How do I set/edit my Report Settings?

Report Settings allow you to create custom Report Forms which can be added to Services, Visits, or Facilities.

You can also create Categories to organize your Reports.

Create/Edit Report Categories

1. Navigate to Settings>Report Settings.
   
   
   
   
2. Click +New Category.
   
   
   
   
3. In the resulting dialogue, enter a Name.
   
   
   
4. Save.
   
   
5. To edit a Category, navigate to Report Categories and click Edit. 
   
   

Create/Edit a Custom Report

1. Click +New Custom Report. 
   
   
   
   
2. In the resulting dialogue, enter the settings for this Report Form.
   
   Name: choose a name for your Report Form.
   
   Restrict Submit To/Restrict View To: to restrict viewing or submitting this Report Form to specific roles, enter them here.
   
   Category: optionally, select a Category for the Report Form.
   
   Status: Enable or disable the form. If it is disabled, it will not appear in dropdowns across the application for selection.
   
   
   
   
3. Save.
4. To edit the configuration of a Report Form, click Edit. 
   
   

Adding/Editing Fields on a Report Form

1. To add or edit fields, click Fields Setup. 
   
   
   
   
2. In the resulting screen, click Add Field to create a new field in the form.