Customize Analytics Reports
System Administrators have the ability to customize reports (e.g., specify filters or hide/show specific columns) to fit the needs of the 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.
Note: For practices also using the web platform, saved customized reports and any modifications made will also reflect in the web platform. Review Customize Reports for more information about customized reports in the web platform.
Create New Customized Report
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Edit Customized ReportSystem Administrators can edit a customized report name, description, and who can access the report.
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Update Customized Report SettingsSystem Administrators can update a 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ReportSystem Administrators can permanently remove a customized report (for all users with access) when the report is no longer applicable for the practice.
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