Set Up a Report
- Select Report Setup on the Report Dialog window.
The Report Setup Dialog window opens.
- Select a report from the Report File list.
Note: Only reports in the directory specified in the Universal Preferences appear.
- Select a report type from Report Type list. Selecting a Report Type assigns the report to the report type.
- Select Location for your report. Only providers at the selected location can access this report. If you leave Location blank, providers from all locations are able to access this report.
- From the Printer list, select a printer to print the selected report.
- If necessary, select the Filter By option.
- If necessary, select the Use Report Server check box.
Note: To use this feature you must have the NextGen Report Server configured.
- Enter a user-defined description for the selected report in the Description field. This description appears in the Report Dialog window.
- Select Add to set up your report.