Changing the Level of Detail for Report Totals

Help Guide for NextGen® Enterprise PM 8

Drilling Down to Show Report Details

If the information is not combined on some reports, you can "drill-down" to look at the detailed record. As you move the mouse cursor over a record on the report, the cursor changes to a "drill-down" cursor. Double-click the record to look at the data source. For example, if you double-click on an encounter-based item on the report, the encounter record opens. If you make any changes to the record, select Refresh on the report toolbar to update the report with the modified information. Changing the Level of Detail for Report Totals Parent topic: Working with Reports On-Screen Parent topic: Working with the Report Display

Help Guide for NextGen® Enterprise PM 8

Set Up Report Options

You can modify report options to change how numbers display and how the report prints. You can also save the changes in a memorized report. If you change the report options and then memorize the report, the changes save with the report. Do one of the following: From the report display, select Report Options on the Report toolbar. From the report display, right-click and then select Options. From the Report Filter window, select Options. The Report Options window opens. Set your settings for the report. For more information on settings, see the Report Option Descriptions section. To save changes and close the window, select OK. Report Option Descriptions Parent topic: Working with Reports On-Screen Parent topic: Working with the Report Display

Help Guide for NextGen® Enterprise PM 8

Setting Report Columns and Filters

Reports have columns and filters that you can use to customize the data and format. The filter criteria available to you depend on the report you are creating. Once you've set your report filters, you can memorize it so the report is readily available at any time. You can modify 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 particular rendering physician. Some common elements display in the Report Filter window for each report. For example, all filters have similar filter options in the Settings List such as Columns, Filter 1, Filter 2, and Sorting. If a filter option is not available, then it does not apply to the report. Open Report Filter In Report Filter, you can set your report criteria, such as date ranges and statuses. Select Report Columns Find Report Columns Rename Report Columns Filtering Repo

Help Guide for NextGen® Enterprise PM 8

Changing the Level of Detail for Report Totals

You can specify whether the report shows details or only the total amounts. When details display, the individual records are listed above each total. When only the totals display, the individual records are removed so that only the totals display. You can set the options from the report display or from the Report Filter window. From the report display, right-click and select either Show Details or Totals Only. The option with a checkmark indicates how the report currently appears. From the Report Filter window, on the Settings List section, select Totals and then select the Total lines only check box to see only the totals, or clear the check box to see all the details. Note: You can make other changes in the Totals filter that determine how totals are calculated. Parent topic: Drilling Down to Show Report Details

File Maintenance Help for NextGen® Enterprise

Changing the Level of Detail for Report Totals

You can specify whether the report shows details or only the total amounts. When details display, the individual records are listed above each total. When only the totals display, the individual records are removed so that only the totals display. You can set the options from the report display or from the Report Filter window. From the report display, right-click and select either Show Details or Totals Only. The option with a checkmark indicates how the report currently appears. From the Report Filter window, on the Settings List section, select Totals and then select the Total lines only check box to see only the totals, or clear the check box to see all the details. Note: You can make other changes in the Totals filter that determine how totals are calculated. Parent topic: Working with the Report Display

File Maintenance Help for NextGen® Enterprise 8

Changing the Level of Detail for Report Totals

You can specify whether the report shows details or only the total amounts. When details display, the individual records are listed above each total. When only the totals display, the individual records are removed so that only the totals display. You can set the options from the report display or from the Report Filter window. From the report display, right-click and select either Show Details or Totals Only. The option with a checkmark indicates how the report currently appears. From the Report Filter window, on the Settings List section, select Totals and then select the Total lines only check box to see only the totals, or clear the check box to see all the details. Note: You can make other changes in the Totals filter that determine how totals are calculated. Parent topic: Working with the Report Display

Changing the Level of Detail for Report Totals

Recommendations

Drilling Down to Show Report Details

Set Up Report Options

Setting Report Columns and Filters

Changing the Level of Detail for Report Totals

Changing the Level of Detail for Report Totals

Changing the Level of Detail for Report Totals

Changing the Level of Detail for Report Totals

Drilling Down to Show Report Details

Set Up Report Options

Setting Report Columns and Filters

Changing the Level of Detail for Report Totals

Changing the Level of Detail for Report Totals

Changing the Level of Detail for Report Totals