Altering the Report Format

The format of the Standard, Detailed or Summary reports can be customised to change the group and sort options.

1. From the Search screen, in Report Output, select either Standard, Detailed or Summary.
2. From the toolbar select Edit - Report Output.
   The Report Format screen displays.

   

3. Enter the report title in the Title box.
4. Optionally, tick the Print Search Report Details on first page of report box to include these in the report.
5. The Standard Report includes the option to Print each patient on a new page, tick if required. By default, this is unchecked.
6. Report Grouping is set to None by default.
   The drop down list contains the following grouping options:
   • DHA (No longer used)
   • HA
   • Sex of patient
   • Registered GP
   • Usual GP
   • Registration status
7. Report Sorting - Each section defaults to alphabetical by surname, alternative options are:
   • DHA (No longer used)
   • HA
   • Patient Accepted Date
   • Patient Applied Date
   • CHI number
   • Date of birth
   • Forename
   • NHS Number
   • Postcode
   • Sex
   • Surname
   • Registered or Usual GP
   • Registration status
   Select an option in the left window, for example, Patient Date of Birth, then select Add, the item displays in the right hand side.
8. Add further options if required, these are applied as a second sort, then a third sort etc.