Generate a New Report

There are different report categories but the process of running a report is the same.

  1. Select the appropriate report from the toolbar, or right click on the green heading and select New.

    Note - Hover over the symbols to access the report names.
  2. At the reports criteria selection screen, update as required, for example, all GPs or a single GP.
  3. Optionally, you can save the report for future use.
    • Save - Update the default criteria.
    • Save As - Save the report under a new name.
  4. Select Print and the Report Output - it is often useful to select the default of Window and then Print from the display.
    You can also export the report in various formats.
  5. Select OK or Run to produce the report.
  6. Select Exit to close.