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Reports - Show/Hide Columns

How to show or hide columns to customize your report

See only the columns of data that are relevant to your practice!

Customizing Your Report Views

You can easily customize which data columns appear on your reports. The best part is that the system automatically remembers your preferences!

How to select and save your columns:

  1. Open the report you want to view.

  2. Click the "Columns" button.

  3. Select or de-select the specific columns you want to see.

  4. Click "Load" to apply the changes.

Note on Saving: You do not need to click a separate "Save" button. Once you click "Load" your column choices are automatically saved for your specific user profile. The report will look exactly the same the next time you log in!

See how:

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