Running an Existing Report
Written by Amelia Boyer
Updated at January 15th, 2025
Table of Contents
Reporting - Running an Existing Report -2.0
We've built default reporting based on our most common reporting data sets.
Missing your favorite report? Follow along with 2.0 Reporting - Existing Reports vs Legacy Reports to narrow down where to start in building your report
Video Tutorial:
Step-By-Step Tutorial:
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Select the Reporting tab
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Click on the desired report or click on the three dots to the right of the report and select Open
- Set the parameters for your report
Note: If toggled off, the report will show entities (treatments/problems/etc.) that were created BEFORE the patient was in the organization
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Select Run
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You can now manipulate your report as desired
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To export your report, select the export button. The report will then download as an excel document.
