Using report macros

IT Manager

Practice Manager

Report macros are used to set up a series of reports that can be run in a single instance, then emailed to you. You can have multiple report macros specific to you, or you can share them with different members of staff by editing the Sharing options in the Macro Details page.

Macros are created and maintained by selecting Reports > Task Pad, then selecting Report Macros.

Any existing macros are displayed in the Report Macros page. Macros can be run or edited by clicking the applicable button.