Quick Tip: File Definition Report

August 2023    Tags: PracticeMaster, Reports

Sometimes you want to see more information about a PracticeMaster file, such as whether a field is set to be included on a Conflict of Interest report, or if History Tracking is turned on. Although File Maintenance provides this information, opening it requires users to be out of the software. Instead, run a File Definition Report to get the information you need!

The File Definition Report (In the PracticeMaster Quick Launch, search for and select “File Definition Report”) provides a list of every field in a file, and includes whether the field is protected or required, if history tracking is turned on, if the field is included on a Conflict Report, if the field is restricted, and more. Additionally, the File Definition Report provides a list of indexes set up for the file.