Creating a report template will allow you to use the same report multiple times. Once you pick your settings the only thing you would need to change is the codeset. A report allows you to run more in depth analytics on a facility or individual. 

Instructions

Step 1: From the home screen, click on the Team tab.

Step 2: Click on Provider Reports

Step 3: Click on Create a Report

Step 4: The LAYOUT tab will allow you to name your report and also put in a description. Once you're done click SAVE.

Step 5: The PORTLETS tab will allow you to customize the sections of your reports. On the right side under Available Portlets, click ADD to move the sections to the left side under Selected portlets. When you are finished adding the portlets click SAVE.

Step 6: The SETTINGS tab will allow you to set the settings you will see every time you run a report. Make sure there's a relevant codeset. All settings have a drop down menu so you can choose what you need. Click SAVE