Choose specialties

Select the providers to include

Before you start, choose a location in Report Builder.

The next step on the page is Define your provider market. Choose which providers to include.

1. Select the checkboxes for the providers you want in the report.
2. Review the selection before you generate.

The list shows the filters for the provider type you are using. Dental reports list specialties. Veterinary reports list facility types, the same classifications Atlas uses. Species is not a filter here.

Leave every checkbox unchecked to include every provider of that type. An empty selection does not leave providers out. Some boxes may already be checked from the specialties on your account. Uncheck all of them if you want every provider of that type.

If a provider type menu appears, choose the type you want. The filter list matches that type. The menu appears only when more than one type is available. If you have one type, the menu stays hidden.

Review the cover preview

Report preview sits beside the form. Its Cover preview reflects the choices you have made. You do not edit the report from that panel.

• Location uses the saved pin's name, or the address you typed. If you have not chosen either, it reads Not chosen.
• Providers and Filters summarize what you checked. If none are checked, both rows read All, followed by the provider type and the word providers. Veterinary counts read as facility types.
• Branding reads CommunityDX (default).

The location line, the specialty summary, and the branding are not extra settings.

Generate your report

1. Select Generate report.
2. Wait for Report requested. The confirmation names the address and says you will get a notification when the PDF is ready.
3. You can leave the page. Select Request another if you want to start a different report.

The button reads Generating... while the report request is underway. Generate report stays unavailable until the filter list has loaded. If that list does not load, refresh the page and try again.

When the PDF is ready, the notification bell shows Report ready, with the address under the title. Open that notification to return to Report Builder. A failed report does not send that notification. Check Your reports for the status, and generate again if you still need the PDF.

If the request does not go through, read the message on the page and try again. For a saved pin that cannot be turned into an address, see How a saved pin becomes a report location.