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Generate NextGen Document Management Reports
Generate NextGen Document Management Reports
Open
NextGen® Document Management
.
Select
Reports
, and then select the report that you want to generate.
The corresponding report filter window opens.
In the
Settings List
section, select the tabs, and then configure the columns, filters, sorting order, and any additional criteria for the report.
To configure how the report calculates totals, select
Totals
.
To customize the number display and print options for the report, select
Options
.
To customize the report header and footer, select
Head/Foot
.
To save the selected criteria, select
Save
.
Select
OK
.
The report is generated based on the selected criteria.
NextGen® Document Management User Guide,
Access NextGen® Document Management Reports from NextGen Enterprise PM
You can access NextGen® Document Management reports from NextGen® Enterprise PM. Note: NextGen® Document Management memorized reports are available in NextGen® Enterprise PM, but not available in NextGen® Document Management. Open NextGen® Enterprise PM. On the toolbar, select Reports, and then select Document Management. The list of available NextGen® Document Management reports opens. Select the report that you want to generate. Parent topic: Generating Reports
NextGen® Document Management Help,
Generate NextGen Document Management Reports
Open NextGen® Document Management. Select Reports, and then select the report that you want to generate.The corresponding report filter window opens. In the Settings List section, select the tabs, and then configure the columns, filters, sorting order, and any additional criteria for the report. To configure how the report calculates totals, select Totals. To customize the number display and print options for the report, select Options. To customize the report header and footer, select Head/Foot. To save the selected criteria, select Save. Select OK.The report is generated based on the selected criteria. Parent topic: Generating Reports
NextGen® Document Management Help,
Set Up Operation Rights for Generating Reports
You can configure which user groups can generate NextGen® Document Management reports from NextGen® Document Management and NextGen® Enterprise PM. Open System Administrator. Select a user group, and then select the Rights tab. In Master Files, select System, PM, or Document Management, and then select Practices. The Practices List window opens. In the Practices list, double-click a practice. The Modify Practice Information window opens. Select Preferences. The Practice Preferences window opens. In Preferences List, select Imaging. Expand OPERATIONS, and then expand Reports. Select Doc Mgmt, and then in the Access Rights section, select Yes. You can select No to deny the user group the ability to generate NextGen® Document Management reports. Select Save. Parent topic: Configuring NextGen Document Management Security
NextGen® Document Management User Guide,
Set Up Operation Rights for Generating Reports
You can configure which user groups can generate NextGen® Document Management reports from NextGen® Document Management and NextGen® Enterprise PM. Open System Administrator. Select a user group, and then select the Rights tab. In Master Files, select System, PM, or Document Management, and then select Practices. The Practices List window opens. In the Practices list, double-click a practice. The Modify Practice Information window opens. Select Preferences. The Practice Preferences window opens. In Preferences List, select Imaging. Expand OPERATIONS, and then expand Reports. Select Doc Mgmt, and then in the Access Rights section, select Yes. You can select No to deny the user group the ability to generate NextGen® Document Management reports. Select Save. Parent topic: Configuring NextGen Document Management Security
NextGen® Document Management Help,
Access NextGen® Document Management Reports from NextGen Enterprise PM
You can access NextGen® Document Management reports from NextGen® Enterprise PM. Note: NextGen® Document Management memorized reports are available in NextGen® Enterprise PM, but not available in NextGen® Document Management. Open NextGen® Enterprise PM. On the toolbar, select Reports, and then select Document Management.The list of available NextGen® Document Management reports opens. Select the report that you want to generate. Parent topic: Generating Reports
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
