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Tip of the Month

June 2008

How to turn on the data sheet view in Standard Reporting (Practice Management)

Standard Reporting has the option to see the report results via a data sheet view.

1. From the Advance Application list open Standard Reporting.

2. Click on the Set Reporting Options icon on the toolbar.

3. Go to the Data tab and tick the option under Data Tracking called Retrieve Query Data for Exporting options.
Then click on the OK button at the bottom of the form.

4. After running a report you will notice you can click on the ‘Export base data to datasheet’ icon.

5. The datasheet will be populated with data from the report that was run. The data can be taken to MS Excel or Word using the icons on the toolbar.