Maintaining the Target Reports List

The Module Preferences button allows you to limit the reports available to you when generating reports using the Custom option from the Reports menu.

If you do not use it to specify at least one report, the target list includes all available reports. This includes all reports you've saved to your personal list, as well as all reports saved by you and your colleagues as "practice" reports.

Use the following options to simplify and organize your list of custom reports:

• To remove one or more reports from the list

  1.   If you haven't already, go to the Custom Reports module and click Module Preferences. The LMR displays the current list of all available reports. (You may need to click Load My and Practice.)

  2.   Click the check box to the left of the report name and Remove. The LMR displays a verification message.

  Note: Removing a report only hides it from being displayed in the target list; it does not delete it. Also, only the author, supervisor, or practice manager can remove reports saved as Practice General.

• To add individual reports to this list

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

  2.   If necessary, use the filter buttons to find the report you want to add. The default filter button, My, includes all reports you've saved to your personal list. For details on other options, click here.

  3.   Click the Module check box and the Move to Module button.

• To reorder reports in this list

  1.   If you haven't already, go to the Custom Reports module and click Module Preferences. The LMR displays the current list of all available reports. (You may need to click Load My and Practice.)

  2.   Click the line for a report to select it. (When doing so, be sure not to click the report name; doing so displays the report in edit mode.)

  3.   Then, click a navigation button to either move the report up or down in the list ( or ), or to make it the first or last one listed ( or ).

• To restore your target list at any time to include all available reports

  1.   If you haven't already, go to the Custom Reports module and click Module Preferences. The LMR displays the current list of all available reports. (You may need to click Load My and Practice.)

  2.   If any reports are displayed, they must first be deleted. Do so by clicking the Remove check box to select all reports and clicking the Remove button.

  3.   Then, click Load My and Practice.

Note: Your changes are effective immediately. You do not need to click Sign or type your key.