April Events Recap In April, SETWorks hosted a series of events on the new Circle Community Platform. You can access the recordings from these events from the links below: Forms Builder: How To - April 17, 2026 <br> ...
Advanced Report Builder Workshop Series Take your reporting capabilities to the next level with our interactive workshop series focused on mastering the Advanced Report Builder. Whether you're looking to generate insightful reports on Activity ...
Creating a New Form in Form Builder This is a client facing tool that allows you to create and manage your own forms for users, consumers, providers, employers and even as addition to individual billable activity records! Terminology can be modified ...
Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...
How to Create a Report in the Report Builder Watch the video: Creating your first report - watch the video Step-by-step instructions: To open the Report Builder, click on Settings, then Provider Build, and then the "Advanced Report Builder" button. ...