Save Report Data as a Report Snapshot

NextGen® Enterprise EHR Help

Retrieve a Report Saved as a Snapshot

From the Main menu, select File > Reports > Snapshots. The Report Snapshots window opens. Report Snapshots Select the report from the Report Title list or enter the name of the report in the Description field and select Find. The report snapshot displays. To search for a saved report snapshot, use any of the following filters: Description, Created By, Create Dt: From, and Create Dt: To. After selecting the filters, select Find to begin the search. Select the appropriate report snapshot from the search results. The Report Snapshot opens. From the Report Toolbar you can select certain functions to work with the report, such as Export. Note: You cannot change the report snapshot data. It is read only. You also cannot save a Report Snapshot as a memorized report. Parent topic: Saving and Working with Reports

NextGen® Enterprise EHR Help

Copy a Saved or Memorized Report

You can copy a memorized (saved) report to another practice or to another report type within your practice. From the Main menu, select File > Reports > Report List. Select the Report Type. Select a report you wish to copy and right-click. 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) Select the Practices and corresponding Report Types check box where the report is to be copied. Note: You can copy the report to another Report Type within your practice or copy the report to another practice's Report Type (the Report Type can be the same or different when you select a different practice). 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.

NextGen® Enterprise EHR Help

Work with a Saved or Memorized Report

You can generate and work with any reports that have been previously created and memorized (saved). From the Main menu, select File > Reports > Report List. The Memorized Reports window opens. Memorized Reports Select the Report Type. Select a report you wish to generate and double-click it. The Report Filter window opens. CAUTION: If the Limit EHR reporting to only preferred locations check box has been selected in System Administrator and your preferred locations settings are different from the memorized report's location settings, a warning message displays. If you wish to continue, select Yes. If you do not wish to generate the report, select No. If no additions or changes are required, select OK to generate the report. Note: You do not need to re-save the report. To add or change any previously selected filters: Update the filter information or make any other changes. To save the updated information, select Save. You can also change any of the other parameters, such as Report Name

NextGen® Enterprise EHR Help

Working with a Generated Report

A generated NextGen® Enterprise EHR report lets you do the following: Preview and/or Print it. Search for text on the report. Memorize (save) it from the Report Filter window. Save the report data as "report snapshot". Graph the data displayed in the generated report. Create a To Do Task. Export the data displayed into an Excel spreadsheet, HTML document or ASCII document. Using the Reports Toolbar Reports Toolbar Items Search for Text on a Report Parent topic: Saving and Working with Reports

NextGen® Enterprise EHR Help

Save a Report

After you have set up all of the desired Columns, Filters, Data and Options, you can save the report you have built and reuse it later. From the Report Filter, select Save. The Memorize Report window opens. Memorize Report In Save As, enter the name of the report. Note: If you are using NextGen® Background Business Processor to send NextGen® Population Health Solutions patient reminders, ensure that the report name enables you to identify the purpose of the communication when accessing it in NextGen® Background Business Processor, for example, DiabetesPatientRemindersOctober2013. Select the Report Type. Note: Only those Report Types that have been set up in the File Maintenance are available for selection. Refer to your practice's System Administrator in regard to availability of Report Types. Select which users are allowed to run, modify and save the report you have created. Memorize Report To send the report information to NextGen® Background Business Processorfor NextGen® Population

NextGen® Enterprise EHR Help

Saving and Working with Reports

Once you have selected your report data and other options, you can save and generate your report. This section describes how to: Save a report Working with a generated report Work with a saved or a memorized report Copy a saved or memorized report Save report data as a report snapshot Retrieve a report saved as a snapshot Save a Report Working with a Generated Report Work with a Saved or Memorized Report Copy a Saved or Memorized Report Save Report Data as a Report Snapshot Retrieve a Report Saved as a Snapshot Parent topic: Create and Use Custom Reports Related concepts Working with a Generated Report Related tasks Save a Report Work with a Saved or Memorized Report Copy a Saved or Memorized Report Save Report Data as a Report Snapshot Retrieve a Report Saved as a Snapshot

Save Report Data as a Report Snapshot

Recommendations

Retrieve a Report Saved as a Snapshot

Copy a Saved or Memorized Report

Work with a Saved or Memorized Report

Working with a Generated Report

Save a Report

Saving and Working with Reports

Retrieve a Report Saved as a Snapshot

Copy a Saved or Memorized Report

Work with a Saved or Memorized Report

Working with a Generated Report

Save a Report

Saving and Working with Reports