How can we help you?

DEMOGRAPHIC REPORT

GO TO

To create a demographic report, go to:

Patients → Demographic Report

STEPS

  • Choose the areas of the system from which data will be extracted.
  • Select your display characters (demographic information), which is the information sets you are looking to populate into your report. Please note that you can also choose ‘Print Order’ (how the columns appear in row order), in addition to ‘Sort Order’, meaning your report will appear A-Z (ASC), Z-A (DESC) or N/A
  • Click ‘Run Report’. (This will take less than 5 minutes to run.)

STEPS

To view the report, you can go to PATIENTS → DEMOGRAPHIC REPORT, and scroll to the bottom of the page to access your report.

You will note that each report has a report ID, Name, Created On, Created By, in addition to three action links:

  • Link 1 – ‘View Results’- This will allow you to view the results in a new window screen.
  • Link 2 – ‘Export’ – This will allow you to export the file to a .csv excel file.
  • Link 3 – ‘Delete’ – Since no reports will automatically delete, this will give you the option to manually delete a report

NOTES

Demographic reports are used to obtain demographic information on a large set of patient accounts, at once, rather than going to each individual account to obtain. Please note that these reports will run within five minutes before data is available.