Loading Saved Custom Report Settings

1. Open the Custom Reports window. For more information, on opening the window go to Opening the Custom Reports Window.
2. Select a report from the Report Name drop-down menu.

   The report settings load.

   Loading saved report settings loads a date span (e.g., MTD, Quarter, etc.). Ensure that the beginning and ending dates are within the range that you want to appear on the report.
3. Proceed to the applicable section:
   • Creating and Printing Custom Aging Reports
   • Creating and Printing Custom Appointment Reports
   • Creating and Printing Custom Fee Slip Reports
   • Creating and Printing Custom Insurance Audit Reports
   • Creating and Printing Custom Insurance Reports
   • Creating and Printing Custom Inventory Reports
   • Creating and Printing Custom Performance Reports
   • Creating and Printing Custom Production Reports
   For information about saving report settings for future use, go to Saving Custom Report Settings.