PracticeMaster Q&A: Managing Frequently-Used Reports

September 2019    Tags: , , , , ,

I regularly need to use the same set of reports in PracticeMaster. Is there any way for me to organize them so they are quicker to locate?

In Version 19, PracticeMaster introduced the ability to maintain your own group of favorite programs and reports. By default, a “My Reports” group was added to the My Actions tab of the Home page, which can be customized. If this group was deleted, you can add a new group.

To add a new group of reports

  1. From the My Actions tab of the Home page, or from within a group located on the My Actions tab, click the gear (Customize My Actions) icon.
  2. Click Add Group.
    1. Enter a Name, Description, and optionally select a Color, then click Next.
    2. In the Available Actions section, select the reports you want to include in the group and then click the Add button.
    3. Click Finish.
  3. Click Finish.

To customize an existing group of actions, such as My Reports

  1. From the group, click the gear (Customize My Actions) icon.
  2. To remove a report, click the minus (Remove from My Actions) icon for the report you want to remove.
  3. To add reports, click Add Actions.
    1. In the Available Actions section, select the reports you want to include in the group and then click the Add button.
    2. Click Finish.
  4. Click Finish.

Note: Groups can also be added to Tabs3 Billing, General Ledger Software (GLS), Accounts Payable Software (APS), and Trust Accounting Software (TAS).

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