Preview and Print Reports

Help Guide for NextGen® Enterprise PM 8

Working with Reports On-Screen

When you initially run a report, it displays the data. This is not a Print Preview; it is not an accurate representation of how the report looks when you print it. To see the report in a print preview, select the Preview Report button on the report toolbar. It does, however, give you a chance to: View the actual data of the report. Manipulate the data using the "drill-down" functionality. Set the report's column sizes. You can also use the Page Up and Page Down keys on your keyboard to look through the report on-screen. For more information, see Previewing a Report. Adjusting Report Columns Set Up Report Options Drilling Down to Show Report Details Parent topic: NextGen Enterprise PM Reports

Help Guide for NextGen® Enterprise PM 8

Display Report Definitions

You can include report definitions, such as column and filter selections, on the printed output for a report in NextGen® Enterprise PM. This enables you to refer to the report definitions if you need to recreate a previously printed report. Note: Report filter definitions are also included on reports that are exported to Excel. Access the Report Filter window. Select Head/Foot. The Customize Report Header/Footer window opens. In the Miscellaneous Options section, select the Report Filter Definition check box. To save changes and close the window, select OK. From the Settings List, select columns, filters, and sorting for the report and then select OK. The report generates and appears on screen. From the report toolbar, select Print Preview . The Preview [Report Name] window opens. To view the report filter definition, scroll to the last page of the report. The FILTERS appear at the end of the report. To print the report with the filter definitions, do one of the following from the Prev

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

Printing Reports

When a report is generated and displays on your screen, you can print a report from either from the Preview [Report Name] window or selecting Print Report from the report toolbar. Printing from the Preview [Report Name] window enables you to select a printer, a page range, and the number of copies to be printed. If you want to print specific pages instead of the entire report, you need to select the Preview Report . Printing from Print Report on the report toolbar prints directly to your default printer. To successfully print a report from the Preview [Report Name] window, the report must finish processing the data before you close the window. If you close the report before it is finished processing, the window closes without printing the report. Print a Report from the Preview Window Parent topic: Previewing a Report

Help Guide for NextGen® Enterprise PM 8

Print a Report from the Preview Window

You can print a report from the Preview [Report Name] window. Printing from a preview enables you to select a printer, a page range, and the number of copies to be printed. Note: To successfully print a report from the Preview [Report Name] window, the report must finish processing the report data before you can close the window. If you do not wait for the processing to finish and select X on the upper right corner of the window to close it, it closes without printing the report. Select Print . The Print window opens so you can change print settings, such as the specific printer, page range, and number of copies, before you print. Your default printer is specified in your printer settings. If you want to send the report to a printer other than your default printer, choose it from the available printer listing. Select Print and the report prints according to the Print window settings. To print the report without changing the page setup, do as follows: Select Quick Print . Use this butto

File Maintenance Help for NextGen® Enterprise 8

Print a Report from the Preview Window

If you need to make changes to the page setup before printing your report, select Page Setup . The Page Setup window opens. Make your selections and then select OK to return to the report. Select Print . The Print window opens. Note: You can change print settings, such as the specific printer, page range, and number of copies, before you print. Your default printer is specified in your printer settings. If you want to send the report to a printer other than your default printer, choose it from the available printer listing. To print, select OK. If you do not need to make changes to page setup or printer settings, select Quick Print to bypass the steps above. The report prints to your default printer. Parent topic: Printing Reports

Preview and Print Reports

Recommendations

Working with Reports On-Screen

Display Report Definitions

Setting Report Columns and Filters

Printing Reports

Print a Report from the Preview Window

Print a Report from the Preview Window

Working with Reports On-Screen

Display Report Definitions

Setting Report Columns and Filters

Printing Reports

Print a Report from the Preview Window

Print a Report from the Preview Window