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.
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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
File Maintenance Help for NextGen® Enterprise 8
Rename Report Columns
You can change the report column names so they are more meaningful to other report users. In the Report Filter window Columns filter option, right-click a name, and then select Rename Column. The column name is highlighted. Delete the name, and then enter a new name. You can also revert a column name to its original name by: In the Report Filter window Columns filter option, right-click the name, and then select Reset Column Name. Parent topic: Setting Report Columns and Filters
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
Setting Report Columns and Filters
All reports have columns and filters that you can use to customize the report data and format. You can modify the reports by: Adding and removing columns. Selecting different sorting and grouping orders. Selecting new ways of totaling the columns. Modifying the criteria used for each report that you generate, such as specific date ranges for a rendering provider. Because each report generates different information, the filter criteria available to you depends on the report you are creating. After you have modified a report filter to fit your needs, you can memorize it so you can run the report at another time. To open the Report Filter window, do one of the following: Select a report from the Reports menu. If a report is already open, select the Report Filter toolbar button. Right-click on an open report, and then select Filter. Some common elements display on the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Col
File Maintenance Help for NextGen® Enterprise 8
Find Report Columns
To search for a column name, select Find. The Find window opens. Enter a search term and then select Find. If there is a match, it is selected in the list. You can select Find Next to locate another instance of your search term. Parent topic: Setting Report Columns and Filters
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
