NextGen Knowledge Center

Set Up a Report

  1. Select Report Setup on the Report Dialog window.
    The Report Setup Dialog window opens.

  2. Select a report from the Report File list.
  3. Select a report type from Report Type list. Selecting a Report Type assigns the report to the report type.
  4. 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.
  5. From the Printer list, select a printer to print the selected report.
  6. If necessary, select the Filter By option.
  7. If necessary, select the Use Report Server check box.
  8. Enter a user-defined description for the selected report in the Description field. This description appears in the Report Dialog window.
  9. Select Add to set up your report.