This article will walk you through how to view and customize reports in Unity® Practice Management.

Viewing and Customizing Reports

1. Navigate to Reports on the left sidebar, then select Search Report. You will then see a list of reports. 

   You can also use the search box and select from the Report category.

2. To mark a favorite, click on the corresponding star icon. 
3. Once you have selected a report you want to view, you can choose any option to manage the report. 
4. To customize a report, select Customized Columns to manage the columns in your generated report. 
5. To remove a column, you can bring it over to the left side. 
6. To add a column, click on it and move it to the right side. 
7. Under Preview, you have the option to View, Print and Save, and Open up an Excel File. 
8. Then click Report to view the report. 
9. Under Options, you can also save the report as a template for easier access. 
10. Fill in the necessary details, then click Submit.