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Once a report has been defined within IRIS it is possible to memorise the report for future use from the Practice Management suite of applications; but in general from Time & Fees.
To memorise a report that has been defined it must have a Name and Description assigned to it. The name field is limited to 10 characters, and the description is limited to 50 characters. Once these details have been assigned, it is then possible to set the Privacy level; that is the people within the practice who can run this report in future.
Private – this is the default option and will only allow the owner/creator to view and run this report in the future.
Public – this will allow all users to view and run this report in the future.
Restricted – where this is selected the ‘To staff’ option will become enabled to allow the user to specify which staff members can view and run this report. The staff members are then displayed in a list and are displayed according to the radio button option that is selected to the right of the window.
To select a staff member (or multiple staff members) click on their name to display a green tick and then click OK.
Once all of the above criteria have been specified, click Memorise. The report criteria are then stored for future use and can be accessed from the Report menu option where the Memorised menu item is available throughout the IRIS suite of applications.