NextGen Knowledge Center

Copy a Saved or Memorized Report

You can copy a memorized (saved) report to another practice or to another report type within your practice.

  1. From the Main menu, select File > Reports > Report List.
  2. Select the Report Type.
  3. Select a report you wish to copy and right-click.
  4. Select the Copy option (This Report or All Reports In This Type).
    Memorized Reports

    The Copy (report name) to the Selected Reports Type(s) window opens.
    Copy (report name) to the Selected Reports Type(s)

  5. Select the Practices and corresponding Report Types check box where the report is to be copied.
  6. Select OK to copy the report.
    The copied report is now available for viewing when you select it from the Report Type list. For example, a VFC Immunizations report that was copied to your Monthly Report Type grouping now displays in Monthly Reports.
    Memorized Reports