Creating a Custom Report Based on an Existing One

1.   If you haven't already, go to the Custom Reports module.

2.   If necessary, use the filter buttons to locate the report you want to use for your new custom report. See Using Custom Filters for details.

3.   Click the name of the custom report that you want to use for your new custom report.

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 As New.