Saving Report Snapshots

Help Guide for NextGen® Enterprise PM 8

Locate and View an Existing Report Snapshot

On the NextGen® Enterprise PM main menu, select Reports > Snapshots. The Report Snapshots window opens. Enter the search criteria that you want to use to locate the report snapshot that you want to view. You can enter one or more of the following criteria: Description- Enter a description of the snapshot in the Description field. Report Title- Select the title of the report for which the snapshot was created from the Report Title drop-down list. Enhanced Report- It indicates if the report is enhanced or legacy. Created By- Select the name of the user who created the snapshot you want to access in the Created By drop-down list. Snapshot creation date range- Enter dates in the Create Dt From and the Create Dt To fields to indicate the time frame when the snapshot was created. Select Find. The search results display in the Report Snapshots list. Double-click on the report snapshot you want to view. The report snapshot opens. You can view but cannot edit the report snapshot. Note: When you

Help Guide for NextGen® Enterprise PM 8

Saving Report Snapshots

You can save a "snapshot" of a report that you have generated. A snapshot: Is a saved copy of the exact report currently displayed. Differs from a memorized report in that a memorized report retains merely the filter and column settings of a report. Preserves the exact data that the system generated for that instance of the report. As its name suggests, a snapshot is basically a photograph of a report. Like a photograph, you can view a snapshot of a report, but you cannot alter it in any way. It exists for historical reference purposes only. The application saves the report snapshots that users create. You can access and view the available report snapshots at any time. Create a Report Snapshot Locate and View an Existing Report Snapshot Report Snapshots in Population Management Hub Parent topic: NextGen Enterprise PM Reports

NextGen® Enterprise EHR Help

Save Report Data as a Report Snapshot

The Report Snapshot function allows you to save the data for a specific report and retrieve it for future use, as needed. Unlike memorized reports, which save the filters and the most current data, a Report Snapshot retains the report data when you generated it. You cannot change the data. You can use these types of reports for tracking and clinical reference. Report Snapshots save the report data not the report filters. Memorized reports save the filters you have selected, but not the report data. Note: Before you can use report snapshots, make sure that have configured Access Rights in NextGen System Administrator > Rights > Reports > Snapshot. From the Main menu, select File > Reports > Enterprise / Practice. Select data and generate the appropriate report. Save the report data by selecting the Save As Snapshot button on the Reports Toolbar. The Save Snapshot window opens. Save Snapshot Enter the name of the report in the Save As field. Note: Create a name that describes the report.

NextGen® Enterprise EHR Help

Save Report Data as a Report Snapshot

The Report Snapshot function allows you to save the data for a specific report and retrieve it for future use, as needed. Unlike memorized reports, which save the filters and the most current data, a Report Snapshot retains the report data when you generated it. You cannot change the data. You can use these types of reports for tracking and clinical reference. Report Snapshots save the report data not the report filters. Memorized reports save the filters you have selected, but not the report data. Note: Before you can use report snapshots, make sure that have configured Access Rights in NextGen System Administrator > Rights > Reports > Snapshot. From the Main menu, select File > Reports > Enterprise / Practice. Select data and generate the appropriate report. Save the report data by selecting the Save As Snapshot button on the Reports Toolbar. The Save Snapshot window opens. Save Snapshot Enter the name of the report in the Save As field. Note: Create a name that describes the report.

NextGen® Enterprise EHR Help

Saving and Working with Reports

Once you have selected your report data and other options, you can save and generate your report. This section describes how to: Save a report Working with a generated report Work with a saved or a memorized report Copy a saved or memorized report Save report data as a report snapshot Retrieve a report saved as a snapshot Save a Report Working with a Generated Report Work with a Saved or Memorized Report Copy a Saved or Memorized Report Save Report Data as a Report Snapshot Retrieve a Report Saved as a Snapshot Parent topic: Create and Use Custom Reports Related concepts Working with a Generated Report Related tasks Save a Report Work with a Saved or Memorized Report Copy a Saved or Memorized Report Save Report Data as a Report Snapshot Retrieve a Report Saved as a Snapshot

NextGen® Enterprise EHR Help

Retrieve a Report Saved as a Snapshot

From the Main menu, select File > Reports > Snapshots. The Report Snapshots window opens. Report Snapshots Select the report from the Report Title list or enter the name of the report in the Description field and select Find. The report snapshot displays. To search for a saved report snapshot, use any of the following filters: Description, Created By, Create Dt: From, and Create Dt: To. After selecting the filters, select Find to begin the search. Select the appropriate report snapshot from the search results. The Report Snapshot opens. From the Report Toolbar you can select certain functions to work with the report, such as Export. Note: You cannot change the report snapshot data. It is read only. You also cannot save a Report Snapshot as a memorized report. Parent topic: Saving and Working with Reports

Saving Report Snapshots

Recommendations

Locate and View an Existing Report Snapshot

Saving Report Snapshots

Save Report Data as a Report Snapshot

Save Report Data as a Report Snapshot

Saving and Working with Reports

Retrieve a Report Saved as a Snapshot

Saving Report Snapshots

Locate and View an Existing Report Snapshot

Saving Report Snapshots

Save Report Data as a Report Snapshot

Save Report Data as a Report Snapshot

Saving and Working with Reports

Retrieve a Report Saved as a Snapshot