Custom Query Report/Table Filters and Criteria

Custom Query Reports can be custom-built and the selected parameters can be Saved with the option to Share with other Users.

• With the ability to save and share, your preferred Reports are accessible without recreating them.
• Use the Filters to build your report and group by a specific category.
• The Report output can be exported as CSV/Excel or PDF file.
• A Default report is System delivered for each Custom Query Report.
• Custom Query Reports

• Custom Encounter Query
• Custom Receipt Query
• Custom Transaction Query
• Custom Patient Query
• Custom Appointment Query

Select this link for My Favorite Reports & My Reports Panel.

Filter Criteria Options

Show or Hide the Filter Criteria Panel

• Select the Hide link to hide the Filter Criteria panel.

• If there are less than 10 Results in the list, the Filter Criteria is hidden automatically.

• Select the Show link to display the Filter Criteria panel.

Filter Criteria Icons

•  Export to CSV File
•  Export to PDF 
•  Export to Worklist 
•   Save or Save as New  
•   Remove Saved Filter 
•   Clear Current Filters
•   Hold Current Filters
•   Release Current Filters
•   Schedule Report to Run
•   Question Mark contains Report tips.

Export to CSV

• Exports to a .csv spreadsheet that can be saved as an Excel document.

Export to PDF

• Exports to a .PDF that can be saved and shared via email.

• Use Best Practices when working with Reports that contain PHI.

Export to Worklist

• Exports the entire list to a worklist of your choice.

Save an Existing Report Filter or Save as New

1. Select the Filters you want to use for the Report output.
2. Select the Save Icon.

3. Name: Enter a name for the report.

• If modifying an already existing report, the name will auto-populate, but can be edited.

4. Default: Select the checkbox to make this your Default Report.
5. Description: Enter a Description of the Report.
6. Shared: Select the checkbox to share the report with other Users or Roles.

• Once a Custom Query Report is shared, it will show, SHARED, in the Title in the Filter Criteria section.

• To Unshare a Custom Query Report, deselect the Share checkbox.

• The person(s) that the report was shared with will no longer have access to the Report.

7. Share to: If Shared was selected, choose Users or Roles from the dropdown.

• Users/Roles: Enter part of the User's Name or the Role in the Search Field to find the person or role easily from the dropdown list.

• Use the plus icon to expand the User or Role List.
• All Users or Roles with that name will be highlighted in the User or Role list.

8. Owner: The creator of the report will display, but cannot be changed.
9. Select a User or Role for sharing the report.
10. Select the Save checkbox to overwrite an existing Filtered Report.

• The Name and Description auto-populates if overwriting an existing Saved Report; or

11. Select Save as New to add as a new Filtered Report.

• You may want to change the Name and Description of the Report if Saving as New from an already existing report.

12. Select Save [F2].

Reorder the Saved Reports

The Saved Reports can be re-ordered using drag and drop.

• Hover over the name of the saved report until you see the 6 dots to the left of the report name.
• Move the cursor over the 6 dots.
• When the open hand appears, hold your left mouse button down and drag and drop the Report Filter Title horizontally to the new position.

Move a Report Filter Title to the first position:

• First, move the Report Filter Title to the second position that you want in the first position.
• Second, move the first Report Filter Title to the second position.

• Example: In the video below, Is Reversed is being moved to the first position.

Move to First Position

Unshare a Custom Query Report

1. Select the Report.
2. Select the Save icon in Filter Criteria.
3. Deselect the Share checkbox, which removes all Users and Roles from seeing the Report.
4. If there are multiple Users/Roles, and you only want one User/Role removed,  leave the Shared checkbox checked, and select the plus icon (+) by Users/Roles, and deselect the User's checkbox.
5. Select Save [F2].

Delete a Saved Filter

1. Select the name of the Report Filter you want to delete.
2. Select the Trash Can  icon.
3. Enter a Reason for deletion.
4. Select Save [F2].

Clear Current Filter

• Select the Clear Filter    icon to clear the current visible Report Filter Criteria.

• This does not affect your saved Filters.

• To clear a screen when a Report Filter is on Hold, you must first release the Hold, and then select the Clear Current Filters icon.

Hold Filters/Release Filters

The Hold Filter (open Hand)   locks the Report Filter selection.

• Select an already Saved Report or enter new Filter Criteria.
• Select the Hold icon (open hand).

• The icon changes to a closed hand.

• The Report Filters will be held for the current visible Filters until you select the Release Filter icon (closed hand)  or until you log out of the system.

The Report Filters are not saved unless you have previously saved them.

• They are temporarily held even if you navigate away from the screen.
• When you return to the screen, those Report Filters will still be displayed.

Schedule Reports to Run Automatically

• The Calendar icon is used to schedule reports to run at a specific time.

• Create a Job to run a Custom Query Report.

• Use the Job Scheduler to Schedule Other Reports.

Totals by

• From the Dropdown, select how the Report is to be totaled.

Delete a Saved Report

1. Highlight the Saved Report that you want to Delete.
2. Select the Trash bin icon.

3. Enter a Reason for the deletion.
4. Select Save [F2].

Learn More

My Favorite Reports & My Reports Panel

Save an Existing Filter or Save as New

Total-By Options

"Contains" versus "Includes"

Criteria Options

Export to CSV

Export to PDF

Export to Worklist

Create a Job to Run a Custom Query Report