Exporting Reports
Posted: Tue Nov 18, 2008 11:38 am
In Medisoft v12 or higher, you are able to export a report into another format. For example, you could export a Patient Aging report to an Excel spreadsheet. To export a report, complete the following steps:
- On the Reports menu select the report to be exported. The Data Selection Questions window opens.
On the Data Selection Questions window, enter and select the appropriate criteria. Then click the Export button. The Export window appears.
On the Export window, select a file format for exporting and a destination. Click OK. The Export Options window appears.
On the Export Options window, select an appropriate page range and enter criteria if needed. Click the OK button. The Choose export file window appears.
On the Choose export file window, confirm file name and destination or make needed changes and click the Save button.