SETWorks Webinar - February 2024 - Custom Form Reports

SETWorks Webinar - February 2024 - Custom Form Reports

Recording

On February 21st 2024, SETWorks hosted a live webinar about Custom Form Reports. This feature allows users to take a form created in SETWorks and map it to export to either Word or Excel. 

You can view the recording from the link below: 



This feature requires advanced knowledge of the SETWorks form builder. Please review our resources on forms before starting building Custom Form Reports.  

References

For an overview of the Form Builder from start to finish, check out our Forms Webinar series:

For additional detail and context about Custom Form Reports for Microsoft Word:

For additional detail and context about Custom Form Reports for Microsoft Excel:
    • Related Articles

    • Monthly Support Webinar - April 2021 - Reports

      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 ...
    • Custom Form Reports (Excel Documents)

      How do I create a custom form report? SETWorks forms can be used to replicate any Word or Excel form. This article will review how to create a custom form report for a Microsoft Excel Document. Privileges Settings > Provider Build > Maintain ...
    • Custom Form Reports (Word Documents)

      How do I create a custom form report? SETWorks forms can be used to replicate any Word or Excel form. This article will review how to create a custom form report for a Microsoft Word Document. Learn how to attach an Excel form report. Privileges ...
    • Reports

      How do I access and use Reports within SETWorks? All Users, Administrators Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local ...
    • SETWorks Webinar - April 2024 - Consumer Details and Custom Fields

      Webinar Recording On April 17th 2024, SETWorks hosted a live webinar about Consumer Details and Custom Fields in SETWorks. You can view the recording here: https://youtu.be/CRiXqI70XBI References Privileges Settings > Provider Build > Maintain ...