Saving and Working with Reports

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

Save Report Data as a Report Snapshot

The Report Snapshot function allows you to save the data for a specific report and retrieve it for future use, as needed. Unlike memorized reports, which save the filters and the most current data, a Report Snapshot retains the report data when you generated it. You cannot change the data. You can use these types of reports for tracking and clinical reference. Report Snapshots save the report data not the report filters. Memorized reports save the filters you have selected, but not the report data. Note: Before you can use report snapshots, make sure that have configured Access Rights in NextGen System Administrator > Rights > Reports > Snapshot. From the Main menu, select File > Reports > Enterprise / Practice. Select data and generate the appropriate report. Save the report data by selecting the Save As Snapshot button on the Reports Toolbar. The Save Snapshot window opens. Save Snapshot Enter the name of the report in the Save As field. Note: Create a name that describes the report.

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

Help Guide for NextGen® Enterprise PM 8

Saving Report Snapshots

You can save a "snapshot" of a report that you have generated. A snapshot: Is a saved copy of the exact report currently displayed. Differs from a memorized report in that a memorized report retains merely the filter and column settings of a report. Preserves the exact data that the system generated for that instance of the report. As its name suggests, a snapshot is basically a photograph of a report. Like a photograph, you can view a snapshot of a report, but you cannot alter it in any way. It exists for historical reference purposes only. The application saves the report snapshots that users create. You can access and view the available report snapshots at any time. For information on locating and viewing existing report snapshots, see Locate and View an Existing Report Snapshot. Create a Report Snapshot Locate and View an Existing Report Snapshot Report Snapshots in Population Management Hub Parent topic: NextGen Enterprise PM 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

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

Saving and Working with Reports

Recommendations

Retrieve a Report Saved as a Snapshot

Save Report Data as a Report Snapshot

Work with a Saved or Memorized Report

Saving Report Snapshots

Copy a Saved or Memorized Report

Working with a Generated Report

Retrieve a Report Saved as a Snapshot

Save Report Data as a Report Snapshot

Work with a Saved or Memorized Report

Saving Report Snapshots

Copy a Saved or Memorized Report

Working with a Generated Report