Eaglesoft



If you are looking for an Eaglesoft report that includes certain information, I can help you find it faster and easier by using a simple utility found on our FAQ site. Like many Eaglesoft features that work to increase efficiency and simplify processes, this utility will guide you directly to the Eaglesoft reports that contain the data you need.

To open this utility from your Eaglesoft practice management window, select Online, then FAQ from the main toolbar and follow the steps outlined below.

1. In the search by keyword field type 6700 and click the search button. You may also use this link: FAQ 6700.

2. Scroll down until you see this box:
Eaglesoft tip - April 2014

3. Select a heading from the column on the left

4. Click Add.

5. If additional headings are needed on the report, select another heading from the column on the left.

6. Click Add.

7. Continue until all of the required headings (everything you need on your report) are listed in the column on the right.

As you populate the second column (see Step 1 below), the reports that contain the required headings will appear on the left side of the screen in Step 2 below. (Note: Step 2 will not appear until you have made a selection in Step 1 and clicked Add.)

Step 1:
Eaglesoft Tip - April 2014 - Step 1

Step 2:
Eaglesoft Tip - April 2014 - Step 2

To see additional information about each of the reports listed in Step 2, simply highlight the desired report to see the category (where to find the report in your Eaglesoft report listing), a short description and the information included on the report.

If you need help with this utility or with locating a specific report, please don’t hesitate to reach out to our support team via phone (800.475.5036), email or live chat.

2 comments on “How to Quickly Find Which Reports Contain Specific Data in Eaglesoft

    • Hi Dr. Tillery,

      This can be fixed by resetting or customizing your toolbar.
      To reset your toolbar, right-click on the toolbar and select reset toolbars.
      To customize, right-click on the toolbar and select customize. Then simply drag and drop the icons from the commands column to your toolbar.
      More detailed instructions can be found on FAQ 2006 or if you prefer, you may call our support team at 1-800-475-5036 and they can walk you through it.

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