Administrators
Setup of Custom Reports
The Build Face Sheet and Activity Records Report tool 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> Provider Build > Reports > Build Face Sheet / Activity Records Reports
Click on Add New Report
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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:
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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:
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Select Add field to choose what data will be displayed in your first section:
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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)
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After you choose the desired option for your field you can change the name of the field by editing the Configure Field Name line:
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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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