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Memorize a System Generated Report
In the following example, the
Batch Listing
report is used to explain the process of memorizing a report.
Note:
Memorizing a report only saves the parameters of the report, not the actual data.
From the main toolbar select the
Posting
button.
The
Batch Listing
window opens.
Select the
Open Menu
icon and select
Print
and then select
Batch Listing
.
The
Batch Listing
report generates and displays.
Select the
Report Filter
toolbar button.
The
Report Filter: Batch Listing
window appears.
Select on the applicable tabs and set the report filter criteria.
This functionality works the same as the other reports in the application.
Select
OK
.
The report regenerates based on the filter criteria.
Select the
Memorize Report
toolbar button.
The
Memorize Report
window opens.
Create and enter a name for the report in the
Save As
field.
Select the drop-down arrow in the
Report Type
field and then select the applicable type of report.
In the
Allowed to Run
field, select the user allowed to run this report.
You can specify from a list of users who can modify this report in the
Allowed to Modify
field.
Any user allowed to save this report should be selected in the
Allowed to Save
field.
Select
OK
.
The report criteria are now memorized, or saved, for future use.
Memorize a System Generated Report
Help Guide for NextGen® Enterprise PM 8
Before You Can Memorize a System Generated Report
The following conditions must be met before you can memorize a system generated report: The format for a system generated report can only be memorized after the process has been run and the report is displayed on the window. The format for a system generated report that has been memorized can be changed using the report filter, but the Save button must be selected; selecting the OK button does not save changes to the memorized report. A system generated report of only one type can be memorized at a time for each practice. After the format for a system level report is memorized, that format is used anytime that system level report is generated. To stop using a memorized system generated report, it must be deleted from the Memorized Reports. Parent topic: Memorizing System Generated Reports
Help Guide for NextGen® Enterprise PM 8
Memorize a System Generated Report
In the following example, the Batch Listing report is used to explain the process of memorizing a report. Note: Memorizing a report only saves the parameters of the report, not the actual data. From the main toolbar select the Posting button. The Batch Listing window opens. Select the Open Menu icon and select Print and then select Batch Listing. The Batch Listing report generates and displays. Select the Report Filter toolbar button. The Report Filter: Batch Listing window appears. Select on the applicable tabs and set the report filter criteria. This functionality works the same as the other reports in the application. Select OK. The report regenerates based on the filter criteria. Select the Memorize Report toolbar button. The Memorize Report window opens. Create and enter a name for the report in the Save As field. Select the drop-down arrow in the Report Type field and then select the applicable type of report. In the Allowed to Run field, select the user allowed to run this repor
Help Guide for NextGen® Enterprise PM 8
Memorizing System Generated Reports
On any report that displays after a process runs, such as the Batch Listing report or the Claim Production Status report, you can memorize the format of the report (if you have the security for Memorized System Level Reports). For system generated reports, you must first complete the process that generates the report. After the report displays on the window, you can: Use the report filter to change the format of the report. Have the system memorize the report. The next time the same process runs, the application uses the memorized report to display the report in the format you saved. You can use the Memorizing Reports function on the following list of system generated reports: Claim Production Status ERA Import Posting Batch Listing Bad Debt Statement Run Statement Late Fee SIM Global Update Wait List Address Change Before You Can Memorize a System Generated Report Memorize a System Generated Report Parent topic: NextGen Enterprise PM Reports
NextGen® Document Management User Guide,
Memorize the Report Parameters
Memorizing a report saves only the parameters of the report, not the actual data. You can memorize NextGen® Document Management report filter criteria. In this procedure, the Batch Listing report is used to explain the process of memorizing a report. Note: Open NextGen® Enterprise PM. On the toolbar, select Posting. The window opens. In Batch Posting, select the open menu button. Select Print, and then select Batch Listing. The Batch Listing report generates. On the toolbar, select Report Filter. In Report Filter: Batch Listing, select the applicable tabs, set the report filter criteria, and then select OK. This functionality works the same as the other reports in the application. The report regenerates based on the filter criteria. On the toolbar, select Memorize Report. The Memorize Report window opens. In Save As, enter the report name, and then select the applicable type of report. In Allowed to Run, select the user allowed to run this report. Select a user to run the report, modif
Help Guide for NextGen® Enterprise PM 8
Memorizing System Generated Reports
On any report that displays after a process runs, such as the Batch Listing report or the Claim Production Status report, you can memorize the format of the report (if you have the security for Memorized System Level Reports). For system generated reports, you must first complete the process that generates the report. After the report displays on the window, you can: Use the report filter to change the format of the report. Have the system memorize the report. The next time the same process runs, the application uses the memorized report to display the report in the format you saved. You can use the Memorizing Reports function on the following list of system generated reports: Claim Production Status ERA Import Posting Batch Listing Bad Debt Statement Run Statement Late Fee SIM Global Update Wait List Address Change Before You Can Memorize a System Generated Report Memorize a System Generated Report Parent topic: NextGen Enterprise PM Reports
Help Guide for NextGen® Enterprise PM 8
Memorize a Report
Access NextGen® Enterprise PM or File Maintenance and then select a report to memorize. The Report Filter window opens. From the Settings List, select the desired columns, filters, and sorting for the report. Do one of the following: To generate the report before memorizing it, select OK. The report displays on screen. From the report toolbar, select Memorize Report To memorize the report without generating it, select Save. The Memorize Report window opens. In the Save As field, enter a name for the memorized report. This field is required. In the Report Type field, select a report type category to save the memorized report in. This field is required. Note: Report Types are created in File Maintenance for each practice. Set up user access to the memorized report: In the Allowed to Run field, select users or security groups who can run the memorized report. Leave blank if all users can run the report. In the Allowed to Modify field, select users or security groups who can make modificat
