How do I create a new report?

There are two ways to create a new report:

• Use an existing report as a starting point – if you just want to add a few additional columns to a report already provided.
• Create a new report from scratch – if an existing report doesn't cover what you require at all.

To create a new report, follow the appropriate instructions below.

Use an existing report as a starting point

1. Open Practice Manager.
2. Select Report Manager from the left-hand menu.
3. Double-click on a report similar to the one you require.
4. Select Report Information from the left-hand menu.
5. Rename the report.
6. Click on Continue through the wizard and edit the options to suit.
7. Click on Finish and Save.
8. To run the report, return to the Report Manager list, click on the report and select Run Report on the left.

Create a new report from scratch

1. Open Practice Manager.
2. Select Report Manager from the left-hand menu.
3. Select New Report from the left-hand menu.
4. Select the type of report you want to create from the drop-down menu:

• Task – a report of tasks created within Work Management.
• Job - a report of jobs created within Work Managment
• Services - a report on services
• Client – a report of client information
• Tax / Accounts / VAT / Company Secretarial and GDPR Consent Work Statuses – a report of statuses set within Practice Manager.
• AML Work Statuses

1. Select a report category from the drop down or click on Create New Category to add one.
2. Click on Continue through the wizard and edit the options to suit.
3. Click on Finish and Save.

To run the report, return to the Report Manager list, click on the report and select Run Report on the left.