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Help Centre/Reports/Export and retain reports
RUN REPORTS

Export and retain reports

Keep approved report output with its context.

◉ For Owner · Admin
01 / HOW TO

Steps

  1. 01

    Generate the report using the confirmed filters.

  2. 02

    Review its totals and scope before exporting.

  3. 03

    Save the output in the location required by your clinic's records policy.

✦

Good to know

Regenerate after any filter change before exporting.

Keep exploring

Choose the right report↗Set dates and reporting scope↗
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