Report Templates

 

Almost all reports in MedSuite support report "templates".  Report Templates allow you to save the screen settings on a report under a name of your choosing and then at a later date retrieve the Template so that the same settings can be applied to a subsequent report.  The Report Templates screen is only accessable by pressing the Templates button on a Medsuite Report.

 

Saved Report Templates

 

Name

Name assigned to the Template by the user

Date Entered

Date that the Template was created

User Name

The name of the user who created the Template

Task Name

Task Name from the applicable report screen

Output

Indicates if report output is sent to a Report or to a Cube

 

 

Buttons

 

Show All Users

Indicates if Templates created by all Users should be displayed (default) or if only those Templates created by the current user should be displayed.

New

Creates a new Template using the screen options passed into the Report Template from the calling report.

Update

Updates an exisitng Template with the screen options passed into the Report Template from the calling report.

Delete

Deletes a Report Template.

Select

Selects a Report Template passing the saved screen options back to the calling report.

Cancel

Cancels and closes the Report Templates screen.