Professional List
Run a Professional List report to obtain a list of active professional records (i.e. pedodontist, oral surgeon, pediatrician) you have created. The report includes the professional and practice name, contact information, user-defined text and dates you have included in their record, and their birthday. You can choose specific professional types to include, or run the report for all professionals in your system. Only active records are included in the report: Any items flagged Inactive in the editor are omitted.
This report obtains its data and calculations from the following areas of your Edge Cloud system.
Contact Details
The Professional List report includes the details for the email and work phone contact styles only. In order for Edge Cloud to recognize this information accurately, you must use the Contact Categories editor to assign a category to the "Email" style, and to the "Work Phone" style. Then, be sure to use those categories when entering contact information in professional records. Other contact information in the professional record will be ignored by the Professional List report. See "Contact Categories Editor" for details.
Professional Records
Use the Professional editor to create and maintain records for the consulting and treating professionals, such as oral surgeons, pedodontists, and periodontists, that work with your patients. Each record includes the professional's name, practice name, address, phone number, several user-defined fields, correspondence history, list of patient assigned to this professional, and a notepad you can use to add additional information. You can optionally include a photograph in each record. See "Create Professional Records" for details.
Select Reporting from the Reporting section of the Home ribbon bar. Then from the Table section, open the Professional List report. You can double-click the report name, or click Run at the top of the window to continue. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.
Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the 
Show/Hide icon in the upper left corner of the Reporting window.)
Choose Professional Types - Select one or more professional type to include on the report (i.e. oral surgeon, periodontist, etc.) or choose to include all types of professionals on the report.
Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.
If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options. You can use the arrows in the View section of the ribbon bar to view additional pages of a multiple-page report. You can also use the dropdown button or type a number in the zoom field to change the size of the report in your window.
Report Title & Header
Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, that information appears just under the report title so you know which criteria was used to generate the results.
Show / Hide Details
If this report supports showing / hiding the details that comprise report totals, you can click the expand / collapse icons to show / hide the details. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.
Use Arrows to Re-Sort Report
While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)
Open the Patient Folder / Responsible Party Record
While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.
Click the 
icon to the right of the View button to open the help article with the detailed description of the report.
