Run a Memorized Report

Help Guide for NextGen® Enterprise PM 8

Memorized Report Information

Field Description Description Name in which you save the report while memorizing. Report Title Title of the report which was memorized. Enhanced Report It indicates if the report is saved in enhanced or legacy mode. Created By Name of the user who created the memorized report. Created Date and time when the report was memorized. Version The NextGen Enterprise PM version in which the memorized report was created. Last Run On Date and time when the memorized report was opened. Last Run By Name of the user who opened the Memorized report. Parent topic: Memorizing Reports

Help Guide for NextGen® Enterprise PM 8

Copy Memorized Reports

Before you begin To copy a memorized report, you must have minimum one saved report and two Report Type in the Memorized Reports window. The reports can be in the enhanced or legacy version. Open NextGen® Enterprise PM. Select Reports, and then select Memorized. The Memorized Reports window opens. In Report Type, select the type of report type from the list. Reports matching the selected Report Type appear in the grid. Select the report to copy. Right-click the report, and then select Copy > This Report. Note: To copy all the reports of the selected report type, you can select Copy > All Report in This Type. The Copy Report window for the selected memorized report opens . Select the Report Type, and then select OK. A message appears for your confirmation to copy the selected report type. Select Yes. The report copies the memorized report to the selected report type. Parent topic: Memorizing Reports

Help Guide for NextGen® Enterprise PM 8

Delete a Memorized Report

When you delete a memorized report, you are not actually deleting that report; you are deleting the customized, memorized format. The original default formats restore after you delete the memorized version. Select the Reports toolbar button. The Memorized Reports window opens. Select the drop-down arrow in the Report Type field. Select the applicable report type category that the report was saved under. Select on the report name from the list that you want to delete. Right-click and select Delete. A confirmation message appears. Select OK. To close the Memorized Reports window, select Close. Parent topic: Memorizing 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

Help Guide for NextGen® Enterprise PM 8

Run a Saved Report in File Maintenance

After saving, or memorizing, a report, you can run it whenever necessary. Note: If you memorized a report in a previous version of the application, a message warns you that the original report type might have been changed. It is recommended that you delete old reports and use the new version's report templates to set them up again. To run a saved report: From the Reports menu, select Memorized Reports. The Memorized Reports window displays the list of saved reports. Any memorized NextGen® Enterprise PM reports are also included in the list. Under Report Type, select the kind of report you want to run. In the list of reports, right-click on the report, and then select Open. The filters for the report opens. Run the report as it was memorized or modify the filter to fit your current needs. Parent topic: Memorizing Reports

Help Guide for NextGen® Enterprise PM 8

Run a Memorized Report

After a report is memorized, you can run it whenever needed if you have the appropriate security rights. Note: When you run a report that was memorized in a previous version of the application, a message might display alerting you that the original "base report" has changed in the new version of the application. For example, new columns may have been added to the Daily Charges report. You may want to review your current memorized report columns and filters to determine whether they should be modified based on changes to the base report in the new version. Do one of the following: Do one of the following: From the main toolbar, select the Reports button. From the Reports menu, select Memorized. The Memorized Reports window opens. In the Report Type field, select the category that you saved the memorized report. A list of memorized reports displays. From the list, select a memorized report and then do one of the following: Double-click to open the report. Right-click and select Open. The

Run a Memorized Report

Recommendations

Memorized Report Information

Copy Memorized Reports

Delete a Memorized Report

Memorize a Report

Run a Saved Report in File Maintenance

Run a Memorized Report

Run a Memorized Report

Memorized Report Information

Copy Memorized Reports

Delete a Memorized Report

Memorize a Report

Run a Saved Report in File Maintenance

Run a Memorized Report