How to Create Custom Reports in PracticeEHR?

Updated on July 29, 2026 | 11:36 AM – CST

When the built-in reports don't cover what you need, the report builder lets you create your own, no support ticket required.

This video walks through the custom reports page, where your saved reports live, then the five-step builder: pick a report type, name it, choose your filters, design the layout, and preview.

You'll also learn how to save a finished report as a card you can run again anytime, or update whenever things change.