Run Reports

Use the Reporting window to select and generate reports. You may choose from any available Edge Cloud report, or select a report you have run recently. With a report still open on your screen, you can change the report options to obtain different results, and save or print the report.

Get Started

Assign Email Merge Documents - If you will be emailing forms to your patients and parents, you must use your Reports and Forms editor to assign the mail merge document to use as the text of your email message. See "Set Up Reports and Forms" for details.

Run Reports and Forms

1. Open the Reporting Window - Home ribbon bar > Reporting section > Reporting. (You might also be able to open this feature from the Quick Access toolbar at the top of your Edge Cloud window.)

   

2. Choose the Report or Form to Generate - Select from all Edge Cloud reports and forms, or choose from your Recent Reports list, or choose a Quick Report. (You can also use the Search field to find the report you want to work with.)

   All EdgeReports - All Edge Cloud reports and forms, as well as any custom reports you have purchased, are listed on the left side of the window, grouped into categories. Click the arrow beside a category name to expand / collapse that category. You can hover over a report name to see a tooltip that describes the purpose of that report.

   

   Recent Reports - The reports you have run recently are listed on the upper right-side of the window, with the most recently run report listed first.

   

   Quick Reports - The Quick Reports feature provides one-click access to viewing and/or printing a report with a specific set of report options. Your Quick Reports are listed on the lower right-side of the window, under your Recent Reports list. See "Quick Reports" for details about creating and running these reports.

   

3. Run the Report or Form - Click the report name you want to work with and click the Run button in that section of the window, or double-click the report name to run it.

   

4. Select Report Options - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.) The last settings used to generate a general Edge Cloud report or report from your Recent Reports list are the defaults. Quick Reports are automatically generated to your screen with their saved options, bypassing this step.

   

5. View the Report - Click View to generate the report to your screen. (This step is bypassed when you run a Recent Report or a Quick Report.)

   

6. Choose Other Options - With the report still showing on your screen, you can choose different report options, then click View to re-generate the report with the new options. (If you cannot see your options, you may need to click the Show/Hide icon to show them.)

   

7. Report Output - Use the toolbar at the top of the report window to zoom the display, view additional pages, print the report, and more. Be aware that not all output choices are available for all reports and forms. See "Use Report Results" for details.

   

More Information

Assign Correspondence History Categories to Forms - Use the History Category editor to set up the categories for sorting and filtering the forms and documents recorded in the correspondence histories and notepads of your patients, responsible parties, professionals, employees, and your practice. See "Set Up History Categories" for details.

Automate Reports - Use the Run Report workflow activity to generate a specific report whenever the activity is triggered by a workflow. See "Workflow Activities" for details.