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Accessing report options

Practice Report Options can be set using default report options for all clients within the practice. To set default Report Options for all clients within the practice you must access the Report Options from within Practice Report Settings. Any changes made to practice Report Options will apply to all reports for all clients.

Client Report Options can be specified using custom report options for selected clients. To set custom Report Options for selected clients you must access the Report Options from the client’s Client Accounting > Reports tab. Any changes made to the client’s Report Options will only apply to the selected client.

How to access practice report options
  1. Select Maintenance > Maintenance Map (AO) > Client Accounting > Practice Report Settings.The Practice Report Settings page opens.
  2. Click Report Options on the Tasks bar. The Report Options window opens
How to access client report options
  1. Search and select a client.

  2. Open the client’s Client Accounting > Reports tab.

  3. Click Report Options on the Tasks bar. The Report Options window opens.
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