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In this guide, you will prepare a Report from a saved Recipe. The example uses a Recipe called: Active patients with prescriptions for ESAs Your practice can use the same steps with any saved Recipe your team has access to.
The screenshots in this guide show the Report setup screens and table status. They do not show a downloaded patient spreadsheet.

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Before you start

Open Reports from the sidebar, then select Prepare Report. PracticeMate opens the full-page Report Builder. The full-page Report Builder showing Report name, Recipe, row type, configured columns and the Prepare Report action.

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Name the Report

Choose a name your team will recognise later. For this guide, use: ESA prescriptions review report The name is for your practice team. It appears in the Reports table after the Report is requested.
Good Report names describe the reason for the spreadsheet. Diabetes review patients - May is clearer than Report 1.

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Select the Recipe and row type

Open Select Recipe. Search for or choose the Recipe you want to turn into a Report. For this example, choose: Active patients with prescriptions for ESAs Recipes define what the Report will contain. If the Recipe does not describe the right Patient Cohort yet, update and test the Recipe before preparing the Report. Use One row per to choose what each row represents: Patient includes every patient reached by the Recipe once. Related data is available as a per-patient summary. Choosing Matching record from Prescriptions creates one row for each matching record. Direct related fields then come from the same record row, and patients without a matching prescription are excluded. For the prescription example, choose Matching record from Prescriptions.

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Configure the columns

The layout table starts with the current seven Patient columns. Select Add report column to search fields by heading, Recipe source or description. Results are grouped by friendly Recipe source. After choosing a field:
  1. Set the heading your team should see in the CSV.
  2. Choose Matching record for a direct field from the selected record source, or choose a compatible summary.
  3. Select Save.
Select an existing heading to rename, summarise, remove or move it. You can also drag headings to reorder them.
The table previews headings and source details only. PracticeMate does not load or display patient values in the Report Builder.
For an HbA1c Report with one row per patient, you could add Result Value and select Average. For a Report with one row per matching prescription, you could add product, dose and script date as matching-record values, then add average HbA1c from another Recipe source.

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Check the expiry option

PracticeMate selects Expire after the first download by default. Keep this option selected for most Reports. It means the Report will expire immediately after it is downloaded. Reports are also only available for 48 hours, even if they have not been downloaded.
Downloaded Reports may contain patient-identifying Practice Data. Keep the file only as long as your practice needs it, and follow your usual privacy process when storing or sharing it.

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Prepare the Report

Check the name, Recipe, row type, headings, summaries and expiry option. Select Prepare Report in the sticky action bar. PracticeMate returns to Report history and adds the Report to the table.

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Wait for the Report

The Report first appears with a Preparing status. The Reports table showing ESA prescriptions review report with a Preparing status and a success notification. Preparing can take a few minutes. Larger Reports may take longer. You can leave the Reports page and come back later. PracticeMate refreshes the table while the Report is preparing.

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Download the Report

When the status changes to Ready, sign in as a Member of the same Practice and download the Report from the Reports table. You can select the Report name, or open the … menu and choose Download Report. If Expire after viewing was selected, the Report expires after it is downloaded. If your team needs another copy later, prepare the Report again from the same Recipe.

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Delete Reports you no longer need

Use the … menu on a Report row to delete a Report. Deleting a Report removes it from PracticeMate. It does not delete any downloaded copies your team may already have saved outside PracticeMate.

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What you learned

You used:
  • a clear Report name
  • a saved Recipe
  • the two Report row layouts
  • direct matching-record fields and per-patient summaries
  • the headings-only layout table
  • the Expire after the first download option
  • the Prepare Report button
  • the Reports table status
  • the Ready state as the sign that a Report can be downloaded
  • the … menu for downloading or deleting a Report
Next, return to Reports overview when you want a quick reminder of the Report statuses and expiry rules.