Excel Reports

These are stand alone reports using Excel, after downloading save to a shared folder (within either G:\ or O:\ or P:\ drives) and open them from the selected folder (do not open and run them from this link), and follow the instructions within each Excel report.

The reports extract data from the Vision 3 database and present it in Excel.

Note - Your practice MUST be on DLM485 and above to use these reports as they collect the data from PostgreSQL.

Appointments

Consultation Manager - General

Consultation Manager - Clinical Monitoring

Consultation Manager - Drug Monitoring

Consultation Manager - Immunisation Reports

Registration

Online Patient Facing Services

Mail Manager

Clinical Audit

Vision - General

To request a new Specialist Excel Report click here.

View the following video to see how to view and download Excel Specialist Reports:

 

Viewing and Downloading Excel Specialist Reports (1:36)

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.
See Video Tutorials for further Search and Reports videos.