Records dashboard: About changes and export of search results
After you use the Recordsdashboard tab to find records, you can change the records shown in the search results. And you can also use the search results to do other related tasks (for example, send messages or export data).
ezyVet shows the tasks that you can do in the Action list of the Perform Action section:
The Action list shows tasks that are applicable to the record type that you select. For example, if you select the Invoice record type, ezyVet shows tasks that include invoice approval or unapproval. Or if you select the Patient record type, ezyVet shows tasks that include selection of a different species or a different demeanor status.Figure 1. The Action list shown for the Patient record type
Export search results of the Records dashboard
You can export the search results of the Records dashboard to a file. You can open the file in a dedicated app to read and examine the data, and send the file to other persons.
These are the file types that you can use to export the records:
Microsoft Excel
CSV
HTML
PDF
You can export search results from these record types:
Patient
Appointment
Consult
Contact
Communication
Diagnostic Request
Invoice
Invoice Line
Product
Receive Invoice
Receive Invoice Item
When you export search results, ezyVet shows settings that you can use to control the data shown in the exported file. The settings are applicable to the record type. For example, the settings for the Appointment record type are different to the settings for the Invoice record type.
This example image shows the available settings when you export the search results of the Appointment record type:
