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Overview

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Info

The Reports page is used to conveniently generate standard reports found in Connect Portal.

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titleHow to Get Here?
From the Home Page:From the Menus:
  • Click Reports from the Manage  list 
  • Open the Manage menu and select Reports

 


 

Field Definitions

Field

Type

Required

Description

Name

Read-only

(Pulled from system Reports)

Yes

The name of the report .folders and the reports housed in the folder.

Description

Read-only

(Pulled from system Reports)

YesThe high-level description of the report.
CategoryFolder

Read-only

(Pulled from system Reports)

Yes

The

folder location

category classification of the report. The available categories include: Financial, Aging, Productivity, Management, Third Party, and System.

Updated Created At 

Read-only

(Pulled from system Reports)

YesThe date the report was last updated by Bolder Anesthesia Solutions development teamcreated.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Run[Alt] + [R]

To execute a report from the list of reports.

Running Reports
Delete [Alt] + [D]

To delete a report from a folder.

Note
Only customized reports can be deleted. System reports found in the System folder cannot be deleted.
  1. Select a report to be deleted.
  2. Click Delete. The report is deleted from the system.

 

 

 


 

 

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Reports (Back Office)

Running Reports

Applying Filters

Exporting Reports

 

 

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