Guide to reports

Reports help you learn about your practice and finances in detail. By tracking activity and performance, reports provide valuable insight for making decisions and keeping your practice efficient.

Tip

Running the same report regularly? Save time while keeping tabs with recurring reports.

Overview

In Halaxy, there are different categories for reports, which you can find in the sidebar:

Category	Description
Finance	Tracks a range of financial performance parameters such as income, profit and loss, expenses, and unpaid invoices.
Medicare	Generates a list of daily Medicare payment and processing reports. (These are automatically generated, and cannot be manually run.)
Patient	Creates a list of patients based on set filters.
Appointment	Creates a list of appointments based on set filters.
Referral	Creates a list of referrals based on set filters.
Communication	Tracks all communication sent by your practice using Halaxy.
Clinical Orders	Tracks and creates a list of prescription, pathology and imaging orders issued by your practice.
Surveys	Tracks survey responses and performance sent to patients.

Reports Halaxy can be edited, filtered, deleted, and saved to a report list in each category.

You can view your saved reports from these category pages.

Run a report

On the sidebar, click Reports, then click a category under it.
On the top right, click New Report.
Select the Report Type and set your filters.
Click Run.
Your report results are displayed in a list. From here, you can:
- Edit filters: In the top right of the report, click the pencil icon.
- Save report: At the bottom of the report, click Save. This saves the report to its report category list.
- Close report: At the bottom of the report, click Cancel. This closes the report without saving it.

Manage saved reports

When you view your saved reports under a category (e.g. Reports > Appointments), there are a number of ways to sort, search and manage your reports.

Action	Details
Search reports	At the top of the report list, type any search term in the search bar to find what you are looking for.
Sort the report list	Click the column headings to sort the report list.
Filter the report list	Click the three lines icon icon to filter the report list.
Customise report list view	On the right, click the Columns panel to select the columns you want to show or hide in the report list. You can also click and drag columns to any position you want in the report list.
Edit a report	Open the report from the report list. In the top right, click the pencil icon. This allows you to change filters and parameters for your report.
Export or print a report	Open the report from the report list. In the top right: To export to a CSV file, click the square with arrow icon. To print the report, click the printer icon.
Use report for campaign	Open the report from the report list. In the top right, click Set as Campaign. This uses the report results as a target audience for an email or SMS campaign. See related article: Guide to campaigns
Delete a report	Open the report from the report list. In the top right, click Delete.