Memorize the Report Parameters

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 User Guide

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 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

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

File Maintenance Help for NextGen® Enterprise 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

Memorizing Reports

You can memorize reports in NextGen® Enterprise PM and File Maintenance, so they always generate data using your preferred settings and format. Memorizing a report prevents you from having to select the same columns, filters, sorting and grouping on the Report Filter window each time you generate a frequently used report. It is important to note that memorizing a report saves your selected settings and format, but not the actual data on the report. Before memorizing reports, you must first create report categories in the Report Types master file in File Maintenance. When you memorize a report, you are required to save it to a specific report type. Examples might include Front Office Reports, Back Office Reports and Management Reports. For more information on setting up Report Types, refer to the File Maintenance Master Files Guide for NextGen® Enterprise PM. After reports have been memorized in NextGen® Enterprise PM, you can access and run them from the Reports button on the main tool

Memorize the Report Parameters

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Access NextGen® Document Management Reports from NextGen Enterprise PM

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Memorize the Report Parameters

Memorize a Report

Memorize a Report

Memorizing Reports

Memorize the Report Parameters

Access NextGen® Document Management Reports from NextGen Enterprise PM

Generate NextGen Document Management Reports

Memorize the Report Parameters

Memorize a Report

Memorize a Report

Memorizing Reports