
or
Exit
.
You can select
Print
or
Exit
.
You can right-click to display the Chart Formatting shortcut menu.
Formatting a Report Graph
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Help Guide for NextGen® Enterprise PM 8
Formatting a Report Graph
After you convert your report data into a graph, you can format the graph using the shortcut menu. Note: Each time you generate a report, the toolbar appears. That does not mean that you can create a graph for every report. Some reports are not compatible for graphing. The selections available on the Graph Formatting shortcut menu are: Menu Choice Description Chart Designer Using the Chart Designer, you can format everything from the source of chart (pie, bar, etc.) to the labels and pictures you want included. For more information on Chart Designer, see Using Chart Designer. Edit Chart Data Selecting Editing Chart Data displays the Edit Chart Data window so that you can edit the number totals that are affecting your graph. For more information on Edit Chart Data, see Editing Chart Data Wizard If you are not sure how to set up the graph, try using the Chart Wizard. The Chart Wizard leads you through, with examples, how to format the graph exactly as you like. For more information on Wi
Help Guide for NextGen® Enterprise PM 8
Use the Chart Wizard
The Chart Wizard is the same as using the Chart Designer with the major difference being that the Wizard leads you through the process. Right-click anywhere on the chart and select Chart Wizard. The Gallery window opens. A gallery of chart examples appears. You can select from two dimensional (2D) or three dimensional (3D). Select one of the images from the Gallery and then select Next. The Style window opens with samples of styles to choose. Select the style you like for your chart and then select Next. The Layout window opens. In the Layout window you can specify the following: In the Chart Title field, enter the title for your chart. In the Chart Footnote field, you can enter a chart footnote, if needed. In the Chart Legend field, from the drop-down list, you can select one of the following options: None Left Right Top Bottom In the Series Data along field, you can select either Rows or Cols (columns). Under the Series Data along label, select Next. The Axes window opens. In the Cat
Help Guide for NextGen® Enterprise PM 8
Using Chart Designer
After the report is in a graph, you can format the graph using the Chart Designer. To format a graph, right-click on the graph and select Chart Designer from the menu to access the Chart Configuration window. Selecting a Chart Type Designing the Backdrop for Charts Adding Pictures to Charts Parent topic: Formatting a Report Graph
NextGen® Enterprise EHR Help
Using the Reports Toolbar
Once you generate your report, you can use the Report Toolbar to perform various operations. Using the Report Toolbar, you can return to the Report Filter window, search for text on a report, open Report Options and Customize Report Header/Footer windows, as well as open a previously created and memorized (saved) report. You can access a patient's chart by double-clicking a patient's name displayed in the generated report. Parent topic: Working with a Generated Report Related reference Reports Toolbar Items
File Maintenance Help for NextGen® Enterprise 8
Exporting Reports
To take advantage of the additional features of other software applications, you can export reports to different file formats. For example, with the format in: Excel: You can manipulate the data and save it as a chart or graph. Microsoft® Excel is a popular option for graphing because you cannot save a graphed report in the report Chart Designer or Wizard. HTML: You can distribute report data so that any recipient with an Internet browser can open and review the data. An ASCII file: The report data imported into it contains the raw, unformatted data of the report. You can then import this raw data into numerous other applications for manipulation and formatting. Note: Some of the formatting can change after a report is exported to Excel or HTML. You might have to adjust the columns if they are too narrow in the exported file. Export Reports Log Files Parent topic: Reports in File Maintenance
NextGen® Enterprise EHR Help
Reports Toolbar Items
Icon Name Description Print Report Prints the displayed report. Preview Report Previews the displayed report. Memorize Report Save (memorize) the displayed report and filters. Report Filter Open the Report Filter. Report Options Open the Report Filter Options dialog. Footer/Header Customize report's Footer/Header. Autosize Columns Autosize report's columns. Search for Text Prompts the Find dialog. Assign Task Opens Create ToDo Task dialog. Refresh Refreshes the displayed report. Graph Report Currently unavailable. Export to Excel Exports the displayed report into Microsoft®Excel®. Export to HTML Exports the displayed report into HTML format. Export to ASCII Exports the displayed report into ASCII format. Export to My List Saves the list of patients displayed on the generated report to the database. This button only displays if the practice has a license to use Population Management and the report data includes the Patient ID and Person ID. Report Snapshot Saves the report data for the