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Customize Reports

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Updated: 09/26/2024 | Views: 1181

System Administrators have the ability to customize reports (e.g., specify filters or hide/show specific columns) to fit the needs of their practice. Once the customizations are made, save the report as a customized report to share with all users in the practice with permissions or with other System Administrators only.

System Administrators can also edit the customized reports settings, update and save new customizations to an existing customized report, and delete a customized report.

Save Customized Report

  1. Hover over the Analytics icon and click Appointments. The All Appointments report opens by default.
    • To customize the Missed Charges report, select Missed Charges under the Appointments reports menu.
    • To customize the Insurance Collections report, hover over the Analytics icon and click Claims.
  2. Customize the report to display the desired data.
  3. Click Table Actions and select Create new report. The New Report page opens.
 Analytics_CustomizeReport_CreateNewReport.png
  1. Enter the Name and Description of the customized report.
  2. Share Report: Click to select who can access the customized report.
    • Across Practice: All users with permissions can access the report but only System Administrators can edit it.
    • Only System Admins: Only System Administrators can access and edit the report.
  3. Click Save when finished. The customized report is created and accessible from the Reports menu.
 Analytics_CustomizeReport_NewReport.png

Edit Customized Report

System Administrators can edit the customized report name, description, and who can access the report.

  1. Under the Appointments reports menu, select the customized report. The customized report opens.
    • To edit a customized Insurance Collections report, select the customized report under the Claims reports menu. The customized report opens.
  2. Click the edit icon. The Update Report page opens.
 Analytics_CustomizeReport_Edit.png
  1. Edit the Name, Description, or Share Report option as necessary.
  2. Click Save when finished.
 Analytics_CustomizeReport_UpdateReport.png

Update Customized Report Settings

System Administrators can update an existing customized report to change what data to include and how it displays.

  1. Under the Appointments reports menu, select the customized report. The customized report opens.
    • To update a customized Insurance Collections report, select the customized report under the Claims reports menu. The customized report opens.
  2. Customize the report to display the needed data.
  3. Click Table Actions and select Save report. The Update Report Settings page opens.
  4. Click Confirm to save the customization.
 Analytics_CustomizeReport_SaveReport.png

Delete Customized Report

System Administrators can permanently remove a customized report (for all users with access) when the report is no longer applicable for the practice.

  1. Under the Appointments reports menu, select the customized report. The customized report opens.
    • To delete a customized Insurance Collections report, select the customized report under the Claims reports menu. The customized report opens.
  2. Click Table Actions and select Delete report. The Delete Report? confirmation pop-up appears.
  3. Click Confirm to permanently delete the report.
 Analytics_CustomizeReport_DeleteReport.png
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    1. create new report
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