Create a Custom Query Report

Create a Custom Query Report

Select the Custom Query Report

There are five Custom Query Reports. Select the one that you want to use.

Transactions Panel

  1. Custom Encounter Query (CEQ)
  2. Custome Receipt Query (CTQ)
  3. Custom Transaction Query (CTQ)

Patient Panel

  1. Custom Patient Query (CPQ)

Scheduling Panel

  1. Custom Appointment Query (CAQ)


Create a New Custom Query Report

  1. In the Filter Criteria panel, select an existing saved report.
  2. Select the Minus sign to delete criteria that you do not need.


Select the Columns

Choose the Columns to display on the Report Output.

  1. Select the Columns button.

  1. Enter search word(s) in the Search field; or
  2. Use the Plus symbols to open a specific category.
  3. Select the columns.
  • As you select columns, they will show in the Reorder Columns pane on the left.
  1. In the Selected Columns panel, deselect any items that are not needed as Columns.
  2. Rename the Columns Headings to appear as you want them on the report.
  3. Use the up-down arrow in the Reorder panel to drag and drop the columns to change how they will display on the report.
  4. Select Save (F2).


Select the Filters

  1. Select the Plus symbol beside "And" to add Filters.

  1. Use the Select Columns Panel to select a Filter to define the outcome of the Report; or
  • Select the checkboxes from the lists below the Select Columns Panel.
  1. Repeat Step 1 and 2 until all pertinent Filters have been selected.

Or use the checkboxes to select the Filters under the specific categories.

  1. Enter or choose the Criteria for the Filters.
  2. Select the Run button.


Save a Custom Query Report

Save an Existing Report

  1. Select the Save icon.

  1. Name and Description: Defaults to the name and Description of the report that you started with.
  2. Select the Save radio button.
  • This will overwrite the original report.
  1. Select the Save [F2] button.

Save a New Report

  1. Select the Save icon.

  1. Enter a new Name and Description.
  2. Select Save As New.
  3. Select Save [F2].


Use a Date Range

In the Filter Criteria panel:

  1. Select the Plus icon.
  2. Select Procedure - DOS from the Selected Columns Panel or from the list.
  • Repeat steps 1 and 2.



  1. For the first Date, choose Greater than or equal to.
  2. Enter the start date.
  3. For the second Date, choose Less than or equal to.
  4. Enter the end date.
  5. Select Run after you have finished choosing all of your criteria.


Run a Self-Pay Patient Report using the Query Reports 

  1. Select the Plus button before AND.
  2. Select Insurance (1) - ID.



  1. For Policy - Insurance(1) - ID, select Equals.
  2. Enter the word, Patient, in the Lookup field.
  3. Select Run after all other criteria have been chosen.



Learn More

Custom Query Report Overview

Custom Query Report/Table Filters and Criteria

Export to CSV

Export to PDF

Export to Worklist

Create a Job to Run a Custom Query Report

Save an Existing Filter or Save as New

Reorder the Saved Filters

Total-By Options



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