As mentioned in our References - Exports Preset article, the ideal method to create Export Presets is on the fly, as this will ensure you are presented the options that are available with an exported list from a report.

Generating a List to Use

First, you'll need to make sure you have the List available. To generate a List from a Report, navigate to the Reports Ability, select a Report which you would like to run that captures the list of patients you wish to pull more data from, and click the Apply button. Once the report is generated, click the "Make List" button to create a List. This should open the Lists Window, but if it does not open, you can access the Lists Window from the Window Menu.

It is important to note that Lists, once made, are retained until you choose to delete them. If you make lists frequently, it is very likely that your List Window will become cluttered with old Lists and you may want to consider deleting old Lists periodically.

Exporting the List

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To create a preset on the fly, you will need to click the Export button from the List window. If you don't see your list, you may need to use the drop down menu at the top to select your Current User.

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This will bring up the Export Popup window. If you’ve already done this before, you can use a previous Preset, but if you haven’t, we recommend making your own.

Creating a New Preset

In the Presets popup window, click "New Preset".

First, enter a name for the preset. Make sure this name is easily identifiable for future purposes.

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Now, you'll be able to select the list of information you wish to pull from (which is different from the generated List in the Lists Window! We know, it's complicated and confusing)

First, check the available List (or the desired List if there are multiple listed, but remember you can only choose one), then expand the node to review all the other pull fields you can pull from and include in the export.

Click the checkboxes to include the pull fields you wish to pull into your export, in the order you wish to see the data displayed in the export. Once complete, click the Create button.

Once you create the Preset, you can then select it in the drop down menu.

You can also select the format of the exported file. You can choose CSV, Tab Delimited, or Pipe Delimited.

If you also want to include the Report data columns from the Report you generated this list from, make sure the "Include Report Data" checkbox is toggled on.

Once set, click the Export button. You'll be prompted to choose where to save the Export, as well as the file name. If you wish to convert the generated file into an Excel spreadsheet, simply rename the file's extension to .xls.