Report Toolbar

Help Guide for NextGen® Enterprise PM 8

Display Information about a Report

You can display useful information about a report prior to generating the report in NextGen® Enterprise PM. The information displayed for each report includes the following: Logic Filtering Info Common Uses Balances to the Following Reports Access NextGen® Enterprise PM. From the Reports menu, select the desired report. The NextGen Report Filter window appears. Select the Info button. The Report Information window appears. To close the window, select Close. Reports with Info Button Parent topic: NextGen Enterprise PM Reports

Help Guide for NextGen® Enterprise PM 8

Preview and Print Reports

When a report is generated and it displays on screen, you can either print the report or you can preview the report to see how it will look when you print it. To print a report from the report display, do the following: From the report toolbar, select Print Report . Note: If you want to print specific pages instead of the entire report, select Preview Report . The report prints to your default printer. To preview a report from the report display, do the following: From the report toolbar, select Preview Report . The Print Preview window opens. If a message displays indicating the report does not fit on the page, select Yes to return to the report display, and then remove and resize columns as necessary. If you select No to return to the report, the report shows as much as possible, but some data is cut off. If several columns are cut off, then you should evaluate what information needs to be shown on the report. Previewing a Report Print a Report from the Preview Window Cancel a Report

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

Report Toolbar for Enhanced Reports

After an enhanced report generates and appears on screen, a report toolbar displays across the top of the report window. The toolbar buttons can be used to perform a variety of actions and functions when working with an enhanced report in NextGen® Enterprise PM. Enhanced Report Toolbar Buttons Parent topic: Enhanced Reports in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Enhanced Reporting Indicators

From the Reports menu in NextGen® Enterprise PM, an asterisk (*) at the end of a report name indicates Enhanced Reporting has been enabled for the report. In addition, when an enhanced report is selected from the menu, the title bar at the top of the desktop in NextGen® Enterprise PM indicates Enhanced Report Mode. The banner displays as: Practice Name- [Report Name- Enhanced Report Mode]. Parent topic: Enable Enhanced Reporting

Help Guide for NextGen® Enterprise PM 8

Task Details Report

The Task Details report enables you to view information associated with each task, including status. To access the report in NextGen® Enterprise PM, select the Reports menu and select Tasks and then select Task Details. Task Details Report Columns Parent topic: Task Reports

Report Toolbar

Recommendations

Display Information about a Report

Preview and Print Reports

Display Report Definitions

Report Toolbar for Enhanced Reports

Enhanced Reporting Indicators

Task Details Report

Display Information about a Report

Preview and Print Reports

Display Report Definitions

Report Toolbar for Enhanced Reports

Enhanced Reporting Indicators

Task Details Report