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- Click 'Run Reports' to the Upper Right of the calendar
- Select Scheduling Reports or Patient Reports
- Scheduling Reports
- Select desired report from the Select Report drop-down menu
- Input date range
- Select report criteria to reflect against all patients or one patient (Selecting Patient will open the drop-down search box to the right where you may choose the patient for the report)
- (Optional) Select an Appointment Type that you would like to use as a filter for the desired report
- (Optional) If your practice has more than one provider, you may run a report for an individual provider or all providers within the practice.
- Click Run Report
- Patient Reports
- Select desired report from the Select Report drop-down menu
- (Optional) Filter by Criteria
- Click Run Report
- Scheduling Reports
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