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Canine II

NEED CUSTOM REPORT

I am needing to run a custom report to include patient's First and Last Name and Email address to export to csv file. Can someone help me with creating that specific report.

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Premolar I

Re: NEED CUSTOM REPORT

You can do this through Expert-Automation-Document-Field Export.  When saving, be sure to change the name to include .txt, then import into a spreadsheet.  This is a sample of what mine looks like, names changed

<PatFName><PatLName><PatEmail>
JohnSmith02kilowatt@gmail.com
JaneSmithjls242et@gmail.com
JimSmithsmithamay@yahoo.com
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Canine II

Re: NEED CUSTOM REPORT

Can you post photos or step by step on how you created the document.

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Premolar I

Re: NEED CUSTOM REPORT

@enarae725 Can you send me your email address?  I can email you a screen recording.

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Premolar I

Re: NEED CUSTOM REPORT

@enarae725 I sent you a private message

 

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