Report Output Options
When you run an Edge Cloud report, the results appear in a separate tab, with a reporting ribbon bar at the top. Use the ribbon bar to navigate, save, copy, print, and otherwise manage the report results.
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.
Use the General section of the ribbon bar to select the report or form output. Not all output options are available to all reports and forms.
Print - (Available for all reports and forms.) Cick 
Print, then select the printer and options you want to use to print the report or form on paper.
Capture - (Certain forms only.) - Click 
Capture from General section of the reporting ribbon bar to add a copy of the output to the patient's correspondence history, without printing the results.
Email - (Certain forms only) - Click 
Email to email the form. When you email a form, the name of the assigned mail merge document will be the email subject, the text of the mail merge document will be the email message, and the form will be sent as a PDF attachment. In addition, the mail merge document and the form will be entered as separate items in the patient's correspondence history. (See "Reports and Forms Editor" for details.)
Export - (Available for all reports and forms.) Click 
Export from the General section of the Quick Report ribbon bar. After selecting which format to use, you can change the output file settings, and navigate to the folder where you want to save the report. Then, click Export again to complete the process.
