Using the Favourites Reports Tab

Favourite Reports

Purpose

Add Reports to a Favourites tab that is accessible from Administration > Reports:

Benefits

• Make frequently-used reports readily available to simplify and speed report generation in the dental practice.

• The Favourites tab always opens first to speed the processing of frequently-used reports.

• Because reports are added with pre-selected parameters, users can generate them without editing parameters, and without needing to understand the parameters.

• The Favourites tab includes a Group column, so users can sort a long list of favourite reports by Group. For example, at month end, sort by Group and all of the Monthly Group reports will be accessible together. You can edit or create Groups when you assign a report as a favourite.

• Customise the Report Name and Description in the Favourite Report Setup Wizard so that users clearly understand their purpose and even when / why they should run them.

To run a Favourite Report

1. Select Administration > Reports

   The Favourites tab will open by default.

2. To run the report, either

   • Double-click it, or

   • Select it and then select the Print button at bottom right of the screen.

   In both of these options the print parameters screen opens with the Favourite-defined parameters pre-selected.
   Allocated Payments example:

3. Either print as is or edit the parameters before printing.

To assign Reports as Favourites, and to create / edit Report Groups

1. Select Administration > Reports and select the Reports Tab to open the master reports list, then right-click the required report and select Add to Favourites (or select the report and click the Add to Favourites button at bottom right of the screen ):

2. Complete the fields in the Favourite Report Setup Wizard, and optionally manage Groups:

   

3. Select Next > to open the report parameters setup.

   NOTE: These parameters are specific to the report, so they vary depending on which report you select. This example is the Allocated Payments Report:

   

4. Configure the default parameters for the report so that they don’t have to be re-entered each time the report is run.

5. Select Finish and then check your report in the Favourites tab:

   

To edit Favourite Report name, description or parameters

1. Select Administration > Reports

   The Favourites tab will open by default.

2. Open a Favourite Report for editing by either of these means:

   • Right-click > Edit, or

     

   • Select the report and then select the Edit button at bottom right of the screen.