Filtering Report Data

File Maintenance Help for NextGen® Enterprise 8

Filtering Report Data

The Filter options enable you to set your report criteria, such as date ranges and statuses. The settings determine which data appears in the columns of your reports. The filter options that display depend on the filter data applicable to the report. Each filter you use creates a limitation of the data that is 'allowed' to display on the report. If you use parameters from Filter 1 and then use parameters from another filter option, such as Filter 2, only the data that matches the parameters for both Filter 1 and 2 display on the report. The more parameters and filters you use, the more specific and limited the data is on your report. Filter 1 Filter 2 Set Additional Filters Parent topic: Setting Report Columns and Filters

File Maintenance Help for NextGen® Enterprise

Filtering Report Data

The Filter options enable you to set your report criteria, such as date ranges and statuses. The settings determine which data appears in the columns of your reports. The filter options that display depend on the filter data applicable to the report. Each filter you use creates a limitation of the data that is 'allowed' to display on the report. If you use parameters from Filter 1 and then use parameters from another filter option, such as Filter 2, only the data that matches the parameters for both Filter 1 and 2 display on the report. The more parameters and filters you use, the more specific and limited the data is on your report. Filter 1 Filter 2 Set Additional Filters Parent topic: Setting Report Columns and Filters

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

Filter 1

The Filter 1 option in the Settings List contains most of the filter dates and statuses that you can base your report on. Filter 1 criteria creates a data "superset" on which Filter 2 criteria is then run against. Parent topic: Filtering Report Data

Help Guide for NextGen® Enterprise PM 8

Filter 2

The Filter 2 filter criteria works similarly to the Filter 1 criteria by applying conditions to the report information. Filter 2 also works in conjunction with Filter 1 by applying conditions to the data superset established by the Filter 1 criteria. While Filter 1 creates a superset of all available data, Filter 2 further defines the results of Filter 1 to determine which data is ultimately reported. Parent topic: Filtering Report Data

Help Guide for NextGen® Enterprise PM 8

Configure Filter1 for an Enhanced Report

The Filter 1 configuration allows you to use additional filter criteria, such as dates, for narrowing down the data on a report. Data must match all the defined criteria to appear on the report. Access the Configuration Options window for the desired enhanced report. In the Configuration Options list on the left, select Filter 1. The Filter 1 window appears. Note: The Filter 1 options available for selection are different on each report. Modify the Filter 1 options as needed for the report. When finished, do one of the following: To configure additional filters for the report, select the desired Configuration Options on the left. To generate the report, select the Refresh Report button. Parent topic: Configuration Options for Enhanced Reports

Filtering Report Data

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Filtering Report Data

Filtering Report Data

Setting Report Columns and Filters

Filter 1

Filter 2

Configure Filter1 for an Enhanced Report

Filtering Report Data

Filtering Report Data

Filtering Report Data

Setting Report Columns and Filters

Filter 1

Filter 2

Configure Filter1 for an Enhanced Report