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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: http://help.iris.co.uk/IRIS/ODL/Practice_Management/Data_Dictionary_homepage.htm

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