5.1.6 Saving, Modifying, and Loading Reports

The ability to save and retrieve reports is crucial. In this lesson, we will learn how to save, recover, and modify reports.

The first key point regarding saving reports is that the Info Manager will save reports under the specific Tab and Category they were created. This means a report created in the Billing tab, under the Treatments category, will only be accessible under those very same directories. If you cannot find a saved report, chances are you’re looking under the wrong tab and/or category.

This helps to keep your custom reports tidy, relegating each to their home Tab and Category.

Saving Reports: 

Saving reports to the Info Manager is quite simple.

1. Right click the results area.
2. Choose Save Report or Save Report As. The former will not be available until the report is saved at least once.
3. Fill in the Description and Comment boxes at the bottom.
4. Press Ok to dismiss the window.

The report is now saved in the Custom button; check to confirm your report has saved properly.

Retrieving Reports:

1. Select the appropriate Tab.
2. Select the appropriate Category.
3. Select the Custom button on the right.
4. Highlight the report you want to retrieve.
5. Press Select.

The report will load exactly as it was saved. The columns with conditions set will be prefixed with a double asterisk (**).

Modifying Reports:

You can edit saved reports to make changes that are temporary or permanent, depending on whether or not you save your work. You can choose to save the variant as a new custom report or exit the module without saving your changes.

1. First, follow the steps above to retrieve a saved report.
2. Find the column you would like to adjust and left click on it’s name. Those prefixed with two asterisk symbols (**) contain an active filter.
3. To remove a filter, highlight the line and select the Delete button.
4. To modify a filter, highlight the line, make the necessary changes in the operator, values 1 and 2, then select the Modify button.
5. To add an entirely new filter, choose the operator and set the appropriate values, then select the Add button.
6. Press Ok to dismiss the window and return to the report.
7. Press Search.
8. If your results are to your liking, you can save the report as shown at the beginning of the lesson; this will overwrite the existing saved report settings.
9. To add a new custom report, choose Save As and fill in the details.