Rearrange Report Columns

Help Guide for NextGen® Enterprise PM 8

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. 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

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

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

Help Guide for NextGen® Enterprise PM 8

Configure Sorting for an Enhanced Report

The Sorting configuration allows you to use columns to sort and group the data on a report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Sorting. The Sorting window appears. Note: The Sorting options (columns) available for selection are different on each report. Modify the Sorting options as needed for the report. Select a column, and then select one of the following check boxes for the column: Ascending: To sort numerical data from lowest to highest, and alphabetical data from A to Z. Descending: To sort numerical data from highest to lowest, and alphabetical data from Z to A. To group data on the report by a selected column, select the Group By check box. To arrange the selected columns in the desired sort order, for example primary sort, secondary sort, etc, highlight a column and then select the blue up and down arrow buttons to move the position of the column. When finished, do one of the following:

Rearrange Report Columns

Recommendations

Modify Column Names

Select Report Columns

Setting Report Columns and Filters

Configure Columns for an Enhanced Report

Rename Report Columns

Configure Sorting for an Enhanced Report

Modify Column Names

Select Report Columns

Setting Report Columns and Filters

Configure Columns for an Enhanced Report

Rename Report Columns

Configure Sorting for an Enhanced Report