Edit Report

Version 20.5

About Edit Report

Path: Practice Management tab > Demographic Analysis/Recall button > Select report > Edit button

The Edit Report window is used to edit previously saved Demographic Analysis/Recall reports. This function is available from all tabs in the Demographic Analysis/Recall window. The edited reports are displayed for use in the Saved Reports drop-down menu in the respective tab of the DAR window. 

Create/Schedule Report Map

Number
SectionDescription

1

Report NameThe Name field is used to assign a name to the report being saved. This is the name that is displayed in the Saved Reports drop-down menu.

2

Report DescriptionThe Description field is used to summarize what the report includes and what it is to be used for.
3
Update InfoThe Update Info includes the Last Update date/time for the report and the Updated by user. 

4

Function buttons
  • Save: Saves the report Name and Description and adds the report to the Saved Report drop-down menu.
  • Cancel: Closes the Create/Schedule Report window without saving any information.