Getting Started with Reports

Updated on July 29, 2026 | 11:11 AM – CST

The reports tab organizes everything down the left, and this video gets you oriented so you can find and run any report you need.

It walks through the general, clinical, and billing folders, opening one to see the reports inside, and how every report runs the same way, set the filters, then search.

You'll also learn how to reset your filters, export results to Excel, and where the custom reports button lives for building your own.