Saving Custom Report Settings

1. Open the Custom Reports window. For more information, on opening the window go to Opening the Custom Reports Window.
2. Modify the report settings, as needed. For information on modifying report settings, go to the appropriate 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
3. Type a name for your report settings in the Report Name combo box.
4. Select the Use as Title check box to use the name of your report settings as the title of the report, as needed.
5. Type any notes in the text box at the bottom of the Custom Reports window, as needed.
6. Click Save to save your settings.
   The custom report settings that you save are accessible to all users who have access to custom reports.