Toggle Column Filters

Column filters are a valuable feature available in every report within the system! They allow you to refine large reports, search for specific criteria, and exclude unnecessary information.

At the top right of any report you will find this icon indicating the Toggle Column Filters:

When selected, a 'search' row with filter boxes will populate under the column header:

Use the filter boxes at the top of each column to quickly sort and locate specific data in your report!

Additionally, there is a 'Column Selector' button that can be used to refine any unnecessary information from the report:

When selected, a pop-up will appear where you can remove any unwanted column information from your search results by simply unchecking the corresponding boxes:

Preparing Your CSV File for Label Creation in Word:

If you've exported your Patient List as a CSV and want to use it in Word for mail merge or label creation, you'll need to clean up the file first, following these steps:

• Open the CSV and delete the first four rows (rows 1–4), which contain report filter details that aren’t needed.
• Keep Row 5 which contain the column headers—Word uses this row to map the merge fields.
• Once the file is cleaned, you’re ready to import it into Word and proceed with creating your labels.