How to setup Practice Reporting

Article ID

how-to-setup-practice-reporting

Article Name

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:

In Excel click on the Data tab
Click From other Sources
Click From SQL Server
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)
Click Next
Select the IRIS Database
Select Next
Select the view required
Click Finish

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

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