> ## Documentation Index
> Fetch the complete documentation index at: https://docs.practicemate.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Create your first Report

> Prepare a downloadable PracticeMate Report from a saved Recipe.

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.

<Note>
  The screenshots in this guide show the Report setup screens and table status.
  They do not show a downloaded patient spreadsheet.
</Note>

## Before you start

Open **Reports** from the sidebar, then select **Prepare Report**.

PracticeMate opens the Prepare Report panel.

<img src="https://mintcdn.com/practicemate-6786ac90/F4JcWJuIWQtBiLoF/images/reports/prepare-report-sheet.jpg?fit=max&auto=format&n=F4JcWJuIWQtBiLoF&q=85&s=56823450663d51cf855ee2bace55bee3" alt="The Prepare Report panel showing the Report name field, Select Recipe field, Expire after viewing option, Cancel button, and Prepare button." className="rounded-lg border" width="1135" height="998" data-path="images/reports/prepare-report-sheet.jpg" />

## 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.

<Tip>
  Good Report names describe the reason for the spreadsheet. **Diabetes review
  patients - May** is clearer than **Report 1**.
</Tip>

## Select the Recipe

Open **Select Recipe**.

Search for or choose the Recipe you want to turn into a Report.

<img src="https://mintcdn.com/practicemate-6786ac90/F4JcWJuIWQtBiLoF/images/reports/report-recipe-selector.jpg?fit=max&auto=format&n=F4JcWJuIWQtBiLoF&q=85&s=d18c4303f97794554730f26b172709d6" alt="The Select Recipe menu open inside the Prepare Report panel, showing searchable Recipe options." className="rounded-lg border" width="1135" height="998" data-path="images/reports/report-recipe-selector.jpg" />

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.

## Check the expiry option

PracticeMate selects **Expire after viewing** 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.

<Warning>
  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.
</Warning>

## Prepare the Report

Check the name, Recipe, and expiry option.

<img src="https://mintcdn.com/practicemate-6786ac90/F4JcWJuIWQtBiLoF/images/reports/report-form-complete.jpg?fit=max&auto=format&n=F4JcWJuIWQtBiLoF&q=85&s=e18b4aaf34233299987ba22a9763de6d" alt="The Prepare Report panel completed with a Report name, selected Recipe, and Expire after viewing selected." className="rounded-lg border" width="1135" height="998" data-path="images/reports/report-form-complete.jpg" />

Select **Prepare**.

PracticeMate closes the panel and adds the Report to the Reports table.

## Wait for the Report

The Report first appears with a **Preparing** status.

<img src="https://mintcdn.com/practicemate-6786ac90/F4JcWJuIWQtBiLoF/images/reports/report-preparing.jpg?fit=max&auto=format&n=F4JcWJuIWQtBiLoF&q=85&s=5a761b8e266033c802ae476ec7e701b4" alt="The Reports table showing ESA prescriptions review report with a Preparing status and a success notification." className="rounded-lg border" width="1135" height="998" data-path="images/reports/report-preparing.jpg" />

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.

## Download the Report

When the status changes to **Ready**, 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.

## 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.

## What you learned

You used:

* a clear Report name
* a saved Recipe
* the **Expire after viewing** option
* the **Prepare** 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](/reports/overview) when you want a quick reminder of the Report statuses and expiry rules.
