Operation Manual

Creating New Custom Report Templates
The Build Custom Reports function enables you to create, edit and delete custom report templates in the
. A custom report template is a user - designed document that is automatically filled in with
selected patient or group information. The Build Custom Reports dialog box displays the names and descriptions
of available reports.
You can generate two kinds of report templates.
1. Patient reports that display data for individual patients, including
❍ Standard Reports that appear under Patient Management
❍ Favorite Reports that are saved within Patient Management
2. Group reports that display data for groups including
❍ Standard Reports that appear under Population Management
❍ Favorite Reports that are saved within Population Management
Note: Patient reports can be generated for individual patients or all individual patients within groups. Group
reports can be generated only for groups that are defined within Population Management .
Follow these steps to create a new custom report template:
1. Click Advanced Reports and Letters in the Main Menu window.
2. Click Build Custom Reports in the Advanced Reports and Letters menu window to open the Build
Custom Reports dialog box.
3. Click Create New to open the Create New Custom Report dialog box.
4. Make the appropriate entries in the fields and select the report type.
5. Click OK to open the Create New Custom Report Template dialog box.
6. Use the visual design tools to design a new custom report template.
7. Click OK to save the new template.
Advanced Reporting ( v1.1 )
Creating New Custom Report Templates
Version: 1.0
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