Building Reports and Exporting Data

James Malcom -

This article will provide information on accessing and exporting reporting information from RxExpress. To access the Reporting section, click the Reporting button at the top of the page.

Select the type of workflow you would like to report on from the Select Type dropdown in the left menu.

Entering a name for the report in the Saved Query Name field will allow this report to be selected from the Memorize field in the future.

From the Select Field dropdown, select the fields you would like to be included in the report. If you would like all available fields to be added to your report, you can select the Add All Fields option.

Once selected, fields will appear in the left menu. The report can be customized by specifying values or selecting date ranges. 

To export your report, click the Export button and select the file type (CSV or XLSX).

 

 

 

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