Note: If the report that you want to create is similar to an existing custom report, you may save time by editing that report and saving your changes with a new name. See Creating a Custom Report Based on an Existing One for details.
1. If you haven't already, go to the Custom Reports module.
2. Click Add New. The LMR displays the report builder interface screen.
3. Click the 
at Report Items to display a list of all categories available. This includes categories for each of the patient-chart related modules of the LMR, except Notes.
4. Click an item from the Report Items drop-down list and 
to add it to your report. The heading for that category displays in the window on the right. Additionally, the Fields window on the left may indicate individual fields that you can include in your report.
Note: If no fields display in the lower window, skip step 5. For these categories, you cannot select individual fields to include, and must either accept the entire category or nothing at all.
5. To add individual fields from a category, click the field and . To remove a field, click it (from the window on the right) and 
.
6. To reorder fields within your report, click to select the field (or category). Then, click Up, Down, Right, and Left to move items.
7. To review your work at any time, click View. Note that the information displayed with your previewed report is from a test patient, not the currently selected one. To return, click the close menu button (
).
8. To save your changes, click Save.
9. Type a name for your report. Then, select whether you want to save your report to your personal list ( My List) or make it available to others within your practice ( Practice or Practice General). Regardless of which option you choose, other LMR users cannot edit or delete your reports. If desired, click Save to Modules.
10. Click Save.