This article provides guidance on navigating and building reports within BestNotes, including a video tutorial and step-by-step instructions.

Permissions Required

No specific BestNotes permissions are required.

Visual Tutorial

Building and Navigating Reports

  1. Access the report building screen by clicking the Reports button in the lower-left corner of the dashboard.

  1. To build a report, choose the information to display by clicking on the areas within the green box in the upper-left corner.

Report building screen

  1. Select the desired fields by checking the boxes next to each item.

Selecting report fields

NOTE: Providers are filtered by their BestNotes Username

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