Thank you for your feedback.

Was this useful?

How to setup Practice Reporting

Article ID

how-to-setup-practice-reporting

Article Name

How to setup Practice Reporting

Created Date

3rd September 2019

Product

Problem

We have queries on how to set up custome reports using the SQL database of IRIS. We have a guide on our help centre (www.iris.co.uk/odl), you can find all information there, but here is a quick run through of how

Resolution

The first step is to run through the following guide to set the security on the database- Click here

Once you have run through these steps you can open Excel and run through the steps below:

  1. In Excel click on the Data tab
  2. Click From other Sources
  3. Click From SQL Server
  4. In the server name enter the IRIS Database instance, e.g. \\Server\IRIS Practice. (This can be found by clicking on the Main IRIS Menu | Help | About | Details Tab | SQL Server)
  5. Click Next
  6. Select the IRIS Database
  7. Select Next
  8. Select the view required
  9. Click Finish

A list of Database views can be found at: https://help.iris.co.uk/IRIS/ODL/Practice_Management/Data_Dictionary_homepage.htm

Thank you for your feedback.

Was this useful?