Running an Existing Report

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

Select the Reporting tab
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

Select Run
You can now manipulate your report as desired
To export your report, select the export button. The report will then download as an excel document.

This tutorial will walk you through running an existing report.