Enable Enhanced Reports at User Level

Help Guide for NextGen® Enterprise PM 8

Configuration Options for Enhanced Reports

When an enhanced report is selected from the Reports menu in NextGen® Enterprise PM, the Configuration Options window opens. The window has a different look-and-feel from the Report Filter window that opens for non-enhanced reports. Though the windows look different, their functionality is basically the same. The various Configuration Options available for the selected report are listed on the left side of the window. By default, the Columns configuration is displayed when the window first opens. From any Configuration Option listed on the left, the following buttons are available at the bottom of the window: Save Report Options: Select the button to memorize, or save, the current configuration options for the report. Refresh Report: Select the button to generate the report using the current configuration options. Close: Select the button to close the current configuration options window. Configure Columns for an Enhanced Report Configure Filter1 for an Enhanced Report Configure Filter

Help Guide for NextGen® Enterprise PM 8

Enable Enhanced Reporting

Enhanced Reporting is enabled for select reports in NextGen® Enterprise PM from Practice Preferences > Reports. Access Practice Preferences. In the Preference List on the left, select Reports. To enable enhanced reporting, select the Use enhanced reporting with paging. In the Maximum records to display on screen field, select the maximum number of data records to display on the screen per page when an enhanced report is generated. The default value is 25. In the Enhanced Report Selection field, select or deselect the desired reports individually, or right-click and choose Select All or Deselect All from the menu. Note: If Use enhanced reporting with paging is selected, then this field is required. If no reports are selected, the following prompts displays when the OK button is selected: No enhanced report was selected. Please select at least one enhanced report. To save changes and close the window, select OK. Enhanced Reporting Indicators Parent topic: Enhanced Reports in NextGen Ente

Help Guide for NextGen® Enterprise PM 8

Enable Enhanced Reports at User Level

In NextGen® Enterprise PM, select Admin> Preferences> User Preferences> General. The User Preferences window opens. On the General tab, clear Use Enhanced Report Selection as set in Practice Preferences preference. By default, the Use Enhanced Report Selection as set in Practice Preferences preference is selected. It lists all the reports that are present in practice preference for the first time. If the user preference Use Enhanced Report Selection as set in Practice Preferences is selected, the reports display as per the selection made in the Use Enhanced Report Selection field of Practice preferences window. If the user preference Use Enhanced Report Selection as set in Practice Preferences is not selected, the reports that you select in the User Preferences window opens in Enhanced Report mode. Select the desired reports from the list of reports and select OK. If you clear the user preference Use Enhanced Report Selection as set in Practice Preferences and save, the reports display

Help Guide for NextGen® Enterprise PM 8

Enable Enhanced Reporting

Enhanced Reporting is enabled for select reports in NextGen® Enterprise PM from Practice Preferences > Reports. Access Practice Preferences. In the Preference List on the left, select Reports. To enable enhanced reporting, select the Use enhanced reporting with paging. In the Maximum records to display on screen field, select the maximum number of data records to display on the screen per page when an enhanced report is generated. The default value is 25. In the Enhanced Report Selection field, select or deselect the desired reports individually, or right-click and choose Select All or Deselect All from the menu. Note: If Use enhanced reporting with paging is selected, then this field is required. If no reports are selected, the following prompts displays when the OK button is selected: No enhanced report was selected. Please select at least one enhanced report. To save changes and close the window, select OK. Enhanced Reporting Indicators Parent topic: Enhanced Reports in NextGen Ente

Help Guide for NextGen® Enterprise PM 8

Configuration Options for Enhanced Reports

When an enhanced report is selected from the Reports menu in NextGen® Enterprise PM, the Configuration Options window opens. The window has a different look-and-feel from the Report Filter window that opens for non-enhanced reports. Though the windows look different, their functionality is basically the same. The various Configuration Options available for the selected report are listed on the left side of the window. By default, the Columns configuration is displayed when the window first opens. From any Configuration Option listed on the left, the following buttons are available at the bottom of the window: Save Report Options: Select the button to memorize, or save, the current configuration options for the report. Refresh Report: Select the button to generate the report using the current configuration options. Close: Select the button to close the current configuration options window. Configure Columns for an Enhanced Report Configure Filter1 for an Enhanced Report Configure Filter

Help Guide for NextGen® Enterprise PM 8

Set up Advisor Preferences

The Advisor user preferences enable you to make settings that have an impact on the display of the Advisor window in NextGen® Enterprise PM. Access NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the Advisor tab. To automatically display the Advisor window after logging in toNextGen® Enterprise PM, select the Show upon logon check box. To automatically display the Advisor window after changing practices in NextGen® Enterprise PM, select the Show after practice change check box. In the list on the left, select the check boxes for sections to display on the left side of the Advisor window. In the list on the right, select the check boxes for sections to display on the right side of the Advisor window. To change the order that sections display on either sides of the Advisor window, select a section name in the list, and then select or buttons to move the section name. To save changes and close the window, select O

Enable Enhanced Reports at User Level

Recommendations

Configuration Options for Enhanced Reports

Enable Enhanced Reporting

Enable Enhanced Reports at User Level

Enable Enhanced Reporting

Configuration Options for Enhanced Reports

Set up Advisor Preferences

Configuration Options for Enhanced Reports

Enable Enhanced Reporting

Enable Enhanced Reports at User Level

Enable Enhanced Reporting

Configuration Options for Enhanced Reports

Set up Advisor Preferences