Customize Reports
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
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Edit Customized ReportSystem Administrators can edit the customized report name, description, and who can access the report.
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Update Customized Report SettingsSystem Administrators can update an existing customized report to change what data to include and how it displays.
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Delete Customized ReportSystem Administrators can permanently remove a customized report (for all users with access) when the report is no longer applicable for the practice.
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