Custom Report Builder - Getting Started
Administrators
How do I use the Custom Report Builder?
Setup of Custom Reports
The Custom Report Builder is great for tracking individual's goals, Activity Records and even creating a helpful Emergency Fact Sheet to better assist staff with client health information.
You can locate the Custom Report Utility by navigating to:
Settings> Utilities> Reports Utility> Custom Report Utility
Click on Add New Report
Enter a report name to begin editing your custom report and select Add Report
After creating a new report you can Edit report name, Add a new section to the report and Save the layout of the report:
Select Add new section to begin designing the report.
To customize the header for the new section select (edit), enter the new header name and click Update to save it:
Select Add field to choose what data will be displayed in your first section:
From here you have a multitude of options that will generate data depending on what is chosen from the Fields drop down menu, you can even add an option for pictures:
(Pictures displayed are the individual's picture that has been uploaded to their SETWorks profile)
After you choose the desired option for your field you can change the name of the field by editing the Configure Field Name line:
Activity Records Report
The Activity Records Report field is used to pull in documentation.
By clicking the Settings Gear, you can customize the information returned in the Activity Records Report.
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