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Creating reports with basic formatting

Use the tools on the Report fields and formatting tab to create new basic reports.

To create a new report
  1. Click Reports on the toolbar. The Reports page opens with the TASKS bar listing all of the available reporting areas and sub-areas.

  2. Select the report area (for example, Client) and the sub-area (for example, Client details) that the new report will belong to. This determines where your new report is listed and the fields that are available for your report. A list of existing reports under the selected report sub-area is displayed.

  3. Click New. The New Report page opens at the Report fields and formatting tab. The available fields for this report type are listed, ready for selection and formatting.

  4. Select a report Template from the drop-down. This is located under the toolbar.

  5. Enter a Title for the new report.

  6. Change the report Start Date and End Date by entering a date in the format dd/mm/yyyy or selecting a date from the drop-down calendar.

  7. Ensure that the Show selected report fields and formatting checkbox is not selected.

  8. Click the checkbox adjacent to each of the fields that are to be used in the report.

    If the list is long, type any part of the field name in Search for field name to quickly list only field names containing that text.


    As each field is selected, it is displayed under the Group bar.

  9. Reorder the column headings by dragging each into place.

    (Practice Manager) For more information on the Field Chooser, see “Organising your data” in the Practice Manager online help.

  10. Select the Show selected report fields and formatting checkbox. The list of fields is replaced by a table showing the default fonts, font sizes, column widths and text alignments for the report text and headings.

  11. Click OK. The Save report layout window opens.

  12. Ensure that the Save as new report option is selected.

  13. Enter a different Title if necessary, plus a brief Description.

  14. Click OK to save the report.

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