How to use lists and reports on Halaxy


Lists are a common feature in Halaxy to display information, with examples including your patient list, appointment list, and invoice list. You can sort and customise any list to show the information the way you want it. Lists and report results can also be exported if you need to download copies for your records.

Using lists optimally not only speeds up your workflow, but it also enables you to take control and stay on top of your practice data.


Adding to your lists is a breeze on Halaxy. In the top right of every list, you'll find a button to add a new entry.

Search a list

Every list in Halaxy features its own a search bar above it. Type any search term in the search bar to filter the list for matching records.


Image: Use the list search bar to find specific record/s (click to expand)


List search is different to the Halaxy search bar.

Sort a list

To sort a list by column, click the arrow icons beside each column header to switch between sorting types. The icon changes each time you click it.

  • A-Z icon: Ascending / lowest to highest / oldest to newest

  • Z-A icon: Descending / highest to lowest / newest to oldest

  • Up and Down arrows: Not sorted


GIF: Sorting a list column (click image to expand)

Filter a list

To filter a list, click any column header and enter your search term. To remove the filter, click the column header and remove the search term you entered.


GIF: Filtering a list column (click image to expand)

Customise your list view

  • Rearrange columns: Click any column and drag it to any position you want in the list.

  • Customise columns: Click the Choose Columns dropdown and tick/untick the checkboxes to show/hide columns for your list.

  • Condensed table: Click the Condensed Table toggle switch to remove unnecessary white space from the table. This can help you save space on your screen.



Your list view customisation will be remembered for future use.

Export and print lists and reports

On the top right of any list or report:

  • Click the Icon-Export.svg export icon to export the list/report as a CSV file.

  • Click the Icon-Printer.svg printer icon to generate a PDF of the list/report that can be saved, downloaded, or printed.


Image: Export or print a list using the buttons in the top right of any list (click image to expand)

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