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- Double-click on the report (a web browser window will open)
- Enter the requested information
- Click Generate Report
- Report details will open in web browser window
- Where applicable, the Patient name can be clicked and the link will open the patient record in DVMAX Anywhere (Refer to DVMAX Anywhere & Web Features for more information on DVMAX Anywhere)
Helpful Hint: Many of the custom reports are designed to be allow users to copy and paste the information into Excel.
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Some custom reports require an additional level of security to ensure the user has access to view the financial information. Users must log in using a DVMAX user name and password that has access to Practice Financials.
Additional Resources:
- DVMAX User Manual v8.6 - Custom Reports section
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