Report Setup: Display Settings

Favorite, hide, sort, and rename Standard Reports from the Display Settings in Report Setup.

In the Main Menu, click Setup, Reports.

Alternatively, from the Standard Reports window, click Setup in the upper left. Open the Display Settings tab.

Report display settings control the appearance of the Standard Reports window, including which reports are listed, the sort order of reports, and report name.

All available reports will list, grouped by category, and sorted in the order they will appear on the Reports window.

Up/Down Arrows: Use to sort reports in a category. Select a report and click Up or Down to move the position in the list. Reports can only be reordered within a category, not moved to a different category.

Display Name: Report name. This can be changed. Click the Display Name cell and type a new name. The internal name of the report will always list in the lower-right of the setup window when a report is highlighted.

Favorite: Click in the Favorite column to show the report in the filtered reports menu.

Hidden: Click in the Hidden column to toggle between hiding/showing a report.

Three reports are hidden by default: Provider Payroll Summary, Provider Payroll Detailed, and Net Production Detail Daily.

Note: To remove the Business Analytics and Patient Reviews buttons from the Reports window, in the Main Menu, click Setup, Program Links, then disable the bridge and select Hide unused button.