Export an excerpt of the data for a selected report.
Procedure
-
Select Reporting and then select the report for which you
want to export an excerpt, such as nKPIs.


-
In the report, click
Search to indicate which excerpt of data you want to
export.
For example, if you want to export patients who fall into the category of
Patients not recorded as ATSI and
Gender
recorded but not age recorded, locate and click the corresponding

button, as indicated below.

-
In the MedicalDirector Insights Patient Export window, to
export the compiled list of patients, click either:

- Excel to export to MS Excel (.xlsx) format.
- HTML to export to HTML format.
- CSV to export to CSV (comma-separated values).
- TSV to export to TSV ( tab-separated values).
- Add Recall - alternatively, you can generate a Recall notification for
these patients.
-
Save the file.
-
Click OK.
Results
The filename of the exported report includes the collection date and the date on which
the export was made. For example collection20160116 exported on
20160203.html.