> ## 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.

# Reports overview

> Learn what PracticeMate Reports are and when to use them.

A **Report** is a downloadable snapshot produced from a Recipe.

Recipes help your practice define a Patient Cohort. Reports turn that cohort into a spreadsheet your team can review, discuss, and work through outside the Recipe Builder.

Use Reports when your practice wants to:

* review a Patient Cohort before taking action
* prepare a list for a practice meeting or quality improvement activity
* check which patients matched a Recipe at a point in time
* share a spreadsheet with authorised Members of your practice team
* keep a short-lived working copy while planning the next step

<Note>
  Reports can contain patient-identifying Practice Data. Only prepare and
  download Reports when your team has a clear reason to use them, and handle
  downloaded files according to your practice's usual privacy process.
</Note>

## How Reports fit together

Reports start with Recipes.

**Recipe**: defines which patients should be included.

**Report**: creates a downloadable spreadsheet from that Recipe.

**Practice workflow**: your team reviews the spreadsheet and decides what to do next.

For example:

* A Recipe finds active patients with a particular prescription pattern.
* A Report creates a spreadsheet of the patients who currently match.
* Your team reviews the spreadsheet before deciding whether any follow-up is needed.

## Open Reports

Open **Reports** from the sidebar.

From here, you can search existing Reports, prepare a new Report, download a ready Report, or delete a Report you no longer need.

<img src="https://mintcdn.com/practicemate-6786ac90/F4JcWJuIWQtBiLoF/images/reports/reports-page-empty.jpg?fit=max&auto=format&n=F4JcWJuIWQtBiLoF&q=85&s=b00329d39cfeab3b0a7515265901477c" alt="The Reports page showing the Prepare Report button, search field, and an empty Reports table." className="rounded-lg border" width="1135" height="998" data-path="images/reports/reports-page-empty.jpg" />

## Report statuses

Reports move through a few simple states.

**Preparing** means PracticeMate has received the request and is creating the spreadsheet.

**Ready** means the spreadsheet can be downloaded.

**Failed** means PracticeMate could not prepare the Report. If this happens, try again later or contact support if the problem continues.

<img src="https://mintcdn.com/practicemate-6786ac90/F4JcWJuIWQtBiLoF/images/reports/report-latest-status.jpg?fit=max&auto=format&n=F4JcWJuIWQtBiLoF&q=85&s=1422f44f4e1dc95bc5e38eafe3cfe670" alt="The Reports table showing a newly prepared Report with a Preparing status." className="rounded-lg border" width="1135" height="998" data-path="images/reports/report-latest-status.jpg" />

## Availability and expiry

Reports are only available to download for **48 hours**.

When you prepare a Report, PracticeMate recommends keeping **Expire after viewing** turned on. With this option selected, the Report expires immediately after it is downloaded.

This keeps Reports short-lived by default, which is helpful because they may contain patient-identifying Practice Data.

<Tip>
  If a Report expires before your team downloads it, prepare the Report again
  from the same Recipe.
</Tip>

## A reliable way to use Reports

<Steps>
  <Step title="Start with a saved Recipe">
    Make sure the Recipe describes the Patient Cohort you want to review.
  </Step>

  <Step title="Prepare the Report">
    Give the Report a clear name and select the Recipe.
  </Step>

  <Step title="Leave expiry protection on">
    Keep **Expire after viewing** selected unless your practice has a clear
    reason to download the file more than once.
  </Step>

  <Step title="Wait for the Ready status">
    Larger Patient Cohorts can take longer to prepare. You can leave the page
    and return later.
  </Step>

  <Step title="Download and handle the file carefully">
    Store, share, and delete downloaded files according to your practice's
    privacy process.
  </Step>
</Steps>

## Next

Create [your first Report](/reports/first-report) when you are ready to turn a Recipe into a downloadable spreadsheet.
