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
All SETWorks Webinars
SETWorks Webinars Sign up today! SETWorks Webinar Registration Link If you missed one of our support webinars, or want to re-watch one, check out the links below! We have all of the previous recordings available here. 2021 Support Webinar Series ...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 ...SETWorks Webinar - September 2025 - Maintaining Your System Over Time
Recording On September 17th, 2025, SETWorks hosted a live webinar about Maintaining Your System Over Time in SETWorks. You can view the recording from the link below: <br> https://youtu.be/--uarCm-PJM Reports Staff (User) Account Details Report ...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 ...