Using Bluechip Reporter

Before you begin

To produce reports from BC Reporter, it is necessary to have a copy of Microsoft Excel installed for each user or machine producing the BC Reporter report.

It is recommended that users be familiar with Microsoft Excel so that its full reporting potential can be realised. This guide discusses some functions available in Microsoft Excel, but is not intended to train the user in Microsoft Excel.

Please note that the MedicalDirector Help Desk will not support Microsoft Excel. Any queries relating to BC Reporter will, of course, be responded to in the usual way.

Microsoft Excel can be purchased either separately or as a module of Microsoft Office. Ensure that Microsoft Excel has been installed and is running correctly on your system. You should also check that Microsoft Excel is printing correctly.

Once BC Reporter has been started, you will follow these simple procedures to produce reports:

Procedure

  1. Select a Report Category
  2. Select a Report from the Report Category
  3. Select Report Input and key in the various parameters or criteria to match your requirements
  4. Select Report Output and determine the fields you want to have output to Microsoft Excel
  5. Execute the Report
  6. Format the Report if required in Microsoft Excel
  7. Save and/or print your Report
  8. Close BC Reporter

    Start a Bluechip Reporter Report

Results