Saving/Loading Reports

Saving a Template

Reports can be saved as a template so you don't have to set up the tabs each time you perform the same search.

Click on the Save button. If you haven't already given the report a name, do so when asked. If there is already another report with the same name you will be asked if you want to overwrite that template. If you don't then give this report a different name before saving it. This template is saved within the datafile so that it is available to all other computers on the network.

For the example used in the Report Builder section, the next time you click on the Print button in the Patients List this report will automatically open if it is the only template setup for the Patients Table. If you have created more than one template for the Patients Table, you will first be asked which template to use. Select the template and click the Open button.

Loading a Template

To load a template, click on the Load button in the Report Builder window and select from the list of saved templates. You would then perform your search as usual and then print the report without having to setup each tab.

Note: To delete a template, click the Load button and select the report to delete, then click the Delete button.