Reports can be run for Appointments or New Reports screens. There are over a hundred different types of reports that can be filtered by facility, provider, patient, visit type, appointment status, CPT, diagnosis, Medication, insurer, and date range. 

• Click New Report. 
• Select the required Report Category. 
• Choose the report from the Report Name drop-down list. 
• Select the required Facility, Provider, Referring Physician, and other filters if needed, or leave them as Select All to include all records. 
• Set the required date range for the report. 
• Click Show Report to view the report on screen. 
• Click Print PDF to download the report in PDF format. 
• Click Print Excel to download the report in Excel format.