All reports have search filter options that you can use to narrow report results. Some reports have additional tabs where you will find more detailed information.
Many Practice Manager reports also provide the ability to drill down for more details by clicking a particular row in the report - look out for the blue links.
Use the report tool bar
Although the reports are designed for online viewing and use, you can print them or export them to Microsoft Excel for further analysis. Most reports have a report toolbar that enables you to perform such actions.
What you can do (from left to right):
- Print a PDF version of the report on the screen.
- Go to the first page of the report.
- Go to the previous page in the report.
- Type the number of the page you want to view.
- Go to the next page in the report.
- Go to the last page in the report.
- Export the report to Excel for further analysis.
- Adjust the viewing size of the report.
Add a report to the favourites list
In the Reports area, you can add a report that you use often to your list of favourite reports. When you do this, the report is listed on the Favourites tab on the All Reports page.
The report is also marked with the Green Favourite button 
under the relevant tab.
To add a report to your favourites list:
- Click Reports > All Reports.
- Select the required tab.
- Click the White Favourite button
beside the report.
beside the report. The star icon turns white and the report is no longer listed on the Favourites tab.
